Mortgage & Protection Suitability Report Preparation
4793
$$
- Posted:
- Proposals: 2
- Remote
- #57602
- Archived
Description
Experience Level: Intermediate
To produce client specific suitability report for mortgages (standard residential, Equity Release/Home Reversion) and/or protection (life assurance, critical illness etc).
You will need to be able to interpret and extract information collated in factfinds and mortgage offers/protection acceptance terms. The final report should enable an unconnected 3rd party to understand client background, needs and the reasons for the recommendation.
Templates and guidance of the considerations that need to be given in preparing the report with be provided.
Client confidentiality/data security imperative.
The right Freelancer will preferably have some mortgage and protection experience.
An added bonus would be their ability to provide paraplanning services in respect of investment and pension business.
Please provide details of your experience and qualifications and an example of your work.
You will need to be able to interpret and extract information collated in factfinds and mortgage offers/protection acceptance terms. The final report should enable an unconnected 3rd party to understand client background, needs and the reasons for the recommendation.
Templates and guidance of the considerations that need to be given in preparing the report with be provided.
Client confidentiality/data security imperative.
The right Freelancer will preferably have some mortgage and protection experience.
An added bonus would be their ability to provide paraplanning services in respect of investment and pension business.
Please provide details of your experience and qualifications and an example of your work.
Joanne M.
0% (0)Projects Completed
1
Freelancers worked with
1
Projects awarded
0%
Last project
30 Sep 2014
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies