At a Glance
- Tasks: Assist with mortgage applications and client communications in a fast-paced environment.
- Company: Join an award-winning financial services brokerage based in Manchester.
- Benefits: Enjoy a competitive salary, excellent bonuses, and opportunities for professional development.
- Why this job: Be part of a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: 2 years of mortgage administration experience and ideally a degree; CeMAP qualified preferred.
- Other info: Great career path for driven individuals looking to grow in the finance sector.
The predicted salary is between 24000 - 42000 Β£ per year.
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Pure Resourcing Limited provided pay range
This range is provided by Pure Resourcing Limited. Your actual pay will be based on your skills and experience β talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Pure Resourcing Limited
Mortgage Administrator / Mortgage Paraplanner
A fantastic opportunity is available for an experienced Mortgage Paraplanner / Mortgage Administrator to join our client, an award-winning financial services brokerage based in Manchester. This is a social, busy and fast paced environment offering a great career path and professional development.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
As you establish yourself within the role, you will have the opportunity to assist with providing mortgage advice, attending client meetings, completing fact finds etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
This is a great career opportunity for someone with drive and enthusiasm.
Responsibilities:
- Keying mortgage applications.
- Regular liaison with lenders to obtain updates on applicant status and proactively progress mortgage applications through to offer.
- Assisting Financial Consultants in preparation for client meetings.
- Researching products.
Skills & Experience Required:
- A minimum of 2 years mortgage administration experience.
- Experience of keying mortgage applications.
- Ability to resolve problems quickly & efficiently.
- Outstanding communication skills at all levels, both written and oral.
- Demonstrate a confident telephone manner & excellent customer service.
- A team player with ability to use own initiative.
- Ideally educated to degree level.
- CeMAP qualified or equivalent
Up to Β£35k Basic + Excellent Bonus + Benefits (Dependent on experience)
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative
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Mortgage Paraplanner employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Mortgage Paraplanner
β¨Tip Number 1
Network with professionals in the mortgage industry. Attend local finance events or join online forums where you can connect with current Mortgage Paraplanners. This can help you gain insights into the role and potentially lead to referrals.
β¨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. Being knowledgeable about current offerings will not only boost your confidence but also impress potential employers during interviews.
β¨Tip Number 3
Practice your communication skills, especially over the phone. Since the role requires a confident telephone manner, consider role-playing scenarios with friends or family to enhance your customer service skills.
β¨Tip Number 4
Research the company culture of the brokerage you're applying to. Understanding their values and work environment can help you tailor your approach during interviews and demonstrate that you're a good fit for their team.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage administration and paraplanning. Emphasise your skills in keying mortgage applications and any experience you have with High Net Worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your problem-solving abilities and outstanding communication skills, as these are crucial for the position.
Highlight Relevant Qualifications: If you hold a CeMAP qualification or equivalent, make sure to mention it prominently in your application. This will show that you meet the educational requirements and are serious about your professional development.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Pure Resourcing Limited
β¨Showcase Your Mortgage Knowledge
Make sure to brush up on your mortgage terminology and processes. Being able to discuss key aspects of mortgage applications and the role of a paraplanner will demonstrate your expertise and confidence.
β¨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle different situations, especially with High Net Worth clients, to show your problem-solving skills and customer service approach.
β¨Highlight Your Communication Skills
Since outstanding communication is crucial for this role, prepare examples that showcase your written and verbal communication abilities. Consider discussing past experiences where you effectively liaised with clients or resolved issues.
β¨Demonstrate Teamwork and Initiative
Be prepared to talk about your experience working in a team and how you've taken the initiative in previous roles. This will help illustrate that you can thrive in a busy environment while also being a proactive team player.