Mortgage Paraplanner

Mortgage Paraplanner

Full-Time 35000 - 40000 £ / year (est.) No working from home possible
Y

At a Glance

  • Tasks: Assist in mortgage research and liaise with clients and lenders to ensure smooth case progress.
  • Company: Award-winning independent mortgage brokerage focused on exceptional service.
  • Benefits: Competitive salary, pension scheme, 25 days leave, team trips, and performance bonuses.
  • Other info: Opportunity for career progression and support for further industry qualifications.
  • Why this job: Join a friendly team and grow your career in a dynamic environment.
  • Qualifications: Experience in mortgage paraplanning or administration with strong communication skills.

The predicted salary is between 35000 - 40000 £ per year.

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firm's clients are both UK and internationally based, often of a HNW nature.

Due to both an internal promotion and business growth, the company is currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office-based role, with the opportunity to also work from home on one day per week.

This is a great opportunity for either an established Mortgage Paraplanner, an experienced Mortgage Administrator keen to work within a more technical position, or possibly for an experienced Mortgage Advisor/Broker who wishes to move away from an advice-based role but still wants to use their technical mortgage product knowledge effectively.

The working hours are Monday to Friday from 9:00am to 5:00pm, including a daily 1-hour lunch break. You will work in a great environment and within a successful team that operates within a friendly, productive culture. The company will provide you with the opportunity to develop your career further, allowing this to be a long-term/career-based opportunity. This could mean that in time you progress into either a Team Leader role or into a Mortgage and Protection Advisor role, if desired. The company will support your further study of industry-based qualifications such as the CeMAP qualification.

Key responsibilities:

  • Aid the companies Director and Mortgage and Protection Advisors by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients' criteria.
  • Liaise between the companies Director, Mortgage and Protection Advisors, Mortgage and Protection Administrators, the Mortgage Lenders, Protection Providers, Solicitors, and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion.
  • Provide excellent levels of service.
  • Use relevant mortgage product sourcing software and various lenders' online platforms/portals to submit Residential & BTL mortgage applications suitably.
  • Use relevant protection product sourcing software and various protection providers' online platforms/portals to submit insurance applications suitably, ensuring all work meets the required FCA compliance standards.

Key candidate attributes:

  • Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring familiarity with multiple lenders' mortgage products and online portals/platforms.
  • Strong organisation and planning skills.
  • Excellent communication skills, both written and verbal.
  • Must demonstrate technical ability and be confident with mortgage case terminology.
  • Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably.
  • Enjoy working within a team.
  • Desire to progress in a professional and growing business.

The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000, negotiable based upon skill-set/role experience. Plus benefits which include a pension scheme, 25 days annual leave per annum (plus an additional day's leave for each of your first 5 years of service at the company), team trips abroad, and a bonus scheme based upon the business's performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually, leading to a possible annual OTE of up to circa £45,000 within this role.

If you are interested in this vacancy and believe that your experience/skill-set is well suited to the role, then please do apply online.

Mortgage Paraplanner employer: Your Mortgage Recruiter Ltd

As a self-employed Mortgage Broker, you will enjoy the flexibility of managing your own schedule while receiving comprehensive admin and compliance support to enhance your productivity. Our work culture fosters independence and encourages professional growth, allowing you to build a rewarding career in the thriving mortgage sector. With competitive earnings potential and a supportive environment, this role offers a unique opportunity to make a meaningful impact on clients' financial journeys.

Y

Contact Details:

Your Mortgage Recruiter Ltd Recruitment 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 mortgage industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Mortgage Paraplanner role. You never know who might have the inside scoop on an opportunity!

Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss mortgage products and compliance standards. We want you to shine when it comes to showcasing your expertise!

Tip Number 3

Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings at firms that value growth and development, like the one looking for a Mortgage Paraplanner. Tailor your approach to fit their culture!

Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’d be a perfect fit for their team!

We think you need these skills to ace Mortgage Paraplanner

Mortgage Paraplanning
Mortgage Administration
Technical Mortgage Product Knowledge
FCA Compliance
Communication Skills
Organisation Skills
Planning Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Mortgage Paraplanner role. Highlight your relevant experience in mortgage paraplanning or administration, and don’t forget to showcase your strong organisation and planning skills!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your technical knowledge can benefit the team. Keep it concise but impactful!

Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your written application reflects that. Use clear and professional language, and double-check for any typos or errors before hitting send!

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!

How to prepare for a job interview at Your Mortgage Recruiter Ltd

Know Your Mortgage Products

Make sure you brush up on your knowledge of various mortgage products, especially those relevant to both residential and buy-to-let cases. Being able to discuss specific products and their benefits will show that you're not just familiar with the terminology but also understand how to apply it in real scenarios.

Demonstrate Your Communication Skills

Since this role involves liaising with multiple stakeholders, practice articulating your thoughts clearly and concisely. You might want to prepare examples of how you've effectively communicated complex information in the past, as this will highlight your ability to work within a team and manage client expectations.

Showcase Your Organisational Skills

Prepare to discuss how you manage your workload and prioritise tasks, especially when dealing with multiple mortgage and protection applications. Consider sharing specific strategies or tools you use to stay organised, as this is crucial for success in a fast-paced environment.

Express Your Desire to Grow

The company values career progression, so be ready to talk about your long-term goals and how you see yourself evolving within the organisation. Mention any interest in further qualifications like CeMAP, as this shows your commitment to professional development and aligns with the company's supportive culture.