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Mortgage Administrator/Paraplanner London/Surrey

Adecco
Job LocationLondon
EducationNot Mentioned
Salary£25,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client is a small but successful independent Wealth Management Consultancy. Due to an increased demand in business, they are now looking to recruit an extra member of the team. An experienced Mortgage Administrator/Paraplanner to support the Director/Financial Advisor.Duties will include:-

  • Working alongside a director/financial advisor assisting in advice & processing all of the case
  • Collecting financial information & evaluate creditworthiness and eligibility for obtaining a mortgage loan & comply with financial rules & regulations
  • Identify & recommend products that meet the clients needs & the organisations lending guidelines & guide the client through the mortgage process
  • Prepare and submit mortgage loan applications & review regularly to determine if anything is outstanding & to help the process to offer.
  • Inform clients about loan approval or rejection & help resolve problems with applications
  • Ensure compliance with privacy laws and confidentiality policies throughout the process
    • The successful applicant will possess:-
  • CEMAP qualification & have 5+ years in a financial planning role or the consumer loan industry
  • Ability to work independently & use initiative
  • Proficiency in MS Office and preferably Intelligent Office & Trigold
  • Excellent communication skills with the ability to build strong & positive long-term relationships & speak regularly with clients
    • My client is looking for somebody to start ASAP, so if you are interested and have the relevant experience and qualifications, please apply immediately.Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser

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