Part time paraplanner financial advisor Work, Jobs in Cheadle, Eng (with Salaries)

Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply

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Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
The Mortgage Paraplanner and Administrator will be responsible for supporting mortgage advisors, preparing and submitting mortgage applications, conducting…
From £25,500 a year
Quick apply

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Mortgage Administrator/Paraplanner

AMG Financial Solutions Limited
Cheadle

Quick apply

Job details

Full-time | Fixed term contract
From £25,500 a year

Benefits

Free parking
Company pension
On-site parking

Qualifications

Financial planning
Microsoft Office
Administrative experience
Financial services
Communication skills
Time management

Full job description

The ideal candidate will have:

Experience with mortgage applications and administrative tasks
Strong organisational and time-management skills
Excellent written and verbal communication skills
Familiarity with financial regulations and compliance
Ability to work independently and as part of a team
Proficiency in using mortgage software and Microsoft Office Suite
Candidates with previous experience in the financial services industry are preferred
CeMap or alternative financial qualifications preferred but not essential

Key responsibilities

The Mortgage Paraplanner and Administrator will be responsible for supporting mortgage advisors, preparing and submitting mortgage applications, conducting research, and managing client documents. Daily tasks will include liaising with lenders, ensuring all compliance and regulatory requirements are met, and providing exceptional client service through effective communication and follow-ups.

Skills

Ability to work independently and as part of a team
Organised and able to prioritise workloads
Excellent communication
Good attention to detail
Client focused
Positive, can-do attitude
Strong time management skills

Benefits

The position would suit someone satisfied in an open office-based environment, happy to work within a tight knit team.

Salary negotiable dependent on experience
Company pension scheme
Life Assurance cover £100k
20 days holiday plus bank holidays.
Possible entitlement to Discretionary Staff Bonus.

Pay: From £25,500.00 per year

Benefits:

Company pension
Free parking
On-site parking

Ability to commute/relocate:

Cheadle SK8 6RL: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Quick apply

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part time paraplanner financial advisor jobs in cheadle, eng

Mortgage Administrator/Paraplanner

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