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- 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, 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 with strong communication and organisational skills required.
- Other info: Potential to earn up to £45,000 annually with bonuses based on performance.
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 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, 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
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 as Mortgage Paraplanners or Advisors. Attend relevant events or join online forums to gain insights and potentially get referrals for 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. This will show your potential employer that you can handle the responsibilities of the role effectively.
✨Tip Number 4
Research the company culture and values of the brokerage you're applying to. Tailor your conversation during interviews to reflect how your personal values align with theirs, which can significantly boost your chances of landing the job.
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 knowledge you possess.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for the 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, clearly outline your strong organisational and planning skills. Provide examples of how you've successfully managed mortgage and protection applications in the past, demonstrating your ability to prioritise effectively.
Show Enthusiasm for the Role: Express your enthusiasm for the Mortgage Paraplanner position and the opportunity to work within a successful team. Mention your interest in furthering your career and any relevant qualifications you are keen to pursue, such as the CeMAP qualification.
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 relevant to the independent market. Be prepared to discuss specific products and how they meet different client needs.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to showcase your communication skills.
✨Showcase Your Organisational Skills
Prepare to discuss how you manage multiple cases and prioritise tasks effectively. You might want to share specific strategies or tools you use to stay organised in a fast-paced environment.
✨Express Your Desire for Growth
The company values candidates who are eager to progress. Be ready to talk about your career aspirations and how you see yourself growing within the organisation, including any interest in further qualifications like CeMAP.
