Mortgage Paraplanner

Mortgage Paraplanner

London Full-Time 28000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist in mortgage research and liaise with clients and lenders to ensure smooth case progress.
  • Company: Join an award-winning independent mortgage brokerage focused on exceptional service and impartial advice.
  • Benefits: Enjoy a competitive salary, remote work options, generous leave, and performance bonuses.
  • Why this job: Be part of a friendly team culture with opportunities for career growth and professional development.
  • Qualifications: Experience in mortgage paraplanning or administration, strong communication skills, and a desire to learn.
  • Other info: Potential for career progression into leadership roles and support for industry qualifications.

The predicted salary is between 28000 - 36000 £ per year.

Job Description

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.\\n\\nDue to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office.

This is predominantly an office based role, with the opportunity to also work from home on one day per week.\\n\\nThis is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect.\\n\\nThe working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture.\\n\\nThe company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to.

Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification.\\n\\nKey responsibilities:\\n\\nJob activities will include:\\n\\n * You will aid the companies Director and Mortgage and Protection Advisor’s by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria.\\n\\n * You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator’s, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion.\\n\\n * You will provide excellent levels of service.\\n\\n * You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably.\\n\\n * You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably.\\n\\n * Ensuring all work meets the required FCA compliance standards.\\n\\nKey candidate attributes:\\n\\n * Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms.\\n\\n * Strong organisation and planning skills.\\n\\n * Excellent communication skills, both written and verbal.\\n\\n * Must demonstrate technical ability and be confident with mortgage case terminology.\\n\\n * Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably.\\n\\n * Enjoy working within a team.\\n\\n * Desire to progress in a professional and growing business.\\n\\nThe successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day’s annual leave per annum (plus an additional day’s leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually.

All leading to a possible annual OTE of up to circa £45,000 within this role.\\n\\nIf you are interested within these vacancy’s and if you believe that your experience/skill-set is well suited to the role then please do apply on-line.\\n\\nYour Mortgage Recruiter Ltd – A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles

Mortgage Paraplanner employer: Your Mortgage Recruiter

Join a dynamic and award-winning Independent Mortgage and Protection Brokerage in South West London, where you will thrive in a supportive and friendly work culture. With opportunities for career progression, including potential roles as a Team Leader or Mortgage and Protection Advisor, the company is committed to your professional development, offering support for industry qualifications like CeMAP. Enjoy a competitive salary, generous annual leave, and performance-based bonuses, all while working in a modern office environment that values teamwork and excellence in client service.
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Contact Detail:

Your Mortgage Recruiter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Paraplanner

✨Tip Number 1

Familiarise yourself with the latest mortgage products and trends in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.

✨Tip Number 2

Network with professionals in the mortgage industry, especially those who work as Mortgage Paraplanners or Advisors. Attend relevant events or join online forums to gain insights and potentially get referrals.

✨Tip Number 3

Prepare to discuss specific case studies or examples from your previous experience that highlight your problem-solving skills and technical knowledge. This will show your ability to handle complex mortgage cases effectively.

✨Tip Number 4

Research the company culture and values of the brokerage you're applying to. Tailor your conversation to reflect how your personal values align with theirs, which can make a strong impression during interviews.

We think you need these skills to ace Mortgage Paraplanner

Mortgage Product Knowledge
FCA Compliance Understanding
Technical Mortgage Case Management
Excellent Communication Skills
Strong Organisation and Planning Skills
Experience with Mortgage Sourcing Software
Ability to Liaise with Multiple Stakeholders
Time Management Skills
Initiative and Proactivity
Team Collaboration
Attention to Detail
Client Relationship Management
Understanding of Protection Products
Adaptability to Changing Regulations

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage paraplanning or administration. Emphasise your familiarity with multiple lenders' products and online platforms, as well as any technical knowledge you possess.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're interested in the Mortgage Paraplanner role. Mention your desire to progress within the company and how your skills align with their needs.

Highlight Key Skills: In your application, focus on key attributes such as strong organisation, planning skills, and your ability to manage time effectively. Provide examples of how you've demonstrated these skills in previous roles.

Show Enthusiasm for the Role: Express your enthusiasm for working in a team-oriented environment and your commitment to providing excellent service. Mention any relevant qualifications or your willingness to pursue further industry qualifications like CeMAP.

How to prepare for a job interview at Your Mortgage Recruiter

✨Know Your Mortgage Products

Make sure you have a solid understanding of various mortgage products, especially those relevant to the role. Be prepared to discuss different types of mortgages, including residential and buy-to-let options, and how they meet client needs.

✨Demonstrate Strong Communication Skills

Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to showcase your ability to communicate effectively with clients and colleagues.

✨Showcase Your Organisational Skills

Prepare to discuss how you manage multiple cases and prioritise tasks. Highlight any tools or methods you use to stay organised, as this is crucial for success in a fast-paced environment like mortgage paraplanning.

✨Express Your Desire for Professional Growth

The company values candidates who are eager to progress. Be ready to talk about your career aspirations and how you see yourself growing within the organisation, whether that’s moving into a team leader role or pursuing further qualifications.

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