At a Glance
- Tasks: Support mortgage advisors with research, administration, and client communication.
- Company: Leading financial services firm with a focus on client support.
- Benefits: Full-time role with opportunities for growth and development.
- Other info: Exciting opportunity to work closely with industry leaders during a period of change.
- Why this job: Join a thriving team and make a real impact in the financial sector.
- Qualifications: Experience in finance or administration is a plus; strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations.
The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience.
Key Responsibilities:- Support the team of Advisors and Director with mortgage-related research for clients, administration, suitability reports and client communication
- Act as the first point of contact for any client or third-party questions
- Maintain a high level of industry and regulatory knowledge
- Handle all compliance documentation
- Ensure all data and information is maintained accurately on the in-house system
- Support with a combination of residential, commercial and BTL mortgages, through to completion
- Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential
- Strong administrative experience, able to work both independently and as part of a team
- Excellent communicator, confident working with colleagues, clients and third parties of all levels
- Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times
- Excellent written and verbal communication
- Great attitude to work, keen to learn and progress
This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
Mortgage Paraplanner — Client Support & Compliance Pro in Kings Hill employer: James Frank Associates
Join a leading player in the Financial Services industry, where your role as a Mortgage Paraplanner will be pivotal in supporting a dynamic team during an exciting period of growth. With a strong emphasis on employee development, a collaborative work culture, and a commitment to maintaining high standards of compliance and customer service, this company offers a rewarding environment for those looking to advance their careers in finance. Enjoy the benefits of working in a thriving business that values accuracy, attention to detail, and proactive engagement with clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Paraplanner — Client Support & Compliance Pro in Kings Hill
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about mortgage paraplanning. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgage processes and compliance regulations. We recommend practising common interview questions with a friend to boost your confidence and ensure you shine during the real deal.
✨Tip Number 3
Showcase your customer service skills! During interviews, share specific examples of how you've gone above and beyond for clients. This will demonstrate your proactive attitude and ability to handle client queries effectively.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Mortgage Paraplanner — Client Support & Compliance Pro in Kings Hill
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant mortgage or finance-related admin experience you have, as this will show us you're a great fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the Mortgage Paraplanner position and how your background aligns with our needs. Keep it concise but engaging!
Show Off Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. Double-check everything before hitting send – we love candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at James Frank Associates
✨Know Your Stuff
Make sure you brush up on your mortgage and finance knowledge. Familiarise yourself with the latest regulations and industry trends, as this will show your potential employer that you're proactive and serious about the role.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative support, be ready to discuss your previous experience in this area. Prepare examples of how you've maintained accuracy and attention to detail in past roles, as this is crucial for success in the position.
✨Practice Your Communication
As you'll be the first point of contact for clients and third parties, practice your communication skills. Think about how you can convey complex information clearly and confidently, and be prepared to demonstrate this during the interview.
✨Be Ready to Learn
Express your eagerness to learn and grow within the company. Highlight any relevant training or courses you've taken, and be open about your desire to develop your skills further in the financial services sector.
