Mortgage Paraplanner
3 weeks ago
Are you ready to take your mortgage career to the next level? This is a fantastic opportunity to join a forward-thinking brokerage as a Mortgage Paraplanner, supporting expert Mortgage Brokers and playing a key role in delivering seamless, client-focused financial solutions.
About the Company
This established, whole-of-market brokerage prides itself on providing tailored, unbiased advice to every client. The team is driven by a passion for helping clients achieve their financial dreams while fostering a supportive and positive culture. Regular team outings, career development opportunities, and sponsored qualifications demonstrate their commitment to both client and employee success.
About the Mortgage Paraplanner Role
As a Mortgage Paraplanner, you will work closely with Mortgage Brokers to manage a variety of cases, ensuring clients receive the highest level of service at every stage of their mortgage journey. Your role will include liaising with lenders and clients, managing mortgage cases efficiently, and contributing to a seamless and stress-free client experience. You’ll need a thorough understanding of the mortgage process, a detail-oriented mindset, and exceptional communication skills to support brokers in delivering outstanding results.
Mortgage Paraplanner Key Responsibilities
- Support Mortgage Brokers with administrative and case management tasks.
- Liaise with lenders, clients, and other third parties to ensure smooth case progression.
- Handle mortgage applications from submission to completion.
- Maintain accurate records and manage compliance requirements.
- Proactively resolve issues and keep clients updated throughout the process.
- Deliver a client-first approach, going above and beyond to exceed expectations.
The Mortgage Paraplanner Package
- Location: Office-based in Stanmore - 1 day work from home
- Salary: Up to £45k Depending on experience
- Christmas Bonus £1500
- Holidays: 20 days + 1 additional day per year of service (up to 25) plus bank holidays.
- Training: Fully funded CeMAP qualification and other professional development opportunities.
- Work Environment: State-of-the-art office with parking and a private garden.
- Team Culture: Regular team outings, dinners, and a collaborative work atmosphere.
Mortgage Paraplanner Skills and Experience Required
- CeMAP qualification or equivalent – Essential
- Minimum 1 year of experience as a Mortgage Administrator, Case Manager, Mortgage Paraplanner or Mortgage Advisor
- Strong verbal and written communication skills.
- Excellent attention to detail and organisational skills.
- Confident handling lender and client communications.
- Self-motivated, proactive, and client-focused.
Why Apply?
This is your chance to join a brokerage that truly invests in its people and prioritises career development. From fully funded qualifications to a supportive team culture, you’ll find everything you need to build a long-term, rewarding career. If you’re passionate about delivering outstanding client service and thrive in a collaborative environment, this role is for you.
Ready to take the next step?
Contact us today to arrange a call – we’d love to hear from you and help you achieve your career
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