Paraplanner - Warrington

3 days ago

Great Sankey, Warrington, United Kingdom Aimee Willow Connex Ltd Full time
About the Role

We are seeking a highly motivated and detail-oriented Paraplanner to join our team at Aimee Willow Connex Ltd. As a Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in delivering exceptional customer service and achieving targets.

Key Responsibilities
  • Support Mortgage and Protection Advisors in the production of client reports, ensuring accuracy and compliance with regulatory requirements.
  • Assist in researching and recommending suitable products and solutions to meet customer needs.
  • Collaborate with Advisors to manage cases to completion, ensuring timely and efficient processing.
  • Produce comprehensive and compliant suitability reports, adhering to service level agreements and regulatory guidelines.
  • Liaise with internal contacts to ensure accurate and complete applications, and communicate effectively with clients, professional contacts, and providers.
  • Ensure correct filing of documents for compliance purposes and maintain up-to-date knowledge of the Financial Services industry.
Requirements
  • Excellent organisational and communication skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong attention to detail and ability to maintain confidentiality.
  • Good understanding of Financial Services industry and FCA requirements.
  • Desirable: CeMAP qualification.
Working Relationships
  • Customers: External customers.
  • Suppliers: Various Business Partners, Lenders, Providers, Suppliers.
  • Other key relationships: Team of advisors, Managers, and Directors.

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