Mortgage Paraplanner

Mortgage Paraplanner

Full-Time 31500 - 38500 £ / year (est.) Home office (partial)
Pure Resourcing Limited Careers

At a Glance

  • Tasks: Manage complex mortgage cases from application to completion in a fast-paced environment.
  • Company: Join a leading HNW financial services provider in the heart of London.
  • Benefits: Competitive salary, excellent bonus potential, and a supportive team culture.
  • Other info: Opportunity for growth in a dynamic and high-volume setting.
  • Why this job: Make a real impact by helping clients navigate their mortgage journeys.
  • Qualifications: Experience in mortgage administration and knowledge of compliance processes required.

The predicted salary is between 31500 - 38500 £ per year.

Do you have the skills to fill this role? Read the complete details below, and make your application today.

High Volume / Complex Cases / Dedicated Support

Location: City of London (3 days office based)

Salary: £30-40k Basic (dependent on experience) + Excellent Bonus Potential

We have a fantastic opportunity for a proactive Mortgage Administrator to join one of the UK's leading HNW financial services providers, covering mortgages, specialist lending, protection insurance, wealth management and general insurance.

If you're an experienced Mortgage Paraplanner or Mortgage Administrator who thrives in a fast-paced, high volume environment and enjoys handling complex mortgage cases (including overseas/expat scenarios), this could be the role you've been looking for.

Key Responsibilities

  • End-to-end mortgage case management from application to completion
  • Mortgage application packaging & submission to lenders/providers
  • Managing residential, BTL, remortgage and complex cases
  • Acting as main point of contact for clients, lenders, solicitors and estate agents
  • Proactively chasing lenders, underwriters & third parties
  • Maintaining accurate records on CRM systems (pipeline management)
  • Handling compliance documentation & regulatory requirements
  • Managing case progression, updates, and completions

Experience Required

  • Highly experienced as a Mortgage Paraplanner / Mortgage Administrator
  • Experience working with complex mortgage cases and high-volume pipelines
  • Exposure to overseas/expat mortgages (highly desirable)
  • CeMAP qualified (highly desired)
  • Knowledge of FCA compliance, KYC and AML processes
  • Confident using CRM systems, lender portals, and sourcing systems
  • Highly organised, with excellent attention to detail
  • A true self-starter who can manage workload independently

Please reach out for a confidential conversation about the opportunity.

Mortgage Paraplanner employer: Pure Resourcing Limited Careers

Join an award-winning financial services provider in Edinburgh, where you can thrive as a Senior Mortgage Broker while mentoring a talented team. Enjoy a supportive and entrepreneurial work culture that prioritises career progression and offers uncapped earning potential, all within a non-corporate environment. With a fantastic lead source and the opportunity to work with high-net-worth clients, this role is perfect for those looking to make a meaningful impact in their careers.

Pure Resourcing Limited Careers

Contact Details:

Pure Resourcing Limited Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage 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 Pure Resourcing Limited Careers. 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 Paraplanner

End-to-End Mortgage Case Management
Mortgage Application Packaging
High Volume Case Management
Complex Mortgage Cases Handling
Client Communication
Lender and Third-Party Liaison
CRM Systems Proficiency

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 Pure Resourcing Limited Careers.

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 Pure Resourcing Limited Careers'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 Pure Resourcing Limited Careers

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 Pure Resourcing Limited Careers.

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 Pure Resourcing Limited Careers 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 Pure Resourcing Limited Careers 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.