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Our client is a specialist finance broker based in Essex and are looking to appoint an experienced Paraplanner.
Their growth over the last year has been impressive and as a result, they are looking to grow their current team.
They are looking for someone from either a Mortgage OR IFA background.
The team is diverse, sociable and hard working.
Key Responsibilities
- Keeping cases moving
- Chasing solicitors and lenders
- Managing files and supporting brokers with getting terms.
- Completing suitability letters and wrapping up deals
- Attending Client meetings & corresponding with clients
- Writing Engagement Letters
Skills & Experience
- Highly organised with excellent communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Exceptional attention to detail
- Manages time effectively with the ability to multi-task
- Open to change with a creative approach to problem solving
- Works well on own tasks as well as on shared goals as part of a team.
Interviews are available immediately. Apply below for more information.
