Mortgage Paraplanner
6 days ago
Mortgage Paraplanner / Mortgage Administrator -Surrey
Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs.
They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their client's dreams realised.
Due to organic growth, they are now in search of an experienced Mortgage Paraplanner / Mortgage Admininstrator that would like to continue their career within a "family feel" environment.
You may be a Mortgage Adviser who is looking to come away from sales,an existing Mortgage Paraplanner / Mortgage Administrator who wishes to grow their career into Advisory or, someone that is looking for a little more flexibility to work around their family life.
Responsibilities:
- Researching and sourcing new and alternative lending products.
- Conducting factfinds and obtaining relevant documentation.
- Progressing client mortgage and protection cases
- Liaising with clients, Introducers and Lenders.
- Maintaining compliant processes
- Running data reports for management information
- Mortgage case processing
- Undertaking administration support
- At least 3 years' experience of working within a regulated, whole of market environment. (This could be as a Mortgage Paraplanner, Mortgage Adminstrator or Mortgage Adviser) (Essential)
- Thorough understanding of Lender's Criteria across the whole of Market
- Have experience researching and placing cases
- Have experience of pre and post sales administration
- Have the desire for personal development and constant improvement
On offer:
- 4 day working week
- Basic salary up to £35k (Dependent on hours / experience)
- Flexibility around family
- Bonus paid annually as well as a Christmas bonus
- A family orientated, close knit environment
- Ongoing professional development
- Free parking
- Café, restaurant, and gym on site
- Additional time off at Christmas until the New Year
- Access to pension scheme (with employer and employee contributions) or cashinlieu if prefer not to join (After 6 month probation period)
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