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For Companies At a Glance
- 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 growth, and a supportive team culture.
- Other info: Ideal for self-starters who thrive on independence and organisation.
- Why this job: Join a vibrant team and make a real difference in clients' financial journeys.
- Qualifications: Experience in mortgage administration and knowledge of compliance processes.
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 employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨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 might not even be 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, so practice articulating how you've handled high-volume pipelines and compliance requirements.
✨Tip Number 3
Showcase your organisational skills! Bring along 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 efficiently.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Mortgage Paraplanner
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! Share why you're passionate about the mortgage industry and how your experience aligns with our needs. Don’t forget to mention your CeMAP qualification and any relevant compliance knowledge.
Showcase Your Organisational Skills: We love a well-organised candidate! In your application, emphasise your ability to manage multiple cases and maintain accurate records. 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!
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 specific examples from your past work that highlight your experience with high volume pipelines and complex mortgage cases. Be ready to discuss how you've managed end-to-end case management and any challenges you've overcome.
✨Be Proactive
Demonstrate your proactive nature by discussing how you chase lenders and manage relationships with clients and third parties. Share instances where your initiative led to successful outcomes in case progression or compliance documentation.
✨Get Comfortable with Tech
Since the role involves using CRM systems and lender portals, make sure you're comfortable discussing your tech skills. If you've used specific systems before, mention them and explain how they helped you stay organised and maintain accurate records.