At a Glance
- Tasks: Support mortgage advisors with research, administration, and client communication.
- Company: Leading financial services business experiencing exciting growth.
- Benefits: Full-time, permanent role with opportunities for career progression.
- Other info: Dynamic environment with a focus on accuracy and customer service.
- Why this job: Join a thriving team and make a real impact in the mortgage sector.
- Qualifications: Experience in finance or strong administrative skills preferred.
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 in West Malling employer: James Frank Associates
Join a leading firm in the Financial Services industry as a Mortgage Paraplanner, where you will thrive in a supportive and dynamic work environment. Our client offers excellent employee growth opportunities, a strong emphasis on teamwork, and a commitment to maintaining high standards of accuracy and compliance. With a focus on professional development and a culture that values proactive communication, this role provides a meaningful chance to contribute to a thriving business during an exciting period of change.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Paraplanner in West Malling
✨Tip Number 1
Network like a pro! Reach out to your connections in the Financial Services industry, especially those who know about mortgage processes. 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 regulations and compliance. We recommend creating a cheat sheet of key terms and concepts to help you feel confident when discussing your expertise.
✨Tip Number 3
Showcase your customer service skills during interviews. Think of examples where you've gone above and beyond for clients, as this will highlight 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 in West Malling
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Paraplanner role. Highlight any relevant experience in the Financial Services or Mortgage sector, and don’t forget to showcase your administrative skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your customer service experience and how you can support the team effectively.
Showcase Your Communication Skills:Since communication is key in this role, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional while still being personable.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on board with our exciting team!
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.
✨Practice Your Communication
As a Mortgage Paraplanner, you'll be the first point of contact for clients and third parties. Practise clear and confident communication, both written and verbal, so you can demonstrate your excellent customer service skills 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 prepared to discuss how you plan to keep up with industry changes and improve your skills in the future.
