Type of Position: Mortgage Administrator/Junior Paraplanner
Our client is looking for a talented Mortgage Administrator/Junior Paraplanner to join their team in Reading.
• 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
Please email your CV to email@example.com to be considered for this position.