Mortgage Paraplanner

NJR are currently working with a with a firm of Independent Financial Advisers offering specialist Financial Planning in all areas ranging from Investment advice to Mortgage advice and much more. They are currently looking for a Mortgage Paraplanner to join their firm. This role is a desk based role, providing paraplanning, administration and sales support within the Mortgage, Equity Release and Protection Department.

Whats in it for you ?

• 33 days holiday including bank holidays
• Generous non-contributory group pension scheme, commencing after 3 months continous service
• Free death in service benefit after suceesful complete of probabtion
• Dining facilities and Gym

Key Responsibilties of the Mortgage Paraplanner:

• Provide full administration and paraplanning support for whole-of-market mortgage advice.
• Prepare and submit client documents and applications, ensuring accuracy and compliance.
• Manage and oversee cases from conversion to completion, ensuring all documents are collected, attached, and compliant.
• Liaise with advisers, lenders, solicitors, and clients to ensure smooth and efficient handling of cases.
• Proactively call leads, schedule client callbacks, and arrange meetings with both new and existing clients.
• Create compliant suitability reports for mortgage and protection recommendations.
• Use research and sourcing software like Iress Tri-Gold and Exchange to support advisers in preparing detailed recommendations.
• Engage with clients regularly through phone, email, and written correspondence

To be successful for this role, the ideal candidate will:

• Recent experience in a similar role, preferably within a whole-of-market brokerage.
• Genuine passion for delivering first-class client service.
• Experience using mortgage and protection research/sourcing software.
• Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software systems quickly (e.g., XPlan).
• Mortgage qualifications such as CeMAP, CF6, or RO7 (advantageous but not essential).
• Excellent communication, time management, and organizational skills.
• Ability to manage workloads independently, meet deadlines, and work under pressure.
• Attention to detail and commitment to quality standards.

If you are an experienced Mortgage Paraplanner and you might be interested in this role then please contact one of our specialist consultants quoting REF: 15198

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