Mortgage Paraplanner - Walton-on-Thames, United Kingdom - Pure Resourcing Limited

Pure Resourcing Limited
Pure Resourcing Limited
Verified Company
Walton-on-Thames, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Mortgage Paraplanner

Surrey


Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs.

They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their client's dreams realised.


Due to organic growth, they are now in search of an experienced Mortgage Paraplanner that would like to continue their career within a "family feel" environment.

You may be a Mortgage Adviser who is looking to come away from sales, an existing Paraplannerwho wishes to grow their career into Advisory or, someone that is looking for a little more flexibility to work around their family life.


Responsibilities:


  • Researching and sourcing new and alternative lending products.
  • Conducting factfinds and obtaining relevant documentation.
  • Progressing client mortgage and protection cases
  • Liaising with clients, Introducers and Lenders.
  • Maintaining compliant processes
  • Running data reports for management information
  • Mortgage case processing
  • Undertaking administration support
  • At least 3 years' experience of working within a regulated, whole of market environment. (This could be as a Mortgage Paraplanner or Mortgage Adviser) (Essential)
  • Thorough understanding of Lender's Criteria across the whole of Market
  • Have experience researching and placing cases
  • Have experience of pre and post sales administration
  • Have the desire for personal development and constant improvement

On offer:

  • 4 day working week
  • Basic salary of £30k (There is flexibility for someone with experience)
  • Bonus scheme payable each April at the discretion of the directors
  • Flexibility around family
  • Bonus paid annually as well as a Christmas bonus
  • A family orientated, close knit environment
  • Ongoing professional development
  • Free parking
  • Café, restaurant, and gym on site
  • All bank holidays off and outside of holiday entitlement.
  • Additional time off at Christmas until the New Year
  • Access to pension scheme (with employer and employee contributions) or cashinlieu if prefer not to join (After 6 month probation period)
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