At a Glance
- Tasks: Support mortgage advisors with research, administration, and client communication.
- Company: Leading financial services business in a dynamic growth phase.
- Benefits: Full-time role with opportunities for career progression and skill development.
- Other info: Exciting opportunity to learn and grow in a regulated environment.
- Why this job: Join a thriving team and make a real impact in the mortgage industry.
- Qualifications: Experience in finance or administration is a plus; strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations.
The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience.
Key Responsibilities:- Support the team of Advisors and Director with mortgage-related research for clients, administration, suitability reports and client communication
- Act as the first point of contact for any client or third-party questions
- Maintain a high level of industry and regulatory knowledge
- Handle all compliance documentation
- Ensure all data and information is maintained accurately on the in-house system
- Support with a combination of residential, commercial and BTL mortgages, through to completion
- Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential
- Strong administrative experience, able to work both independently and as part of a team
- Excellent communicator, confident working with colleagues, clients and third parties of all levels
- Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times
- Excellent written and verbal communication
- Great attitude to work, keen to learn and progress
This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
Mortgage Planning Assistant. Job in Kings Hill LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading player in the Financial Services industry as a Mortgage Planning Assistant in Kings Hill, where you will thrive in a supportive and dynamic work environment. Our client offers excellent employee growth opportunities, a strong emphasis on teamwork, and a commitment to maintaining high standards of accuracy and compliance. With a focus on professional development and a culture that values proactive contributions, this role is perfect for those seeking meaningful and rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Planning Assistant. Job in Kings Hill LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about mortgage planning. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgage processes and regulations. We recommend practising common interview questions with a friend to boost your confidence and ensure you shine when it counts.
✨Tip Number 3
Showcase your customer service skills! During interviews, share specific examples of how you've gone above and beyond for clients. This will demonstrate your proactive attitude and ability to handle client queries effectively.
✨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 keen to join our thriving team in Kings Hill!
We think you need these skills to ace Mortgage Planning Assistant. Job in Kings Hill LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Planning Assistant role. Highlight any relevant experience in financial services or administration, and don’t forget to showcase your attention to detail and customer service skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your proactive attitude and how you can support the team and Director effectively.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it’s through your CV or cover letter, let us see how you can engage with clients and colleagues alike.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Mortgage Basics
Before heading into the interview, brush up on your mortgage knowledge. Understand the different types of mortgages, the application process, and current market trends. This will not only show your interest in the role but also help you answer questions confidently.
✨Showcase Your Administrative Skills
Since the role requires strong administrative abilities, prepare examples from your past experiences where you demonstrated excellent organisation and attention to detail. Be ready to discuss how you managed compliance documentation or supported a team effectively.
✨Practice Your Communication Skills
As a Mortgage Planning Assistant, you'll be the first point of contact for clients. Practise articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as approachable and professional.
✨Demonstrate Your Customer Service Experience
Highlight any previous roles where you provided exceptional customer service. Prepare to share specific examples of how you handled client inquiries or resolved issues, showcasing your proactive approach and ability to maintain a positive attitude under pressure.
