About Us:
We are a team of experienced Mortgage and Protection Advisors based in Westbrook, Warrington. Our commitment is to first-class customer service, driven by our extensive industry knowledge and experience. We offer an exceptional opportunity for career growth within a dynamic company that prides itself on service excellence.
Role Overview:
As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service. You'll collaborate closely with internal departments and directors to ensure fair and responsible decisions are made based on customer information, swiftly and diligently. Our ethos revolves around speed, accuracy, service, and a proactive attitude.
Key Responsibilities:
* Prepare accurate suitability reports and letters to meet target deadlines.
* Ensure all client work is compliant and supported with the necessary paperwork.
* Conduct comparative and technical research for client recommendations and existing arrangement reviews.
* Understand clients' overall financial positions from fact-finds.
* Collaborate with Mortgage and Protection Advisors to discuss client objectives, identifying and obtaining necessary information for suitability checks.
* Investigate client queries thoroughly and provide accurate responses.
* Conduct annual reviews in accordance with Service Level Agreements (SLAs).
* Proficient use of mortgage-specific software.
Essential Criteria:
* Proven success and knowledge within Financial Services, specialising in mortgage and protection advice.
* Excellent understanding of local market movements, activities, and competitors.
* A drive to continuously develop your knowledge and skills.
* Commitment to the company's values and processes, offering excellent service.
* Effective communication skills, both face-to-face and over the phone.
* High standard of English grammar and presentation skills.
* Attained or working towards CeMAP.
* Strong understanding of financial products and services, with the ability to assess suitability in line with clients' goals.
* Analytical skills, especially in analysing financial records and providing technical commentary.
* Exceptional organisational skills, with the ability to manage multiple caseloads simultaneously.
Desirable:
* Full driving licence.
* Experience in advising on a range of products, including residential, buy-to-let (BTL), commercial, and bridging loans.
Benefits:
* 3 pm finish on Fridays.
* 32 days annual leave, including bank holidays.
* Day off on your birthday.
* Complimentary on-site parking.
* Company pension scheme.
* Seasonal team events.
Join Our Team:
Embark on a rewarding career path where your contributions are valued and your professional development is taken seriously. We are looking for individuals who share our ethos of treating customers fairly and are passionate about providing unparalleled service. If you are personable, professional, and ready to join a leading team, we would love to hear from you.
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Benefits:
* Company pension
* Free parking
* On-site parking
Work Location: In person