Mortgage Administration Manager

Service Service Employment Agency Limited; Norwich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning agency in Norwich is seeking an experienced Paraplanner to provide critical support to Financial Planners. The role includes researching financial products and strategies, preparing reports, and ensuring compliance. With a strong focus on professional growth, this position offers competitive salary, pension, and many benefits.

Benefits

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Qualifications

• Minimum of 3 years experience in a similar environment.

Responsibilities

• Providing research/report writing and ensuring compliance requirements are met.
• Maintaining relationships with financial institutions.
• Attending client meetings and achieving personal targets.

Skills

Research & reporting skills

Co-ordination skills

Financial planning technical skills

Organisation and prioritisation skills

Communication skills

Time Management skills

Interpersonal skills

Education

Financial Planning Certificate

Diploma required (or working towards)

Job description

My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

Role purpose

• The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients.

Responsibilities

• Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
• Developing and maintaining a good working relationship with financial institutions
• Maintaining and developing knowledge in all areas of financial planning
• Attending client meetings
• Achieving personal targets set by department
• Maintaining a good working relationship with existing clients
• Research – products, investment solutions and financial planning strategies
• Report writing - production of compliant reports/suitability letters
• Develop client bank for both existing and new clients (if applicable)
• Ensure all business is conducted in an ethical and compliant manner

Skills required

• Research & reporting skills
• Co-ordination skills
• Financial planning technical skills.
• Organisation and prioritisation skills
• Communication skills
• Time Management skills
• Interpersonal skills

Qualifications and experience

• Financial Planning Certificate
• Diploma required (or working towards)
• Minimum of 3 years experience in similar environment

Benefits

• Company pension
• 25 days holiday
• Death in Service 3 x Salary
• Health Cash plan
• Annual pay review
• Annual group bonus
• Regular work social events