Mortgage Paraplanner

6 days ago


WaltononThames, Surrey, United Kingdom Pure Resourcing Limited Full time

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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