Mortgage Paraplanner

**Mortgage Paraplanner / Mortgage Administrator -Surrey**

**Are you looking to join a small and professional financial services practice that has a fun, friendly and family vibe?**

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 for the role of Mortgage Administrator**:

- Researching and sourcing new and alternative lending products.
- Conducting fact-finds 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
- On-going 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 cash-in-lieu if prefer not to join (After 6 month probation period)