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Position: Paraplanner/Mortgage Admin For City Financial Advisors To & amp;pound;35k
Location: The City London,London
Position Type: employed
Sectors/Categories: accountancy
Salary: GBP 35000.00
ParaplannerMortgage Admin for city Financial Advisors to 35kUpgradesThis is a standard job ad SummaryThis person will be a CeMap Paraplanner with experience in Financial planning Full descriptionOur clients a city based Financial Advisors requires a Financial Paraplanner for their accounts team They are looking for someone to provide administration and sales support to the advisors within the office They have lovely office environment and would be a great place to work for someone with this kind of experience
Your duties will include
To prepare client situation needs and recommendations
Conduct research and order illustrations using the approach research tools and compliance guidance where appropriate
To source mortgages using Trigold and ensure all appropriate paperwork is on file
Ensure for the PPM that all key facts application forms and other relevant paperwork as specified by TC requirements are on file
Submit if required for preapproval and...
Company Name: AS Recruitment
Advertised On: UJOB (Vazzee UK Limited)
Date Posted: 04 November 2011
