Mortgage and Protection Paraplanner

Recruiter
Cameron James Professional Recruitment
Location
Leeds
Posted
14 Jul 2017
Closes
28 Jul 2017
Job role
Accountant

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

This job was originally posted as www.totaljobs.com/job/75068729