At a Glance
- Tasks: Support clients by researching mortgage and protection solutions and managing case applications.
- Company: Leading Financial Planning firm with a focus on client service.
- Benefits: 4-day work week, career progression opportunities, and hands-on learning from experienced advisers.
- Other info: Be part of a small, professional team with excellent growth potential.
- Why this job: Join a dynamic team and kickstart your career in the mortgage and protection sector.
- Qualifications: Experience in mortgage and protection, strong organisational skills, and a desire to learn.
The predicted salary is between 30000 - 40000 £ per year.
THIS IS IDEALLY A FULLY OFFICE-BASED ROLE ON A 4-DAY WEEK BASIS Our client is a leading Financial Planning firm.
They are seeking an ambitious, highly organised Mortgage Protection Paraplanner to work closely alongside the Director and Adviser team.
You will become a key part of a small, professional and highly client-focused business, helping deliver outstanding advice and service to our clients whilst learning directly from an experienced adviser.
There are excellent opportunities to progress your career with this role!
We are looking for someone with the appetite and potential to develop into an adviser in the future.
This is a unique opportunity for someone who already has experience within the mortgage and protection sector and wants to take the next step in their career.
Whilst the role is initially focused on research, case management, technical support and client communication.
The Role Working directly alongside our lead adviser, your responsibilities will include: Researching mortgage and protection solutions using industry sourcing systems.
Preparing research and recommendations to support client advice.
Submitting mortgage and protection applications to lenders and insurers.
Helping our Sales Progression team move cases from application through to completion.
Liaising with clients, lenders, insurers, solicitors and thi...
Mortgage and Protection Paraplanner in Surrey employer: HoneyPot People Ltd
As a leading Financial Planning firm, we pride ourselves on fostering a supportive and collaborative work environment where our employees can thrive. With a focus on professional development, we offer clear pathways for career progression, particularly for those looking to advance into advisory roles. Our office-based, 4-day work week not only promotes a healthy work-life balance but also allows you to work closely with experienced professionals, ensuring you receive the mentorship and guidance needed to excel in your career.
