Our client is a specialist finance broker based in Essex and are looking to appoint an experienced Paraplanner.

Their growth over the last year has been impressive and as a result, they are looking to grow their current team.

They are looking for someone from either a Mortgage OR IFA background.

The team is diverse, sociable and hard working.

Key Responsibilities

• Keeping cases moving
• Chasing solicitors and lenders
• Managing files and supporting brokers with getting terms.
• Completing suitability letters and wrapping up deals
• Attending Client meetings & corresponding with clients
• Writing Engagement Letters

Skills & Experience

• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Exceptional attention to detail
• Manages time effectively with the ability to multi-task
• Open to change with a creative approach to problem solving
• Works well on own tasks as well as on shared goals as part of a team.

Interviews are available immediately. Apply below for more information.