Mortgage Paraplanner

We are seeking a skilled Mortgage Paraplanner to join our team at Recruited UK. As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service to our clients.

• Prepare accurate suitability reports and letters to meet target deadlines.
• Ensure all client work is compliant and supported with the necessary paperwork.
• Conduct comparative and technical research for client recommendations and existing arrangement reviews.
• Understand clients overall financial positions from fact-finds.
• Collaborate with Mortgage and Protection Advisors to discuss client objectives, identifying and obtaining necessary information for suitability checks.
• Investigate client queries thoroughly and provide accurate responses.
• Conduct annual reviews in accordance with Service Level Agreements (SLAs).
• Proficient use of mortgage-specific software.

• Proven success and knowledge within Financial Services, specialising in mortgage and protection advice.
• Excellent understanding of local market movements, activities, and competitors.
• A drive to continuously develop your knowledge and skills.
• Commitment to the company's values and processes, offering excellent service.
• Effective communication skills, both face-to-face and over the phone.
• High standard of English grammar and presentation skills.
• Attained or working towards CeMAP.
• Strong understanding of financial products and services, with the ability to assess suitability in line with clients goals.
• Analytical skills, especially in analysing financial records and providing technical commentary.
• Exceptional organisational skills, with the ability to manage multiple caseloads simultaneously.

• 3 pm finish on Fridays.
• 32 days annual leave, including bank holidays.
• Day off on your birthday.
• Complimentary on-site parking.
• Company pension scheme.
• Seasonal team events.

If you feel you match the criteria above, please apply. Due to the high volume of applications, we will make every effort to respond with feedback, although this is not always possible. If you have not been contacted within 5 days, then unfortunately you have not been successful on this occasion, but we may keep your details on file and contact you with future opportunities.