At a Glance
- Tasks: Manage high-value mortgage cases from start to finish with a dedicated team.
- Company: Join Dynamo, a leading name in Mortgage Services with an award-winning broker.
- Benefits: Enjoy competitive perks, health services, and career development opportunities.
- Other info: Thriving environment with social events and excellent growth potential.
- Why this job: Be part of a high-performing team and make a real impact in the mortgage industry.
- Qualifications: 3+ years of mortgage case handling experience and strong communication skills.
The predicted salary is between 35000 - 45000 € per year.
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: Lumesse
Dynamo is an exceptional employer for Paraplanners, offering a dynamic work environment where you can thrive alongside award-winning brokers in the Mortgage Services team. With a strong focus on employee growth through training and career development opportunities, as well as a supportive culture that values teamwork and exceptional service, you'll find meaningful and rewarding employment here. Located in a vibrant area, enjoy unique perks like Aviva Digicare+ and discounts through Perks at Work, making Dynamo a fantastic place to advance your mortgage career.
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. Attend events or webinars related to mortgage services to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by practising common questions specific to mortgage case handling. Think about your past experiences and how they relate to managing complex cases, as this will show you’re ready to hit the ground running.
✨Tip Number 3
Showcase your organisational skills! During interviews, highlight how you keep track of multiple cases and ensure compliance. This is key in a fast-paced environment like Dynamo’s, so make it clear you can handle the pressure.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our awesome team at Dynamo.
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 attention to detail and your ability to thrive in a fast-paced environment – we love that!
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 want to see your personality come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Lumesse
✨Know Your Mortgage Stuff
Make sure you brush up on your mortgage knowledge, especially around complex cases. Be ready to discuss your experience with high-value applications and how you've handled them in the past. This will show that you're not just familiar with the basics but can also tackle the tricky stuff.
✨Showcase Your Organisational Skills
Since this role requires managing multiple cases, highlight your organisational skills during the interview. Bring examples of how you've kept track of various applications and ensured compliance. A well-structured answer can demonstrate your ability to thrive in a fast-paced environment.
✨Communicate Like a Pro
As a Paraplanner, you'll need to liaise with clients, lenders, and other stakeholders. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few scenarios where you successfully communicated complex information to clients or team members.
✨Emphasise Teamwork
Dynamo values a supportive team environment, so be sure to share experiences where you've worked collaboratively. Discuss how you’ve contributed to team targets and supported colleagues, as this will show that you’re not just a lone wolf but a team player who fits into their culture.
