Paraplanner (Remote)

About Penn Group of Companies: Penn Group of Companies is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering comprehensive, client-centric solutions to complex challenges, utilising the expertise within our Group. At Penn Financial, we focus on the well-being of our clients and their families while motivating our team to achieve their full potential. As we continue to grow, we seek a detail-oriented and experienced Paraplanner to join our team, providing essential support to our Mortgage Brokers. We are looking for a highly organised and diligent Paraplanner with experience in supporting Mortgage and Protection Advisors. You excel at managing multiple tasks, analysing complex information, and producing high-quality reports and documentation. Support Mortgage Brokers by preparing and managing client files, ensuring all documentation is accurate and compliant. Conduct thorough research across the market and platforms on mortgage and protection products, analysing options to provide advisors with detailed recommendations. Liaise with lenders, clients, and other stakeholders to facilitate the smooth processing of mortgage and protection applications. Maintain up-to-date knowledge of mortgage products, protection policies, and FCA regulations. Proven experience as a Paraplanner, ideally within a mortgage or financial advisory firm. Strong understanding of mortgage products, protection policies, and FCA regulations. Proficiency in Microsoft Office, including Excel, Word, and Outlook. Permanent full-time role with excellent growth potential Comprehensive induction and training program with ongoing professional development Participation in the discretionary Group bonus scheme Your Career with Penn Financial: As a Paraplanner at Penn Financial, you will play a crucial role supporting our advisors and ensuring our clients receive the best possible service. Your success in this role can lead to further opportunities for career progression within the Group. For the right candidate we will support you in obtaining full CAS status should you wish and we will continually support you in your quest for further training, development and qualifications. Weekdays - 09:00 am to 5:30 pm Competitive salary (depending on skills and experience) with opportunities to earn Group performance bonuses. Immediate interviews with a start date ASAP. Please note that this is NOT a remote or hybrid role. Please, no agencies.