An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
* Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
* At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
* Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
* Hold Para-Planning qualification.
* Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £35000 - £45000 Per Annum
Posted: 2025-04-03 17:19:27
Up to £30,000 Plus Bonus + Benefits
An ambitious, proactive and detail focussed Mortgage Case Manager is required to provide a first-rate administrative support service to a multi-award-winning team of professional mortgage advisers with a strong track record in delivering exceptional customer service.
The company specialises in providing a range of retail customer mortgages as well as ‘business to business' solutions through a network of over 300 Appointed Representatives across the UK.
The business also provides placement and packaging services to other mortgage advisers keen to benefit from their enhanced knowledge in the specialist lending areas of BTL, Commercial and Bridging Loans.As Mortgage Administrator the successful candidate will work closely with both internal and external mortgage and protection advisers, playing an important role in the process of helping customers make their property ambitions become a reality.This is an office based role but with some flexibility in working hours and a hybrid option can be considered for the right candidate.Key Responsibilities
Manage all aspects of mortgage administration from initial ‘decision in principle' to mortgage completion including keying mortgage applications, chasing lenders and third parties, completing diligence checks and reviewing and processing documents
Update and liaise with clients and advisers as their mortgage applications progress
Administer and progress mortgage applications efficiently and with attention to detail
Invest time in building knowledge of lenders and processes to assist with the company's values of delivering excellent customer service
Skills & Experience
Previous experience in a mortgage case manager or similar administrative role and ideally a familiarity with mortgage lenders and their requirements
Naturally highly organised and able to apply a structured approach to administrative processes
Committed to delivering great customer service and working as part of a team
Highly proficient in using a range of electronic systems and software
Benefits
Salary based on experience plus a quarterly bonus scheme based on cases processed
Company benefits scheme including Wellhub and Sodexo discount scheme
Flexibility and hybrid options for suitable candidates
Full training and growth opportunities
Market leading technology to support case processing
This is a fantastic opportunity for an ambitious Mortgage Administrator to join a flourishing, friendly, and progressive company that can offer true career development opportunities to the successful candidate.
The role also provides a great foundation for those who may be considering a long-term career in the mortgage industry, with opportunities to progress into other roles in the mortgage industry including Mortgage Adviser, Mortgage Research Assistant, Compliance supervisor and more.
Apply now! ....Read more...
Type: Permanent Location: Hornchurch, England
Start: ASAP
Salary / Rate: £29000 - £30000.00 per annum + Plus Bonus + Benefits
Posted: 2025-04-02 23:35:03
