Mortgage Paraplanner
2 weeks ago
Our client is a highly successful mortgage brokerage based in central London, specializing in the HNW sector with extensive experience in the field.
An exceptional opportunity is now open to join this team as a Mortgage Paraplanner.
This position offers a base salary of up to £50,000. After six months, you will also have the chance to earn bonuses for contributions to closing deals, making it one of the top packages available for a non-sales role.
They are seeking individuals with a minimum of 3 years of experience as a mortgage paraplanner, administrator, or adviser. They need motivated candidates with a solid understanding of the mortgage process.
Key Responsibilities
- Document Preparation
- Prepare accurate mortgage application documentation
- Review and verify client information and financial documents
- Maintain client files to meet regulatory standards
- Create client options documents and credit paper proposals
- Compliance and Regulatory Adherence
- Ensure all mortgage applications meet regulatory standards
- Prepare suitability reports and ESIS
- Conduct client ID and AML checks
- Maintain client files and records in compliance with regulations
- Paraplanning & Administrative Support
- Process and submit mortgage applications
- Provide administrative support, escalating issues when necessary
- Communicate with lenders and banks
- Update CRM systems such as Salesforce & Hubspot
- Source and prepare options documents
- Manage required documentation from clients
- Update lender matrix table with over 300 lenders worldwide
- Prepare case studies on completed transactions
If you meet the experience criteria and can demonstrate relevant knowledge and skills, we want to hear from you.
This position is office-based, Monday to Friday.
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