The Coast Partnership Ltd

EB Paraplanner: A respected Wealth Manager with a reputation for success within a full range of Financial Services is keen to appoint an experienced Paraplanner. Key Responsibilities:- Report writing Dealing with technical queries Product and Fund research in conjunction with Research Analyst Packaging reports:- Proof reading reports Printing reports Obtaining illustrations, key features, KIIDS and any other associated documents Obtaining and pre-populating application forms First line of compliance:- Checking factfinds Checking status of compliance documents (client agreements, AML etc) Problem solving - resolving in-depth problems and issues to find appropriate solutions First line of defense for compliance related issues, empowered to challenge advisers Communicating with product providers, advisers and clients where necessary Keeping knowledge of products and platforms/providers up to date Being part of the CPD structure Attending quarterly Adviser Days Systems:- Technically competent with:- Outlook, Word, Excel to intermediate level Ideally competent with Intelligent Office (back office system) or similar Ideally competent with Voyant, O&M Profiler and FE Analytics Working knowledge of platforms ideally:- Old Mutual Wealth, Aviva, Ascentric and Aegon ARC Personal Specification:- Diploma qualified or working towards it At least, 2+ years experience as a Paraplanner Ability to communicate at all levels, organised, effective time management, ability to prioritise workload Take pride in your work and pay particular attention to detail. The role is available immediately.

An outstanding new role has arisen for an experienced Paraplanner to join a respeced IFA in the heart of Essex. This is a superb IFA Paraplanner opportunity within one of the most established HNW practices we have dealt with in over 20 years. Key Responsibilities: Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified (or progressing towards Chartered) Experience in a Paraplanning role within an IFA Strong technical skills and attention to detail The role is offered on a full time basis with salary c £37-£45k

A hugely respected Mortgage Lender is keen to appoint an experienced Lending Completions Officer to work full time at their city offices Monday to Friday. The completions process is the last step in the journey to become a mortgage customer and you will be responsible for ensuring all mortgage offer conditions are satisfied and financial threats through security risk, financial crime or error are managed so that customers complete loans when they need to and that these comply with their office of advance. Responsibilities for the role of Completions Officer Liaise with Underwriters and New Business Team on any completion queries (i.e., COT received, completion call transfers, updates to all parties) Communicate with Intermediaries, valuers or Solicitor enquiries by email or telephone, liaising with the New Business Team & Loans Underwriters as appropriate. Reviewing legal correspondence from solicitors, providing responses where possible and referring queries to the underwriter or valuer if appropriate Pursue outstanding documents ensuring offer conditions are satisfied before authorising release of funds. Initiate pipeline management - advising conveyancers/underwriters when an application nears the end of its offer eligibility or valuation period or when a valuation nears expiry. Capability of meeting service level agreements and maintaining excellent customer service. Authenticate the Certificate of Title to ensure details provided from the panel of solicitors are accurate and adequate to proceed to completion. Interviews available immediately. Benefits include 25 days holiday and discretionary bonus.

A new position has arisen within an established, well appointed Lender based in Central London. The role of Specialist Commercial Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role will involve Commercial Property Loans, but if you have mortgage or BTL lending experience, this will also be considered suitable. The role is fully office based. Interviews available now.

A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in West Sussex) Interviews are available immediately.

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .

A new position has arisen within an established, well appointed Lender based in Greater Manchester The role of Specialist Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role is fully office based. Interviews available now.

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .

A brand new role have developed within a specialist Mortgage/Wealth planner. You will be joining a small, friendly team providing top quality residential Mortgage and Protection administration support to the advisers and their clients. You will be a strong team player, but also able to work independently using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously. The Role: Processing/administering a high volume of residential mortgages. Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to back office Processing Letters of Authority Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes / illustrations / Fact Sheets / Order Projections Update advisers & clients of progress on New Business cases Maintenance of all client policy data This position is available immediately and is full time in the offices ( based in South Essex) Interviews are available immediately.