Paraplanner Work, Jobs in Teddington, Gtl (with Salaries)

Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
3d
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
12d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Paraplanner
Evelyn Partners —London
- Full-time
- Hybrid work
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Administrative experience
- Financial services
7d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
4d
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Associate, Wealth Management
Royal Bank of Canada —London
- Full-time
- Customer service
- Communication skills
- Banking
5d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
11d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply

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Mortgage Administrator / Paraplanner

PRIMIS Mortgage Network -
Walton-on-Thames

Apply Now

Job details

Part-time | Full-time
£28,000 - £35,000 a year

Qualifications

Business processes
Administrative experience
Communication skills

Full job description

Job Profile:

Senior Mortgage Administrator / Paraplanner

PRIMIS Mortgage Network are seeking a Full Time highly experienced Senior Mortgage Administrator / Paraplanner to join a super busy Appointed Representative partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation.

Our highly valued AR partner is a small but super busy and successful Mortgage & Protection advisory business based in Walton on Thames.

The firm have 2 high volume Mortgage Advisors and 3 administrators currently and are now keen to expand their team with a Paraplanner.

We are specifically looking for a minimum of 5 years’ experience of Mortgage Administration or Advisor within a Mortgage Brokerage. Ideally the paraplanner will have previous or current Advisory experience and is now looking for a more administrative role.

Monies are DOE and negotiable £28,000 - £35,000 DOE

The firm do not work on a Friday. You will be paid the full salary advertised for 4 days Monday - Thursday.

The role is primarily office based in Walton, but there may be some flex for hybrid working.

Working directly alongside the 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 third parties.
Chasing outstanding information and proactively moving cases forward.
Drafting client correspondence, summaries and supporting documentation.
Maintaining accurate records and ensuring compliance requirements are met.
Supporting the ongoing development of business processes and client experience.
Identifying opportunities to improve efficiency through technology and automation.

Skills & Experience Required:

Hold relevant mortgage and protection qualifications.
Have experience within a mortgage and protection environment.
Be confident researching mortgage and protection solutions independently.
Have experience submitting and managing cases with lenders and providers.
Be highly organised and able to manage multiple cases simultaneously.
Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.
Have exceptional written communication skills with strong attention to detail.
Be naturally curious, proactive and eager to learn.
Be comfortable using technology and excited by the opportunities created by AI and automation.
Take ownership of their work and demonstrate strong problem-solving skills.
Have a genuine desire to develop their knowledge and potentially progress into an advisory role over time.

Applications will be exclusively managed by James McNee of the PRIMIS Mortgage Network / LSL’s internal recruitment function whom can be contacted on 07814 543722 or [email protected]

PRIMIS Mortgage Network - a wholly owned subsidiary of the highly respected parent business - LSL Property Services plc, is the largest Mortgage and Protection Network in the UK with some 3000 advisers across some 1000 partner mortgage advisory firms.

The PRIMIS network of ARs offer Mortgage and Protection advisory services through numerous avenues to include Specialist Mortgage Advisory businesses, Accountancy practices, Mortgage Shops, businesses supporting High Street Estate Agency, on-line Brokers, New Build specialist organisations with affinities with major housing developers, on-line Estate Agency - the list goes on..

PRIMIS / LSL Property Services are dedicated to protecting your data – our Recruitment Privacy Notice can be viewed on the PRIMIS / LSL Careers site.

Apply Now

Refine Your Search

paraplanner jobs in teddington, gtl

Mortgage Administrator / Paraplanner

Paraplanner (Remote)

Paraplanner

Paraplanner | Knight Frank Finance

Protection Paraplanner

Paraplanner

Associate Financial Advisor - Hybrid

Technical Administrator

Retirement Support Specialist

Financial Planner - Surrey

Financial Adviser

Trainee/Junior Financial Planner

Client Support Executive

Head of Paraplanning

Associate, Wealth Management

Compliance Manager (Financial Advice)

Wealth Paraplanner

Financial Planning Administrator

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