Mortgage Planning Assistant. Kings Hill LilyLifestyle

Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis.

Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations.

The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience.

• Support the team of Advisors and Director with mortgage-related research for clients, administration, suitability reports and client communication
• Act as the first point of contact for any client or third party questions
• Maintain a highlevel of industry and regulatory knowledge
• Handle all compliance documentation
• Ensure all data and information is maintained accurately on the inhouse system
• Support with a combination of residential, commercial and BTL mortgages, through to completion

• Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential
• Strong administrative experience, able to work both independently and as part of a team
• Excellent communicator, confident working with colleagues, clients and third parties of all levels
• Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times
• Excellent written and verbal communication
• Great attitude to work, keen to learn and progress

This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change.

You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties.

CVs are being reviewed, so please apply now for immediate consideration.