Mortgage Paraplanner

England, United Kingdom


What the Hiring Manager Says
Job Title: Mortgage Paraplanner
Level: 3
Location: England (Home Workers)
Contract type: Permanent, Full-Time, Remote

What the Hiring Manager Says

“Quilter Paraplanning team is made up of individuals covering a wide range of experience across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive.

We pride ourselves on offering our new recruits the help and support they need to succeed in their new roles. Because of the diversity of the work we do, no two days are never the same & our paraplanners are the pivotal contact between the advisors, providers & our quality teams.

It is very empowering to work within a team where the Paraplanner manage their daily workloads, & where you prioritise your workload to achieve the best outcome for our advisor and clients.

Success is measured by achieving a great quality case, completed in a timely manner for the advisors we prepare the cases for and ultimately the clients we serve.

Working for Quilter offers both formal and informal training, the successful candidate will have the opportunity to apply to achieve industry qualifications depending on their experience. There are also structures quality training on various case types completed by webinars by the companies’ technical specialists.

Our hiring process includes the reviewing of your application, a virtual interview which will cover you experience and where we can explain the full aspect of the role and the part we play as a team to the national advisors. Once the interviews have taken place, we will then review the candidates and depending on the response, complete a second call should we need more information to make our decision. During the virtual interview, you will have the opportunity of meeting our inhouse team trainer, who will explain how we will tailor the training we give depending on your knowledge of completing different case types”.

Paraplanning Operations Manager
About the Role
As a Mortgage Paraplanner in Quilter Financial Planning, your main purpose is to provide support to the Quilter Financial Adviser based advisers, by consolidating the client’s needs and objectives, together with the recommendations and calculations in a suitability letter, you will be analysing and using research tools to provide solutions to meet client’s needs and objectives to find suitable lenders as well as producing sourcing reports and mortgage illustrations
You will be responsible for ensuring that all paperwork is provided and sufficient to facilitate the lenders and compliance requirements as well as completion of AIP. Producing compliant suitability reports and addendum letters if required and checking supporting documents in-line with Quilter’s sales process and guidance.
Communicating with third parties to ensure the completeness of the mortgage. Carrying out all tasks to be consistent with compliance procedures.
You will be liaising directly with advisers on a regular basis, ensuring that they are kept updated with the progress of their cases, additionally, you will be liaising with the Quilter Compliance Team on a regular basis to understand any changes in the guidelines, always ensuring compliance.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To succeed in this role, you will ideally have or be working towards CeMAP qualifications
You will have knowledge of the Financial Services Industry, ideally with some experience in Paraplanning for mortgages
You must be competent in Microsoft Office Word and Excel
You must act with due skill, care and diligence and integrity
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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