Walton-on-Thames, Surrey | Office-Based with Flexibility | Excellent Career Progression
My client, a highly respected and growing Financial Planning firm is seeking an ambitious Mortgage & Protection Paraplanner to join its Adviser team in Walton-on-Thames.
This is an excellent opportunity for an experienced mortgage and protection professional who is looking to take the next step in their career. The role offers far more than traditional paraplanning and administration, providing the opportunity to work closely with an experienced Adviser, develop technical expertise, and potentially progress into an advisory position in the future.
You’ll become an integral part of a professional, client-focused business that prides itself on delivering exceptional service and embracing technology to enhance both client outcomes and operational efficiency.
The Opportunity
Working directly alongside the lead Adviser, you’ll play a key role in supporting the delivery of mortgage and protection advice, ensuring cases progress smoothly from initial enquiry through to completion.
Key responsibilities will include:
Researching mortgage and protection solutions using industry sourcing systems
Preparing research findings and recommendations to support client advice
Submitting mortgage and protection applications to lenders and insurers
Supporting the progression of cases from application through to completion
Liaising with clients, lenders, insurers, solicitors and other third parties
Proactively chasing outstanding information and managing case pipelines
Drafting client communications, reports and supporting documentation
Maintaining accurate records and ensuring compliance standards are met
Supporting continuous improvements to processes and client experience
Identifying opportunities to utilise technology, AI and automation to improve efficiency
About You
The successful candidate will have previous experience within the mortgage and protection sector and be looking to further develop their career within a supportive and forward-thinking environment.
You will ideally possess:
Relevant mortgage and protection qualifications
Experience within a mortgage and protection environment
Strong knowledge of mortgage and protection products and providers
Experience researching solutions and managing applications through to completion
Excellent organisational skills with the ability to manage multiple cases simultaneously
Strong communication skills, both written and verbal
Confidence engaging with clients and professional contacts
A proactive, solutions-focused approach to your work
Strong attention to detail and a commitment to delivering exceptional service
A genuine interest in technology, AI and process improvement
Ambition to continue learning and potentially progress into an Adviser role in the future
Career Development
This position offers a genuine long-term career pathway for the right individual.
You will benefit from:
Direct mentoring and support from an experienced Adviser
Exposure to the full advice process
Development of both technical and client-facing skills
Greater involvement in advice research and recommendations
Opportunities to contribute to business growth and innovation
A structured pathway towards becoming an Adviser, subject to performance and aspirations
Why Apply?
This is an opportunity to join a business where your contribution will be recognised and where career progression is actively encouraged. The successful candidate will become a trusted member of the team, helping to deliver outstanding client outcomes while building a rewarding long-term career within financial services.
If you’re an experienced Mortgage & Protection professional looking for a role that offers genuine development and future advisory opportunities, we’d love to hear from you.
