Paraplanner - Fully Remote (Permanent)

4 weeks ago


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

Our client are a highly successful mortgage brokerage based in central London. They specialise in the HNW arena and have extensive experience in this field.
A unique opportunity has is now available to join this team in the capacity of Mortgage Paraplanner.
After a 6 month period you will also be able to benefit from bonuses awarded for helping to get business over the line. They require people with experience as either a mortgage paraplanner, mortgage administrator or mortgage adviser (May suit an adviser looking to come away from direct selling ). Given the responsibilities of the role they would be looking for motivated individuals who have at least 3 years experience and can demonstrate a sound knowledge of mortgage process.
Prepare accurate and comprehensive mortgage application documentation
Review client information and financial documents to ensure completeness and accuracy
Organise and maintain client files in compliance with regulatory requirements
Prepare credit paper proposals for Private Banks
Compliance and Regulatory Adherence

Ensure that all mortgage applications comply with regulatory requirements
Preparation of client files and maintain suitable records on Nextcloud as well as the company’s internal Mortgage Business Register
Processing and submitting mortgage applications
To deliver an effective and competent level of mortgage administration, resolving and escalating when appropriate
Discuss cases with lenders and private banks
Updating our CRM system (Salesforce & Hubspot)
Maintain and update lender matrix table which has over 300 lenders worldwide
This role would be Monday to Friday office based



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