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Mortgage Paraplanner

ARC
Posted 4 hours ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Salary

£60,000 - £72,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Mortgage Paraplanner position is based in London with a salary range of £35,000 - £40,000, plus a potential bonus of £3,000 - £4,000 depending on experience.
  • Candidates should have solid mortgage administration experience and ideally some previous paraplanning exposure, with case management experience being essential.
  • The role involves performing tasks similar to a Broker without client interaction, including sourcing cases and finding suitable mortgage solutions under the guidance of a Director.
  • Key responsibilities include completing mortgage applications, liaising with clients for documentation, and ensuring compliance and accuracy throughout the process.
  • The position offers a mainly office-based work environment with one day of remote work possible after probation, and free parking is available.
  • Job Title/Location: Mortgage Paraplanner, London
  • Salary: £35,000 - £40,000
  • Office/WFH: Mainly office-based with 1-day WFH possible after probation, working very closely with an industry-leading Director
  • Requirements: Very solid mortgage administration experience is key, ideally some previous paraplanning exposure. Must have submitted applications & case managed to completion.
  • Role Snapshot: This involves doing everything a Broker would do, apart from seeing clients. You will source cases & find the best mortgage solutions for clients under the Directors guidance.

The Company: This brokerage has been operating over 15 years, the MD is one of the leading Mortgage Brokers in the country, pushing through excellent levels of business and having recently recruited an additional Administrator, is now looking to hire a Paraplanner and a further Mortgage Administrator.

The Role: This Mortgage Paraplanner role will see you work alongside the MD, ensuring client expectations are managed throughout the process and their outcome is a positive experience. You will need to do all the groundwork, checking affordability, packaging all of the cases correctly before submission, placing cases with the appropriate Bank, ensuring you have all of the required documentation. Key tasks will include:

  • Completing all online Agreement in Principle’s and mortgage applications
  • Completing all Life Insurance applications for providers
  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct & compliant
  • Sourcing mortgage rates for the Broker as well as Life Insurance premiums
  • Arranging for the Solicitor & valuation fees to be taken where applicable

Skills / Experience Required: For this Mortgage Paraplanner vacancy, our client is looking for people with proven mortgage paraplanning or possibly an experienced Mortgage Administrator with case management experience. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Great atmosphere amongst the team, so a hard-working, positive, professional attitude is really important.

Additional Information: The Mortgage Paraplanner salary is £35,000 to £40,000 + bonus c.£3,000 - £4,000 all doe. Free parking is available. This role is all about working for an established, expanding brokerage, working alongside and learning from a supportive, industry-leader in a great working environment. Please apply below.

The Mortgage Paraplanner role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.