Paraplanner

KAPP
£22000 - £23000

Job Description

Our client based in Derby are looking for a Paraplanner to join their team on a full time, permanent basis. They are looking for someone with previous experience in a Paraplanning role who is fully CeMAP qualified. 

Mon to Fri 8:30am - 4:30pm (office based)
22k - 23k.

Paraplanner - The Role:

  • Paraplanner support for Mortgage Advisers     
  • Obtaining decisions in principal
  • Researching the market place and obtaining illustrations
  • Submitting cases to lenders with all supporting documentation
  • Seeing application through to offer and liaising with clients, advisers and lenders
  • Compliance checking of applications
  • Consistently and accurately updating work pipeline
  • Keep up to date with current legislation, report producing and regular management information


Paraplanner - The Candidate:

  • Candidates must have experience in a similar role and must be fully CeMap qualified 
  • IT Skills – high standard of proficiency in Microsoft Word, Excel & databases as well as good keyboard skills. 
  • Communicate effectively – communicate clearly and unambiguously, verbally, in writing and via IT to individuals and groups
  • Compliant attitude – comply with relevant codes of conduct (MCOB, money laundering) and maintain up to date knowledge of regulatory issues. 
  • Customer priority – deal effectively and courteously with customers, provide a high standard of service
  • Implementing Change – adaptable, accept change where necessary and work towards common goals in achieving change
  • Planning and organisation – manage routine, work on own initiative by planning activities and establishing priorities, complete assigned tasks within expected timescale