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Mortgage Paraplanner

KFS Recruitment
Posted 2 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

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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  • A City firm is seeking a PA/Mortgage Paraplanner with a salary range of £30,000 to £38,000.
  • The role requires managing the inbox, scheduling appointments, and handling compliance and GDPR administration.
  • Candidates should have mortgage experience, strong organizational skills, and the ability to manage time effectively.
  • The position is office-based in London, with working hours from Monday to Friday, 9 AM to 5:30 PM.
  • Applicants should have at least a few years of relevant experience in the mortgage industry.

PA/Mortgage Paraplanner

City

£30-38,000

An opportunity has arisen with a friendly, professional and successful City firm

Duties will include:

  • Working closely with the MD of the business
  • Manging in-box/emails
  • Scheduling appointments/managing diary
  • Compliance administration
  • GDPR administration
  • Some HR Administration - staff records, holidays and sickness etc
  • Managing office, meeting and greeting visitors
  • Office supplies/facilities
  • Mortgage Paraplanning - researching the best products to support the clients needs
  • General insurance & protection administration
  • Keeping CRM system up to date

Candidate criteria:

  • Mortgage experience (intermediary background/knowledge of different lenders and their criteria)
  • Strong organisation and administration
  • Time management/able to multi-task
  • Trustworthy and reliable
  • Good communicator/professional telephone manner
  • Friendly team player

Additional information:

  • Monday to Friday, 9-5.30
  • Office based, London, City
  • Salary: £30-35,000
  • 20 days holiday + birthday, rising to 25 days
  • Cashplan/workplace pension
  • Staff bonus, paid at Christmas

Apply now in a few quick clicks

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.