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- Tasks: Support Mortgage Brokers and manage mortgage cases for a seamless client experience.
- Company: Join a forward-thinking Wealth Planner and Mortgage Advisor dedicated to client success.
- Benefits: Enjoy a competitive salary, flexible work options, and fully funded professional development.
- Why this job: Be part of a supportive culture that values client-first service and personal growth.
- Qualifications: 1+ year experience in mortgage roles with strong communication and organizational skills required.
- Other info: Work in a state-of-the-art office with parking and opportunities for career advancement.
The predicted salary is between 32400 - 54000 £ per year.
This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions.
This established, whole-of-market firm prides itself on providing tailored, unbiased advice to every client. They are driven by a passion for helping clients achieve their financial dreams while fostering a supportive and positive culture.
As a Mortgage Paraplanner, you will work closely with the planner to manage a variety of cases, ensuring clients receive the highest level of service at every stage of their mortgage journey.
Your role will include liaising with lenders and clients, managing mortgage cases efficiently, and contributing to a seamless and stress-free client experience.
You'll need a thorough understanding of the mortgage process, a detail-oriented mindset, and exceptional communication skills to support brokers in delivering outstanding results.
Mortgage Paraplanner Key Responsibilities
- Support Mortgage Brokers with administrative and case management tasks.
- Liaise with lenders, clients, and other third parties to ensure smooth case progression.
- Handle mortgage applications from submission to completion.
- Maintain accurate records and manage compliance requirements.
- Proactively resolve issues and keep clients updated throughout the process.
- Deliver a client-first approach, going above and beyond to exceed expectations.
The Mortgage Paraplanner Package
- Location: Office-based in Newton Mearns (with flexibility to work from home)
- Salary: Up to 45k Depending on experience
- Training: Fully funded CeMAP qualification and other professional development opportunities.
- Work Environment: State-of-the-art office with parking
Mortgage Paraplanner Skills and Experience Required
- Minimum 1 year of experience as a Mortgage Administrator, Case Manager, Mortgage Paraplanner or Mortgage Advisor
- Strong verbal and written communication skills.
- Excellent attention to detail and organisational skills.
- Confident handling lender and client communications.
* Self-motivated, proactive, and client-focused.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mortgage Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨Tip Number 1
Familiarize yourself with the mortgage process and current market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and understanding of the industry.
✨Tip Number 2
Network with professionals in the mortgage and financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've handled client communications and case management in the past. Highlighting your experience will show that you're ready to support brokers effectively.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailoring your approach to align with their client-first philosophy will make you stand out as a candidate who fits well within their team.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Paraplanner. Familiarize yourself with the mortgage process and the key skills required, such as communication and attention to detail.
Tailor Your CV: Customize your CV to highlight relevant experience in mortgage administration or case management. Emphasize your communication skills and any specific achievements that demonstrate your ability to support brokers effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-focused financial solutions. Mention your understanding of the mortgage process and how your proactive approach can contribute to a seamless client experience.
Highlight Relevant Experience: In your application, be sure to detail your previous roles related to mortgage advising or administration. Provide examples of how you've successfully managed cases and communicated with clients and lenders.
How to prepare for a job interview at IDEX Consulting
✨Understand the Mortgage Process
Make sure you have a solid grasp of the mortgage process, as this will be crucial in your role. Be prepared to discuss specific steps and how you can contribute to a seamless client experience.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and lenders, demonstrate your strong verbal and written communication skills during the interview. Share examples of how you've effectively communicated in past roles.
✨Highlight Attention to Detail
Attention to detail is key in this role. Prepare to discuss how you've managed compliance requirements and maintained accurate records in previous positions.
✨Emphasize a Client-First Approach
The company values a client-first approach, so be ready to share instances where you've gone above and beyond for clients. This will show that you align with their culture and values.
