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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, career development opportunities, and a supportive team culture.
- Other info: Ideal for self-starters who thrive in high-volume settings.
- Why this job: Join a vibrant team and make a real difference in clients' financial journeys.
- Qualifications: Experience in mortgage administration and familiarity with complex cases is essential.
The predicted salary is between 35000 - 45000 £ 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
Mortgage Paraplanner in London employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about mortgage paraplanning. 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 with high volume pipelines and compliance documentation!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed case progression and maintained accurate records. This will demonstrate your attention to detail and ability to handle multiple tasks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Mortgage Paraplanner in 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: We love a well-organised candidate! In your application, demonstrate how you manage case progression and maintain accurate records. Mention any CRM systems you’ve used and how you keep track of multiple cases efficiently.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage processes, especially around complex cases and overseas applications. Familiarise yourself with the latest FCA compliance regulations and KYC/AML processes, as these are crucial in the role.
✨Showcase Your Experience
Prepare to discuss specific examples from your past roles where you've successfully managed high volume pipelines or complex mortgage cases. Highlight any situations where you’ve had to chase lenders or manage client expectations, as this will demonstrate your proactive approach.
✨Be Organised
Since the role requires excellent attention to detail and organisation, consider bringing a portfolio that showcases your case management skills. You could include examples of how you’ve maintained accurate records or managed compliance documentation in previous positions.
✨Ask Smart Questions
Prepare insightful questions about the company’s approach to handling overseas applications or their CRM systems. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.