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.

 

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Mortgages

Buying a property can be the biggest decision made in our lives. It is for this very reason that impartial advice is critical from qualified advisers.

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Protection

There are many types of Protection Policies to choose from. Finding the one that provides adequate cover and the right protection is not as easy as you may think.

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Insurance

General insurance services are referred to a third party. Village Financial Services Limited is not responsible for the service received.

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Contact

Over the years we have gained an excellent reputation for our customer service, and pride ourselves on the long term relationships that we enjoy with our customers.

- YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

- Registered in England and Wales

- Village Financial Services Limited is an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Limited. First Complete Limited is authorised and regulated by the Financial Conduct Authority.

- The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

- Registered office address - 92 School Road, Tilehurst, Berkshire, RG31 5AU
- Registration number - 04562304

- Our standard fee is £249. In a small number of cases we reserve the right to charge an additional fee of up to £551 where more work is required or where remuneration from the lender below our minimum threshold. This site is only directed at persons within the UK. Calls may be recorded for training and monitoring.

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk


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