Paraplanner

Milton Keynes

An excellent opportunity has arisen for an experienced Mortgage Para planner to work in a successful firm of Mortgage & Insurance Brokers based in Milton Keynes.

This is a part-time role (5 days / 20 hours per week) With hybrid working predominately based in the office with some home working.

You will be working closely with the Mortgage Adviser offering 1-1 support.

The main focus of the position will involve:

· Speaking with clients and gathering information on a daily basis

· Processing mortgages from the Initial enquiry through to mortgage offer.

· Making sure all cases are dealt with efficiently

· Maintaining accurate client records in line with compliance procedures

· Producing suitability reports for both mortgage and life insurance

· CeMAP Qualified (preferred but not essential)

In order to be considered for this position suitable applicants must possess excellent communication skills, have a good level of efficiency and confident professional telephone manner.

Please complete the form below to initiate the application process. You will also be able to upload a CV if applicable.