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Financial Services

Reading

08/12/2021

Type of Position: Mortgage Administrator/Junior Paraplanner
Pay: £27k

Mortgage Administrator/Junior Paraplanner

Our client is looking for a talented Mortgage Administrator/Junior Paraplanner to join their team in Reading.

Key Responsibilities:

• To fully support the financial planners in terms of technical research, report writing and ensuring compliance procedures & internal systems and processes are followed.

• To work seamlessly with the existing Paraplanner & Admin support teams.

• To maintain client confidentiality, data protection and other legislative and organisational responsibilities.

• To seek opportunities for continuous improvements and feedback to Head of Paraplanning and Head of Operations.

• To deliver high standard technical support within in line with our strategies, policies and procedures.

• Study towards diploma in financial planning 

 

Ideal Candidate:

  • Knowledge and understanding of the Financial Planning process
  • Report writing experience
  • Strong work ethic

Please email your CV to josie@artemisrecruitment.co.uk to be considered for this position.
  

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