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- Tasks: Support advisers and help clients on their journey to home ownership.
- Company: First Time Finance, a values-led team focused on client success.
- Benefits: Remote work, competitive salary, performance bonuses, and career progression.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: 1+ year in mortgage admin or paraplanning with strong attention to detail.
- Other info: Enjoy quarterly team events and modern tech-driven processes.
The predicted salary is between 33000 - 35000 ÂŁ per year.
First Time Finance is expanding and we are looking for a highly organised, detailâdriven Mortgage Paraplanner to support our advisers and help clients move closer to owning their first home in the UK.
If you have at least 1 year of experience in mortgage admin or paraplanning, a keen eye for detail, perseverance when success looks unlikely, and a passion for solving problems for clients, we would love to hear from you.
What Youâll Be Doing
- Review client documents (ID, payslips, bank statements, visas) for accuracy and lender criteria fit
- Complete lender affordability checks and run product sourcing
- Manage our AIP Process
- Keep clients updated to ensure a smooth and stressâfree journey
- Work directly with one adviser
What Weâre Looking For
- 1+ year experience in a mortgage admin, case manager, or paraplanning role
- Strong understanding of the mortgage process, lender documentation, and affordability assessments
- Confident using lender portals and online systems
- Highly organised, calm under pressure, and able to manage a busy pipeline
- Excellent communicator with a clientâfirst attitude
- Proactive, detailâfocused, and eager to solve problems!
Why Join First Time Finance?
- Remote working with quarterly London team events â all expenses paid
- Competitive salary + performance bonus â salary range ÂŁ33kâÂŁ35k DOE (+ bonus)
- Fastâtracked progression as the company grows
- A supportive, valuesâled team that cares about clients
- Modern, techâdriven systems and processes
- Chance to build a career in one of the UKâs most exciting specialist brokerages
Ready to apply? Click Apply Now, or feel free to message us directly if you have any questions.
Mortgage Paraplanner in London employer: First Time Finance
Contact Detail:
First Time Finance Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Mortgage Paraplanner in London
â¨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in mortgage paraplanning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
â¨Tip Number 2
Prepare for interviews by practising common questions related to mortgage processes and client management. We recommend role-playing with a friend or using online resources to boost your confidence and polish your answers.
â¨Tip Number 3
Showcase your problem-solving skills during interviews. Think of specific examples where youâve tackled challenges in previous roles. This will demonstrate your proactive attitude and detail-focused approach, which are key for a Mortgage Paraplanner.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets seen by the right people. Plus, we love hearing from passionate candidates who are eager to help clients on their journey to home ownership.
We think you need these skills to ace Mortgage Paraplanner in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV highlights your experience in mortgage admin or paraplanning. We want to see how your skills match what we're looking for, so donât be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about helping clients and how your detail-oriented nature makes you the perfect fit for our team. Keep it friendly and professional!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love candidates who can think on their feet and find solutions, so let us know how you've done this before!
Apply Through Our Website: We encourage you to apply directly through our website. Itâs the easiest way for us to receive your application and ensures youâre considered for the role. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at First Time Finance
â¨Know Your Stuff
Make sure you brush up on your knowledge of the mortgage process and lender documentation. Familiarise yourself with common terms and practices, as well as the specific requirements for the role. This will show that you're not just interested in the job, but that you understand what it entails.
â¨Showcase Your Attention to Detail
As a Mortgage Paraplanner, being detail-oriented is crucial. Prepare examples from your past experience where your attention to detail made a difference. Whether it was catching an error in documentation or ensuring compliance with lender criteria, these stories will highlight your skills.
â¨Practice Your Communication Skills
Since you'll be working directly with clients and advisers, strong communication is key. Practice explaining complex mortgage concepts in simple terms. You might even want to role-play with a friend to get comfortable discussing client needs and updates.
â¨Demonstrate Your Problem-Solving Ability
Prepare to discuss challenges you've faced in previous roles and how you overcame them. Employers love to see candidates who can think on their feet and find solutions, especially in a fast-paced environment like mortgage paraplanning.