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Mortgage Paraplanner

Mortgage Paraplanner

KFS Recruitment

Posted 2 days ago, valid for 16 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 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

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