Mortgage and Protection Paraplanner

Cameron James Professional Recruitment
14 Jul 2017
28 Jul 2017
Job role

Our Client, a Leeds City Centre based firm or Financial Advisors specialising in Mortgages, Protection and Investment require a full time administrator, ideally CeMap qualified, to provide support to the Advisors.

Main Duties:

ACCOUNT EXECUTIVE (Mortgages, Protection and Investments)

  • Researching the whole of market as per the adviser's soft fact findings using mainly Assureweb and IRESS Trigold
  • Producing client Illustrations, application packs and compliance documents
  • Checking, scanning and processing client applications to providers
  • Producing client suitability letters
  • Responding to all client queries received by telephone and/or by email
  • Preparing client portfolio file packs for adviser/client meetings

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