Experienced Paraplanner (Full or Part-Time)
We are seeking a skilled and detail-oriented Paraplanner to join our friendly and professional team. This is a fantastic opportunity for someone who enjoys working collaboratively, thrives on accuracy, and is passionate about delivering exceptional client service.
About the Role
As a Paraplanner, you will play a key role in supporting our advisers by preparing high-quality financial reports, conducting in-depth research, and ensuring compliance with regulatory requirements. You’ll work closely with our advisers to help clients achieve their financial goals.
Key Responsibilities
- Conducting product and provider research
- Loading information onto CRM and Network Database
- Obtaining DIP's
- Analysing client information and financial data
- Ensuring all work meets FCA compliance standards
- Liaising with advisers, clients, and providers to progress cases efficiently
What We’re Looking For
- Proven experience as a Mortgage Paraplanner or Mortgage Broker
- Strong technical knowledge of mortgages and protection products
- Excellent written and verbal communication skills
- High attention to detail and strong organisational skills
- CeMAP certified
What We Offer
- Flexible working options – full-time or part-time
- Competitive salary based on experience
- Support for ongoing professional development
- Friendly, supportive team environment
If you’re an experienced Paraplanner looking for a role where your expertise is valued and your work makes a real difference, we’d love to hear from you.
Job Type: Full-time
Pay: £24,000.00-£30,000.00 per year
Benefits:
- Free parking
- On-site parking
Work Location: In person
