Company Description
AMG Financial Solutions Limited specializes in providing advice on various types of mortgages and protection. We offer residential mortgages, first-time buyer support, and remortgaging options tailored to individual needs. Our team has access to a comprehensive range of mortgages and exclusive products not available directly. We also provide holistic financial planning to develop lifelong relationships with our clients, ensuring constant review and relevance of protection plans. AMG Financial Solutions Limited is authorized and regulated by the Financial Conduct Authority (FCA).
Role Description
This is a full-time on-site role for a Mortgage Paraplanner and Administrator located in Cheadle Hulme. The Mortgage Paraplanner and Administrator will be responsible for supporting mortgage advisors, preparing and submitting mortgage applications, conducting research, and managing client documents. Daily tasks will include liaising with lenders, ensuring all compliance and regulatory requirements are met, and providing exceptional client service through effective communication and follow-ups.
Qualifications
* Experience with mortgage applications and administrative tasks
* Strong organizational and time-management skills
* Excellent written and verbal communication skills
* Familiarity with financial regulations and compliance
* Ability to work independently and as part of a team
* Proficiency in using mortgage software and Microsoft Office Suite
* Candidates with previous experience in the financial services industry are preferred
* CeMap or alternative Financial qualifications