Mortgage Paraplanner

5 days ago

Warrington, Warrington, United Kingdom Recruited UK Full time
Mortgage Paraplanner Job Description

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.

Key Responsibilities:
  • 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.
Essential Criteria:
  • 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.
Benefits:
  • 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.

We are an equal opportunities employer and welcome applications from all qualified candidates. If you feel you match the criteria above, please apply.

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