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Kiel Giddens to serve second term as PG Chamber President

Kiel Giddens to serve second term as PG Chamber President
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Paradigm launches essential skills workshops | Mortgage Introducer

The two online sessions are aimed at mortgage, protection and investment advisers, as well as compliance staff.
Paradigm believes the workshops will help firms get to grips with the basics and fine-tune their skill sets to ensure compliant advice is delivered and stronger client relationships are built.
The first session on 25 March, is entitled ‘What Good Looks Like: How to Make A File Suitable’ and will focus on how to document the advice process correctly so that the file is deemed ‘suitable’.
The session will look at how to document fact finding, outline objectives, the assessment of the attitude to risk, and suitability report content. ....

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OMS partners with Paradigm | Mortgage Introducer

One Mortgage System (OMS) has partnered with Paradigm Mortgage Services.
As part of the agreement, members of Paradigm will have access to OMS’ CRM system and full workflow solution.
OMS covers product areas such as residential, buy-to-let, second charge, equity release, bridging, commercial plus protection.
Neal Jannels, managing director of One Mortgage System (OMS), said: “Conversations around tech are constantly evolving and we are seeing a growing number of people realise just how important features such as trust, experience and market expertise are when it comes to choosing the right tech provider for their business.
“Although we will continue to develop the system, Paradigm members will be able to tap into our platform to help streamline their processes and expand their businesses from day one. ....

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Paradigm partners with One Mortgage System | Mortgage Strategy

Paradigm partners with One Mortgage System | Mortgage Strategy
mortgagestrategy.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mortgagestrategy.co.uk Daily Mail and Mail on Sunday newspapers.

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Paradigm adds new test modules to its CPD Academy Test Zone

Paradigm has added a number of new test modules to its CPD Academy Test Zone.
Launched last year, the Test Zone is designed to support advisers to meet their annual CPD and training requirements, and assist firms in certifying advisers as ‘fit and proper’ to perform their role.
The newest test added to the Zone covers anti-bribery and whistleblowing.
This module, suitable for all levels of staff within advisory firms, is designed to help individuals understand what bribery is, their obligations under the Bribery Act and what action a firm should take to prevent bribery within their business.
It also covers whistleblowing, helping firms to understand what whistleblowing is, how to report any wrongdoings and how whistleblowing affects employees. ....

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