Credit Executive

Job description
About the Job

Exciting opportunity for an ACCA/ CIMA / CIM / Banking passed finalist/ graduate to work in the UK

Financial sector (office based in Sri Lanka)

The WIS Group is a fast-growing group of companies in the Accountancy and Financial services industry in the

UK seeks to recruit a Paraplanner (Mortgages) to be employed in the mortgage advisory arm of the

company.

WIS Mortgages works with all leading UK banks, Insurers, and Mortgage Brokers and provides financial advice

to its clients through financial advisors. As a ParaPlanner, you would be required to provide

recommendations to Financial Advisors based in the UK.

This is an excellent opportunity to break into the financial services sector and work with

leading international Banks and Insurers We are looking for:

• Sharp individuals who can work independently with very limited supervision.

• Excellent standard of English expected (Written and spoken)

• Excellent report-writing skills

• Good analytical skills

• Work UK hours (2.00 pm to 10.0pm in the winter and 1.30 pm to 9.30 pm in the summer) from our

Office – Bernard’s Business Park, Dutugemunu Steet, Kohuwala.

• Occasionally work Saturday. Also, a few days a week late shift (8 hours – night traveling will be arranged

if working from the office and extra payments will be given)

What is expected from the role of Paraplanner(Mortgages):

• Identify the Financial requirements of the client (For example mortgage and life insurance

requirements) and evaluate the creditworthiness of the client by assessing their finances and

Providing recommendations to financial advisors.

• Provide reports to clients with reasons for recommending financial products.

• Liaise with banks / Insurers as needed by providing documentation to back up the decisions made.

Benefits:

• Salary – negotiable based on experience.

• Travel Allowance

• Commission

• Performance-based bonus up to 2-month salary after confirmation

• Medical Insurance