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Paraplanner | Financial Services Specialist

2 months ago

London, Greater London, United Kingdom Penn Financial Full time
About Penn Financial

Penn Financial is a leading provider of professional services across the financial and accountancy sectors. Our commitment to delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering comprehensive, client-centric solutions to complex challenges, utilising the expertise within our Group.

We focus on the well-being of our clients and their families while motivating our team to achieve their full potential. As we continue to grow, we seek a detail-oriented and experienced Paraplanner to join our team, providing essential support to our Mortgage Brokers.

About the Role

We are looking for a highly organised and diligent Paraplanner with experience in supporting Mortgage and Protection Advisors. You excel at managing multiple tasks, analysing complex information, and producing high-quality reports and documentation. This role is perfect for someone who thrives in a collaborative environment, enjoys working closely with advisors to deliver exceptional client outcomes, and values the stability and support of a dynamic group.

Key Responsibilities
  • Support Mortgage Brokers by preparing and managing client files, ensuring all documentation is accurate and compliant.
  • Conduct thorough research across the market and platforms on mortgage and protection products, analysing options to provide advisors with detailed recommendations.
  • Prepare suitability reports and other documentation required for client meetings.
  • Liaise with lenders, clients, and other stakeholders to facilitate the smooth processing of mortgage and protection applications.
  • Maintain up-to-date knowledge of mortgage products, protection policies, and FCA regulations.
  • Ensure all client interactions and documentation meet the highest standards of compliance and professionalism.
Requirements
  • Proven experience as a Paraplanner, ideally within a mortgage or financial advisory firm.
  • CeMAP 1,2, and 3 qualified.
  • Strong understanding of mortgage products, protection policies, and FCA regulations.
  • Excellent organisational skills and attention to detail.
  • Ability to analyse complex information and present it clearly and concisely.
  • Proficiency in Microsoft Office, including Excel, Word, and Outlook.
  • Strong communication skills and the ability to work effectively within a team.
What We Offer
  • Permanent full-time role with excellent growth potential
  • Comprehensive induction and training program with ongoing professional development
  • Opportunities for progression within the Penn Group of Companies
  • Participation in the discretionary Group bonus scheme
  • Full IT support provided
Your Career with Penn Financial

As a Paraplanner at Penn Financial, you will play a crucial role supporting our advisors and ensuring our clients receive the best possible service. Your success in this role can lead to further opportunities for career progression within the Group. For the right candidate, we will support you in obtaining full CAS status and continually support you in your quest for further training, development, and qualifications.

Working Hours

Weekdays - 09:00 am to 5:30 pm

Rewards

Competitive salary (depending on skills and experience) with opportunities to earn Group performance bonuses.