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Mortgage Paraplanner

Mortgage Paraplanner

KFS Recruitment

Posted 21 days ago, valid for 23 days

London, Greater London EC1R 0WX

£50,000 - £60,000 per annum

Full Time

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Sonic Summary

A City firm is seeking a PA/Mortgage Paraplanner with a salary range of £30,000 to £38,000.
The role requires mortgage experience and strong organizational skills, with duties including managing the MD's inbox, scheduling appointments, and compliance administration.
Candidates should possess at least some prior experience in mortgage paraplanning and be able to manage multiple tasks effectively.
The position is office-based in London and offers a Monday to Friday schedule from 9 AM to 5:30 PM, along with 20 days of holiday plus a birthday.
Additional benefits include a workplace pension, a staff bonus at Christmas, and an increase in holiday entitlement to 25 days after a certain period.

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

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