Mortgage Paraplanner

1 day ago


Weybridge, United Kingdom Recruit UK Full time

**Job Title**: Mortgage Paraplanner

**Industry**: Mortgage and Finance

**Location**:Weybridge, Surrey

**Salary**:£35,000 - £40,000

**Job reference**:16199

Recruit UK are working on an excellent opportunity for a Mortgage Paraplanner in Weybridge to join a Mortgage firm.

Our client specialize in all things finance, working with clients on everything from pensions, investments, insurance and Mortgages. Due to continued success within the firm over the last year, they are looking to bring on a Mortgage Paraplanner to jointheir tight-knit team.

As a Mortgage Paraplanner you will be providing direct technical and administrative support to the Mortgage Director with a possibility to progress into a Mortgage Adviser. Your role will include, but not be limited to:

- Prepare for client meeting with illustrations.
- Produce mortgage/equity release suitability letters
- Enter and manage new cases on the back-office system and update information
- Liaising with product providers, lenders, insurance companies, solicitors, and clients
- Ensure the process of mortgage offers are completed
- Preparing and sending documents to clients
- Working to a high level of compliance and FCA regulations

**Benefits**:

- Salary of up to £40,000
- Hybrid working flexibility (2 days in the office)
- Discretionary bonus scheme
- Well established firm with plenty of progression and opportunity
- Great team environment, someone is always on hand to help

**Skills and experience required**:

- Minimum of 4 years working in a role with similar duties
- Mortgage CeMap qualification required
- Proficient using Microsoft Office Packages
- Familiar with Intelligent Office, Volume, Mortgage Brain and IRESS
- Strong communication skills and ability to work under pressure
- Enjoy building relationships with brokers and clients

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Mortgage firm based in Weybridge on a Mortgage Paraplanner role.

**Our commitment to you**:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Additional information**:



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