At a Glance
- Tasks: Research and prepare mortgage solutions, manage applications, and support clients through the process.
- Company: Join a busy and successful mortgage advisory firm in Walton on Thames.
- Benefits: Competitive salary, 4-day work week, and potential for hybrid working.
- Other info: Exciting opportunities for career growth and efficiency improvements through technology.
- Why this job: Make a real impact in a dynamic team while developing your skills in the mortgage industry.
- Qualifications: 5+ years in mortgage administration or advisory, with strong communication and organisational skills.
The predicted salary is between 28000 - 35000 £ per year.
PRIMIS Mortgage Network are seeking a Full-Time highly experienced Senior Mortgage Administrator / Paraplanner to join a super busy Appointed Representative partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation.
Our highly valued AR partner is a small but super busy and successful Mortgage & Protection advisory business based in Walton on Thames. The firm have 2 high volume Mortgage Advisors and 3 administrators currently and are now keen to expand their team with a Paraplanner. We are specifically looking for a minimum of 5 years’ experience of Mortgage Administration or Advisor within a Mortgage Brokerage. Ideally the paraplanner will have previous or current Advisory experience and is now looking for a more administrative role.
Monies are DOE and negotiable £28,000 - £35,000 DOE. The firm do not work on a Friday. You will be paid the full salary advertised for 4 days Monday - Thursday. The role is primarily office based in Walton, but there may be some flex for hybrid working.
Responsibilities:
- Researching mortgage and protection solutions using industry sourcing systems.
- Preparing research and recommendations to support client advice.
- Submitting mortgage and protection applications to lenders and insurers.
- Helping our Sales Progression team move cases from application through to completion.
- Liaising with clients, lenders, insurers, solicitors and third parties.
- Chasing outstanding information and proactively moving cases forward.
- Drafting client correspondence, summaries and supporting documentation.
- Maintaining accurate records and ensuring compliance requirements are met.
- Supporting the ongoing development of business processes and client experience.
- Identifying opportunities to improve efficiency through technology and automation.
Qualifications:
- Hold relevant mortgage and protection qualifications.
- Have experience within a mortgage and protection environment.
- Be confident researching mortgage and protection solutions independently.
- Have experience submitting and managing cases with lenders and providers.
- Be highly organised and able to manage multiple cases simultaneously.
- Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.
- Have exceptional written communication skills with strong attention to detail.
- Be naturally curious, proactive and eager to learn.
- Be comfortable using technology and excited by the opportunities created by AI and automation.
- Take ownership of their work and demonstrate strong problem-solving skills.
- Have a genuine desire to develop their knowledge and potentially progress into an advisory role over time.
Mortgage Administrator / Paraplanner employer: PRIMIS Mortgage Network
PRIMIS Mortgage Network offers an exceptional working environment for a Senior Mortgage Administrator / Paraplanner in Walton on Thames, where you will be part of a dynamic and supportive team. With a four-day work week and opportunities for hybrid working, employees enjoy a healthy work-life balance while being encouraged to grow their skills and advance within the company. The firm values innovation and efficiency, providing a platform for you to contribute to improving client experiences and business processes.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Administrator / Paraplanner
✨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 PRIMIS Mortgage Network. 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 Administrator / Paraplanner
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 PRIMIS Mortgage Network.
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 PRIMIS Mortgage Network'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 PRIMIS Mortgage Network
✨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 PRIMIS Mortgage Network.
✨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 PRIMIS Mortgage Network 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 PRIMIS Mortgage Network 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.
