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
Salary - 25k to 30k depending on experience 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
In addition, we offer
In addition, we offer free parking, pension scheme. Winter and Summer Team Social Events
Job Types: Full-time, Permanent
Pay: 25,000.00-30,000.00 per year
Benefits:
Additional leave
Company pension
Free parking
On-site parking
Ability to commute/relocate:
Warrington: reliably commute or plan to relocate before starting work (required)
Experience:
mortgage administration: 1 year (required)
Work authorisation:
United Kingdom (required)
Work Location: In person
Application deadline: 20/11/2025
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