Senior Mortgage and Protection Paraplanner
 
Our client is the largest independent mortgage brokers in Essex, providing independent mortgage and protection advice. We work closely with a number of estate agents and other introducers, such as builders, accountants and solicitors, offering independent mortgage and protection advice. As a large introducer, we benefit from a number of exclusive mortgage rates not available to the general public.
 
We have a fantastic opportunity for a senior mortgage and protection paraplanner to join our busy mortgage team. To assist advisers in the processing and administration of applications with speed and accuracy. To assist the compliance manager with file reviews. Give an excellent level of customer service.
 
Salary

• £28 -£32K depending on experience plus bonuses

Key Responsibilities and Accountabilities:

• Communicate & liaise verbally and in writing with Advisers/customers/product providers and relevant staff.
• Interpret instructions and issues arising and implement actions
• Accurate submission of mortgage applications and ensuring initial lender requirements are met
• Updating CRM system with clients' personal information & requirements, ensuring the correct product/s are selected and ensuring client documents are clearly labelled and uploaded to the system in a timely manner
• Start worklist for submitted products and adding and relevant notes which will assist MSC
• Reviewing obtained customer documentation to check that the Flagstone minimum requirements have been met
• Conduct file reviews to a high standard and provide management information on results and outstanding actions
• Establish and maintain effective working relationships with co-workers, supervisors and the general public
• Maintain regular consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures
• Pursue personal development of skills and knowledge necessary for the effective performance of the role

Qualifications

• Full CeMap (and CeRER also desirable

 
Contact: If you are interested in this Paraplanner role, click apply or contact Darren Moore at Rayner Personnel.  
 
Please Note: Rayner Personnel - Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search. 
 
We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future. 
 
INDDM