Paraplanner - Swansea, United Kingdom - CEH Recruitment Limited

Tom O´Connor

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Tom O´Connor

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Description

Our client based in Swansea has been through significant growth over the last couple of years and is looking to recruit a Paraplanner on a fulltime permanent basis.

If you are looking for a career and not just a job then this employer definitely wants tohear from you.

The role will be working for a well-established local business you will be working with the mortgage advisors/brokers on the more complex packages/cases


Job Description:

  • Undertake indepth reviews with clients
  • Maintenance of client records
  • Accurate recording and tracking of client's actions
  • Collating, scanning, recording and processing of relevant mandatory documentation
  • Processing Mortgage Applications
  • Pursue cases through the mortgage submission process to completion
  • Mortgage processing tasks of all descriptions
  • Manning the Client Support desk and handling client enquiries
  • Build and maintain relationships with financial intermediaries and finance advisers
Interviews to happen ASAP.

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