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- Tasks: Manage complex mortgage cases from application to completion in a fast-paced environment.
- Company: Dynamic financial services firm specialising in mortgages and wealth management.
- Benefits: Competitive salary, excellent bonus potential, and opportunities for professional growth.
- Other info: Ideal for self-starters who thrive in high-volume settings with career advancement opportunities.
- Why this job: Join a proactive team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Mortgage Paraplanner, CeMAP qualified preferred, and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
We have a fantastic opening for a proactive Mortgage Paraplanner / Mortgage Administrator to join a dynamic financial services firm covering mortgages, protection, wealth management and general insurance. If you are an experienced Mortgage Paraplanner / Mortgage Administrator that thrives in a fast-paced, high-volume environment and enjoy 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 contact for clients, lenders, solicitors, 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
- Processing and tracking fees, commissions & payments
Experience required:
- Highly experienced as a Mortgage Paraplanner / Mortgage Administrator
- Experience of working complex mortgage cases, high volume pipelines
- Exposure to overseas / expat mortgages (highly desirable)
- CeMAP qualified – highly desired
- Knowledge of FCA compliance, KYC, AML processes
- Confident using CRM systems, lender portals, sourcing systems
- Highly organised with excellent attention to detail
- A true self-starter who can manage workload independently
Salary: £30 - 40k Basic (Dependent on experience) + Excellent Bonus Potential
Mortgage Paraplanner in City of London employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about mortgages. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of complex mortgage cases and overseas applications. We want you to shine when discussing your experience and how it relates to the role. Practice common interview questions and have your success stories ready!
✨Tip Number 3
Showcase your skills on LinkedIn! Update your profile to highlight your experience as a Mortgage Paraplanner and connect with recruiters. We recommend sharing relevant articles or insights about the mortgage industry to get noticed.
✨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, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Mortgage Paraplanner in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Paraplanner role. Highlight your experience with complex cases and overseas applications, as these are key for us. Use specific examples that showcase your skills in managing high volume pipelines.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about the mortgage industry and how your experience aligns with our needs. Be sure to mention your CeMAP qualification and any relevant compliance knowledge.
Showcase Your Organisational Skills: As a Mortgage Paraplanner, being organised is crucial. In your application, give us a glimpse of how you manage your workload and keep track of multiple cases. Mention any CRM systems you’ve used to demonstrate your tech-savviness.
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, it shows you’re proactive, which we love!
How to prepare for a job interview at Pure Resourcing Limited
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially around complex cases and overseas applications. Familiarise yourself with the latest FCA compliance regulations and KYC/AML processes. This will show that you're not just experienced but also up-to-date with industry standards.
✨Showcase Your Organisation Skills
Since this role involves managing high volumes of cases, be prepared to discuss how you stay organised. Bring examples of how you've successfully managed multiple cases in the past, perhaps using CRM systems or other tools. Highlighting your attention to detail will definitely impress!
✨Be Proactive
Demonstrate your proactive approach by sharing instances where you’ve chased lenders or underwriters to ensure smooth case progression. Employers love candidates who take initiative, so think of specific examples that showcase your ability to keep things moving forward.
✨Engage with the Interviewers
Don’t forget that interviews are a two-way street! Prepare some thoughtful questions about the company’s approach to handling complex cases or their team dynamics. This shows that you’re genuinely interested in the role and helps you assess if it’s the right fit for you.