Mortgage Paraplanner

2 weeks ago


London, Greater London, United Kingdom F S People Ltd (Financial Services recruitment specialists) Full time

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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