At a Glance
- Tasks: Manage high-value mortgage cases from start to finish with a dedicated team.
- Company: Join Dynamo, a leading Mortgage Services team with award-winning brokers.
- Benefits: Enjoy competitive perks, health services, and career development opportunities.
- Other info: Be part of a supportive team with exciting social events and growth potential.
- Why this job: Make a real impact in the mortgage industry while working with high net worth clients.
- Qualifications: 3+ years of mortgage case handling experience and strong communication skills.
The predicted salary is between 35000 - 45000 € per year.
Camberley / Hybrid (after probation) Full-time
Dynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases. This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage.
What you'll be doing:
- Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker
- Submit applications and review supporting documents against lender criteria
- Liaise with clients, lenders, solicitors, and underwriters
- Keep CRM records and compliance documentation fully up to date
- Support complex cases, including bridging and development finance
- Deliver exceptional service while meeting team targets
What we're looking for:
- Strong mortgage case handling experience (complex cases a plus)
- Minimum of 3 years industry experience
- Someone looking to take the next step in their mortgage career who is a fast learner
- Highly organised with excellent attention to detail
- Confident communicator (written and verbal)
- Thrives in a fast-paced, deadline-driven environment
- Professional, proactive, and team-oriented
Why Dynamo?
- Work alongside an award-winning broker
- Join a supportive, high-performing team
- Successful and driven colleagues enjoy social events
- Training and career development opportunities
- Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services
- Perks at Work - Discounts on products and services inc electrical
Paraplanner in Surrey employer: Dynamo
Dynamo is an exceptional employer, offering a dynamic work environment in Camberley where you can thrive as a Paraplanner within a supportive and high-performing team. With opportunities for training and career development, alongside unique benefits like Aviva Digicare+ and Perks at Work, you'll be well-equipped to excel in your mortgage career while enjoying a balanced work-life experience in a vibrant location.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Surrey
✨Tip Number 1
Network like a pro! Reach out to industry contacts and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to mortgage case handling. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed complex cases in the past. Highlight your attention to detail and how you ensure compliance – this will resonate well with potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your mortgage case handling experience and any complex cases you've worked on. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for delivering exceptional customer service and how you thrive in fast-paced environments.
Showcase Your Communication Skills:As a Paraplanner, you'll need to communicate effectively with clients and colleagues. Make sure your written application reflects your confident communication style. We love clear and concise language!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Dynamo
✨Know Your Stuff
Make sure you brush up on your mortgage case handling experience, especially with complex cases. Be ready to discuss specific examples from your past roles that showcase your skills and how you've successfully managed high-value applications.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to liaise with various stakeholders. Prepare to demonstrate your confident communication style during the interview. Think of scenarios where you effectively communicated with clients, lenders, or solicitors, and be ready to share those stories.
✨Be Organised and Detail-Oriented
Highlight your organisational skills and attention to detail. You might be asked about how you keep track of multiple cases and ensure compliance. Bring examples of how you've maintained accurate records and met deadlines in previous roles.
✨Emphasise Teamwork
Dynamo values a team-oriented approach, so be prepared to discuss how you've collaborated with others in your previous jobs. Share experiences where you supported colleagues or contributed to team goals, showing that you're a proactive team player.
