Ascot Mortgages Ltd
Location: Office based in Warrington
Job description
Mortgage Paraplanner
Your will be joining and experienced team of Mortgage and Protection Advisors who pride themselves in first class customer service, drive and high-quality industry knowledge and experience.
The is a unique opportunity to grow within a strong dynamic company, who pride themselves on both service and excellence.
You will deliver exceptional service, working closely with internal departments and directors to make fair and responsible decisions based on customer information swiftly and diligently. We pride ourselves on speed, accuracy, service, and a can-do attitude.
Working hours – 35.5hrs
Competitive Salary plus bonus
Essential
· Track record of success and knowledge within Financial Services, specialising in mortgage and protection advice.
· Excellent understanding of your local market movement, activities, and competitors
· Enthusiasm to learn and continuously develop your knowledge and skills.
· Passionate about the company you work for and your team to really embed our values and processes.
· Paraplanners must be personable, easy to work with and share the company ethos of treating customers fairly and always offering an excellent service.
· Ability to communicate with others in a professional and helpful manner both face to face and on the telephone.
· Good standard of English grammar, spelling and takes pride in presentation of work.
· Dedication, loyalty, diligence, and efficiency. Punctual with a tidy manner.
* Attained or working towards CeMAP
* Strong understanding of financial products and services
* Ability to assess suitability in line with client's goals
* Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
* Strong organisation skills with the ability to manage multiple caseloads at any one time
Responsibilities
· Accurately prepare suitability reports and letters to target deadlines
· Ensure all client work is compliant and supported with relevant paperwork
· Undertake comparative research in preparation of client recommendations
· Complete technical research as part of the existing arrangement review process
· Understand clients overall financial position from fact finds
· Discuss client objectives with the relevant Mortgage and Protection Advisors, identifying and obtaining necessary client information to prepare the necessary suitability checks
· Ensure all client queries are appropriately investigated and accurate responses given
· Conduct annual reviews in line with SLA's
· Proven use of mortgage-specific software
· Full driving licence
· Experience of advising on a range of products including residential, BTL, commercial and bridging.
Desirable:
Full driving licence
Attractive package with bonus
Early Friday finish at 3pm
Extra day's holiday for your birthday
Supportive team environment – we look after our staff