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Seeking an accomplished Paraplanner / Mortgage Administrator for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment
Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. They are a family owned business that have continued to grow year on year since their inception in 1997. With a friendly and successful environment, they are looking to welcome an accomplished Paraplanner / Mortgage Administrator into the team -
Please read below and Click Apply if you feel you have the necessary experience.
Highlights for the Successful Paraplanner / Mortgage Administrator
- Bespoke training plan in order to develop you into a fully fledged adviser if that's your chosen route
- Generous Holiday entitlement
- Brand new, recently built, state of the art office environment
- Company pension scheme and full corporate benefits
- All expenses paid incentives including Summer / Christmas Parties
- All expenses paid trip to New York (plus guest) for employee that goes above and beyond this year
- Market leader with a prestigious bank of high net worth clients
- Fantastic team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one
The Position of Paraplanner / Mortgage Administrator
You will be responsible for providing expert support to their team of advisers who will be
processing substantial mortgage and life insurance applications for their enviable client base.
Specific Responsibilities of the Mortgage Administrator:
- Handling applications, documentation and specialist mortgage administration
- Mortgage case handling / Protection Planning
- Key in cases
- Sourcing Mortgages
- Providing advice and support to junior members of the administration team
- Providing first class customer service to clients
- Handling of all communication between solicitors, banks and other third parties
- Instruction and management of valuations
What we are looking for:
Our client has consistently grown year on year and is looking for someone to join the business with the same passion for customer excellence as the rest of the team. We are seeking someone that can demonstrate:
- Prior experience in a Mortgage Administrator / Paraplanner position
- Life Insurance experience would be an advantage
- Experience of using internal systems i.e. Trigold
- Experience of managing the relevant end-to-end systems throughout a mortgage application
- Experience of working with third parties including solicitors and lenders
- A motivated character who wants to provide exceptional customer service
With further growth planned this is a perfect time to be joining such a thriving business. If you like the sound of this opportunity and feel you have the necessary experience, don’t leave it for someone else to land the position. Apply now and talk to us to find out more!
