Mortgage and Protection Paraplanner

THIS IS IDEALLY A FULLY OFFICE-BASED ROLE ON A 4-DAY WEEK BASISOur client is a leading Financial Planning firm. They are seeking an ambitious, highly organised Mortgage and Protection Paraplanner to work closely alongside the Director and Adviser team. You will become a key part of a small, professional and highly client-focused business, helping deliver outstanding advice and service to our clients whilst learning directly from an experienced adviser. There are excellent opportunities to progress your career with this role! We are looking for someone with the appetite and potential to develop into an adviser in the future.This is a unique opportunity for someone who already has experience within the mortgage and protection sector and wants to take the next step in their career. Whilst the role is initially focused on research, case management, technical support and client communication.The RoleWorking directly alongside our 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 ..... full job details .....