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Paraplanner- Mortgage Administrator
Part time 3 days a week 9.00-5.00 permanent
We are an award-winning, well-regarded whole-of-market financial services company, who have been trading for over 17 years. Our clients are people we have long-lasting wellestablished relationships with.
Whats in it for you?
- 20 days annual leave (plus public holidays) pro-rata to three days.
- Additional three days annual leave between Christmas and New Year (office closed).
- Basic salary of pro-rata to three days
- No weekend work
- A pension scheme from start of month four.
- Access to Bupa Blua Health, virtual health services from the start of month four. Full inpatient and outpatient Private Medical Insurance via our Bupa Group Scheme.
Provide a high level of support to all clients from initial contact to mortgage completion.
Answer incoming telephone calls and taking the initiative to deal with client and provider enquiries.
Support the advisers with lender research.
Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications.
Draft suitability reports for the advisers to review.
Overview all case requirements and associated compliance for each case.
Provide daily administration support to advisors
Use company back-office systems to input and maintain accurate client records.
Ensure that all business documentation and supporting documentation are processed accurately and efficiently. Processes, workflow, and tasks are also completed to the required company standards within agreed timescales.
Communicate effectively with clients, product providers, and colleagues. Liaise with product providers to ensure timely and accurate responses to clients (progress chasing).
Input and update client information into the CRM.
Develop CRM processes to improve general efficiency.
Demonstrate ability to accurately execute processes and document controls. Good knowledge of Microsoft 365 programmes.
Ability to use Affordability Hub, Criteria Hub an advantage.
