Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in mortgage research and liaise with clients and lenders to ensure smooth case progress.
- Company: Join an award-winning independent mortgage brokerage focused on exceptional service and impartial advice.
- Benefits: Enjoy remote work options, a competitive salary, pension scheme, and team trips abroad.
- Why this job: Be part of a friendly team culture with opportunities for career growth and professional development.
- Qualifications: Experience in mortgage paraplanning or administration, strong communication skills, and a desire to progress.
- Other info: Potential annual earnings up to £45,000 with bonuses based on performance.
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 is now keen to move away from an advice-based role but still wants to use their technical mortgage product knowledge effectively.
The working hours within this position 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 who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully 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 you would like to. The company will happily support your further study of industry-based qualifications such as the CeMAP qualification.
Key responsibilities:
- You will aid the company's 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.
- You will liaise between the company's 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.
- You will provide excellent levels of service.
- You will use relevant mortgage product sourcing software and the various lenders' online platforms/portals to submit Residential & BTL mortgage applications suitably.
- You will use relevant protection product sourcing software and the 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, which is 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 is provided 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
Contact Detail:
Your Mortgage Recruiter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨Tip Number 1
Familiarise yourself with the latest mortgage products and trends in the market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the mortgage industry, especially those who work in paraplanning or advisory roles. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your technical ability and problem-solving skills. Being able to articulate how you've successfully managed mortgage applications will set you apart.
✨Tip Number 4
Show enthusiasm for professional development during your conversations. Mention any plans to pursue further qualifications like CeMAP, as this reflects your ambition and willingness to grow within the company.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage paraplanning or administration. Emphasise your familiarity with multiple lenders' products and online platforms, as well as any technical abilities you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're interested in the Mortgage Paraplanner role. Mention your desire to progress within the company and how your background aligns with their focus on providing excellent service.
Highlight Key Skills: In your application, emphasise your strong organisational skills, ability to manage time effectively, and experience working within a team. These attributes are crucial for the role and should be clearly articulated.
Showcase Your Initiative: Demonstrate your initiative by providing examples of how you've successfully managed mortgage and protection applications in the past. This will show the employer that you can handle the responsibilities of the role effectively.
How to prepare for a job interview at Your Mortgage Recruiter
✨Know Your Mortgage Products
Make sure you have a solid understanding of various mortgage products, especially those offered by multiple lenders. Be prepared to discuss how these products can meet different client needs, as this will demonstrate your technical ability and familiarity with the industry.
✨Showcase Your Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate how you've effectively communicated with clients, advisors, and lenders.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage your workload and prioritise tasks. You might be asked about specific tools or methods you use to stay organised, so think of examples that highlight your planning skills and ability to handle multiple applications simultaneously.
✨Express Your Desire for Growth
The company values candidates who are eager to progress within their careers. Be ready to share your long-term career goals and how you see yourself growing within the organisation, whether that's moving into a Team Leader role or pursuing further qualifications like CeMAP.
