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Paraplanner

Job LocationHolborn
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Are you an experienced IFA Paraplanner & Mortgage AdministratorWould you like Hybrid work in Central London right next to Covent garden, or perhaps youd prefer to work from homeWith an exceptional salary, negotiable depending on experience, an annual bonus, and your choice of hybrid or remote work, this could be just what youre looking for...The Mortgage & IFA Paraplanner RoleAs the IFA and Mortgage Administrator for the company, you will be supporting two Independent Financial Advisers with their pension, investment, and Mortgage cases, 70% of your time will be dedicated to IFA administration and 30% of your time will be dedicatedto Mortgage administration.You’ll need to have experience working as IFA administrator & Mortgage administrator for an IFA or within a wealth management company, as well as knowledge of the SJP systems to excel in this position.Mortgage & IFA Paraplanner key responsibilities:

  • Organising adviser diaries and booking client meetings
  • Taking charge of the annual wealth review process in full including writing reports including cashflow modelling and post meeting action point letters for clients
  • Writing top up, transfer and withdrawal reports
  • Supporting clients throughout the planning process, updating and answering queries
  • Undertaking the letter of authority process including chasing providers and provide updates to all parties
  • Provide administrative support for Mortgage cases, chasing lenders, solicitors & clients for essential documents
  • Keep track of communications providing updates to all parties.
The Mortgage & IFA Paraplanner Package
  • Salary £35k - £45k+ Negotiable depending on experience
  • Annual Bonus (last year £7.5k)
  • Hybrid or Remote
  • Office in Holborn
Mortgage & IFA Paraplanner desired skills and experience
  • Experience as an IFA Paraplanner
  • Experience as a Mortgage Administrator
  • Prior experience working with SJP systems is desirable
  • Dedicated and proactive
  • Attention to detail
  • Ability to work autonomously
Think that this role is right for you Contact us to arrange a call, we’d love to find out more about you.Required skills
  • 1Administrative
  • 1Administrative Support
  • 1Financial Services
  • 1Paraplanning
  • 1Wealth Management
  • 1Independent Financial Advice
  • 1Wealth Management Services

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