Job title: Paraplanner
Date joined: November 2014
Role: Charlie supports Jeni Browne - Head of Sales with her client base. Key responsibilities include sending quotations, requesting appropriate paperwork to support applications, submitting agreements in principle and liaising with clients and lenders.
Experience: Charlie has an excellent understanding of the mortgage process, having previously worked as a case manager for our Head of Buy to Let. Charlie is currently working towards obtaining his CeMAP qualification.