Mortgage Paraplanner

Mortgage Paraplanner

London Full-Time 28000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Mortgage Brokers by managing client profiles and applications.
  • Company: Join Kings Permanent Recruitment, a leading specialist in estate agency recruitment.
  • Benefits: Enjoy a competitive salary, discretionary bonuses, and a supportive team environment.
  • Why this job: Be part of a growing company with a strong reputation and a focus on professional development.
  • Qualifications: Previous experience as a Mortgage Paraplanner or Administrator is essential.
  • Other info: Flexible working hours and a vibrant office culture await you!

The predicted salary is between 28000 - 32000 £ per year.

A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Paraplanner/ Mortgage Administrator to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers.

Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidate's overall experience and exposure to the full mortgage sales process.

Skills Required:
  • Previous Mortgage Paraplanner / Mortgage Administrator experience is essential for this role
  • Proficiency in MS Office, Word, Excel and Outlook
  • Superior organisational skills and dedication to completing projects in a timely manner
  • Excellent communication skills
  • Professional and reliable
  • High level of attention to detail
Duties:
  • Building client profiles within the CRM
  • Completing and submitting decision in principles
  • Completing and submitting full mortgage applications
  • Completing and submitting insurance related applications
  • Liaising with clients to collate documents and other information required for a full mortgage application
  • Chasing lenders, providers, solicitors, estate agents and other third parties to ensure each case completes as swiftly and smoothly as possible
  • Ensuring the broker submissions are compliant
  • Experience dealing with the protection side of the business; medical questionnaires, GP reports, etc. is preferential and would be a distinct advantage

Mortgage Paraplanner employer: Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

Join a high-performing independent Mortgage Brokerage that values its employees and fosters a supportive work culture. With competitive salaries, discretionary bonuses, and opportunities for professional growth, this company is dedicated to helping you thrive in your career as a Mortgage Paraplanner. Located in a vibrant area, the new office environment encourages collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Paraplanner

✨Tip Number 1

Network with professionals in the mortgage industry. Attend local events or join online forums where you can connect with Mortgage Brokers and other Paraplanners. Building relationships can lead to referrals and insider information about job openings.

✨Tip Number 2

Familiarise yourself with the latest mortgage products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.

✨Tip Number 3

Prepare for interviews by practising common questions related to mortgage administration and paraplanning. Be ready to discuss your previous experiences and how they relate to the responsibilities outlined in the job description.

✨Tip Number 4

Showcase your organisational skills by creating a portfolio of your past work, including examples of client profiles you've built or applications you've submitted. This tangible evidence can set you apart from other candidates.

We think you need these skills to ace Mortgage Paraplanner

Previous Mortgage Paraplanner / Mortgage Administrator experience
Proficiency in MS Office (Word, Excel, Outlook)
Superior organisational skills
Excellent communication skills
High level of attention to detail
Ability to build client profiles within a CRM
Experience in completing and submitting mortgage applications
Knowledge of insurance related applications
Strong liaison skills with clients and third parties
Understanding of compliance requirements in mortgage submissions
Experience dealing with protection side of the business
Ability to manage multiple cases simultaneously
Problem-solving skills
Time management skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your previous experience as a Mortgage Paraplanner or Administrator. Emphasise your proficiency in MS Office and any relevant skills that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific examples of how you've successfully managed mortgage applications or liaised with clients in the past.

Highlight Relevant Experience: In your application, clearly outline your experience with building client profiles, submitting mortgage applications, and dealing with third parties. This will demonstrate your capability to handle the responsibilities of the role.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.

How to prepare for a job interview at Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

✨Showcase Your Experience

Make sure to highlight your previous experience as a Mortgage Paraplanner or Administrator. Be prepared to discuss specific cases you've handled and how you contributed to the success of those applications.

✨Demonstrate Organisational Skills

Since this role requires superior organisational skills, come prepared with examples of how you've managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised.

✨Communicate Clearly

Excellent communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex mortgage processes or client interactions.

✨Attention to Detail is Key

Given the high level of attention to detail required in this role, be ready to provide examples of how you've ensured accuracy in your work. This could include double-checking documents or following up on compliance requirements.

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