Posted on: October 25, 2024
Join our team
We currently have an opening for a Financial Administrator /Paraplanner /Trainee Paraplanner to join the team at our Tilehurst Office.
The Company
Village Financial Services Ltd are a successful and well established independently owned mortgage and protection firm based in the centre of Tilehurst, Reading. We are looking for a Financial Administrator/Paraplanner/Trainee Paraplanner to join our team in order to support 2 advisers with over 25 years industry experience between them.
Duties
Looking for a professional, outgoing individual who will provide administrative support to advisers. This will include:
- Answering the incoming telephone enquiries
- Client contact via email and telephone
- Complete mortgage affordability calculators
- Carry out mortgage and protection product research using relevant sourcing software
- Use various lender and insurer online platforms/portals to submit mortgage and insurance applications
- Chasing outstanding client information/documentation
- Ensure all work meets the required FCA compliance standards
Key candidate attributes
Previous experience in mortgage administration or in a financial services environment is preferable, however not essential as applications will be considered from applicants with administration experience.
- Strong organisation skills.
- Excellent communication and customer services skills.
- Good computer skills.
- Able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably.
- Enjoy working within a team.
Hours – We anticipate the role to be around 20-24 hrs per week. Reasonably flexible but the successful candidate would need to work a minimum 4 days per week.
Salary – Negotiable depending on experience but would expect around £12-£15 per hour dependant on whether the candidate is qualified or semi-qualified as a paraplanner, has experience working in a mortgage, insurance or banking industry or is taken on as a trainee.
If you are interested in this role, please email craig.power@villagefs.co.uk and forward an up-to-date copy of your CV with your contact details.
