At a Glance
- Tasks: Support clients through the mortgage and protection process, ensuring smooth case management.
- Company: Join Mortgage Clarity, a forward-thinking company with a supportive team culture.
- Benefits: Flexible remote or hybrid work, career development support, and competitive salary.
- Other info: Enjoy opportunities for professional growth and occasional travel for team bonding.
- Why this job: Make a real difference in clients' lives while developing your skills in a dynamic environment.
- Qualifications: Experience in mortgage or protection paraplanning is a plus, but all levels are welcome.
The predicted salary is between 35000 - 42000 £ per year.
Mortgage Clarity is looking for an experienced Mortgage & Protection Paraplanner to join the team.
This is a full-time role, offered on a remote or hybrid basis, with occasional travel where needed for team meetings, training, or client-facing support.
You'll work closely with advisers to manage cases end-to-end – from initial client contact through to mortgage completion and protection recommendation – keeping cases moving, compliant, and well documented.
Key Responsibilities – Mortgage Process
- Support the initial client call, listening in to understand the client's needs and circumstances
- Maintain accurate call recordings via Fathom
- Assess client affordability
- Carry out criteria searches and lender sourcing
- Prepare and manage Decision in Principle (DIP) submissions
- Liaise with lender Business Development Managers (BDMs)
- Request client documents via automated workflows
- Update the CRM as cases progress through each stage
- Review client documents in line with lender requirements
- Contact clients to follow up on missing information
- Update clients on affordability, current rates, and monthly payment amounts
- Prepare mortgage illustrations and present options
- Support the mortgage application process
- Add clients to the Whats App group and manage introductions
- Prepare recommendations
- Keep policy documents up to date on the toolbox
- Attend regular BDM meetings and training sessions
- Ultimate responsibility for packaging case for review and submission
Key Responsibilities – Protection & Insurance Process
- Review documentation via Health Hub
- Liaise with insurance provider BDMs
- Source and review protection and insurance options
- Carry out pre-underwriting checks
- Follow agreed scripts for client conversations
- Complete demands and needs assessments
- Keep policy documents up to date on the toolbox
- Prepare protection illustrations
- Maintain internal documentation covering options, providers, and rationale ("why")
- Attend regular BDM meetings and training sessions
What We're Looking For
- Experience in mortgage and/or protection paraplanning, or a related advice-support role
- Strong understanding of the mortgage and protection application journey, from fact-find to completion
- Confident using CRM systems and case management tools
- Comfortable using AI tools
- Excellent attention to detail and organisational skills
- Clear, professional communication with clients, advisers, and lender/provider BDMs
- Able to manage a caseload independently and keep multiple cases moving in parallel
- Relevant industry qualifications (e. g. Ce MAP) are desirable but not essential – we welcome applicants across experience levels
- Working knowledge of FCA regulations, Consumer Duty, and Treating Customers Fairly (TCF) principles, with a commitment to compliant, well-evidenced case files
- Career Development
We support ongoing professional development, including study support towards industry qualifications such as Ce MAP, and clear opportunities to progress as the business grows.
- Working Arrangements
- Full-time (Open to part time for right candidate)
- Remote or hybrid working, with flexibility on location
- Occasional travel required for team meetings, training, or client support
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Mortgage and Protection Paraplanner in Sheffield employer: Mortgage Clarity Ltd
Mortgage Clarity is an exceptional employer that prioritises employee growth and development, offering ongoing professional support towards industry qualifications like CeMAP. With a flexible remote or hybrid working model, team members enjoy a collaborative work culture that values clear communication and compliance, making it an ideal environment for those seeking meaningful and rewarding careers in mortgage and protection paraplanning.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Paraplanner in Sheffield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mortgage Clarity Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage and Protection Paraplanner in Sheffield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mortgage Clarity Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mortgage Clarity Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mortgage Clarity Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mortgage Clarity Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mortgage Clarity Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mortgage Clarity Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
