Mortgage Support Specialist
4 weeks ago
We are a reputable firm of mortgage, protection, and general insurance advisers based in North Yorkshire, providing whole-of-market advice to individuals and companies across the UK.
The RoleAs a Paraplanner, you will play a vital role in supporting our mortgage advisers by conducting research, liaising with lenders, and ensuring smooth application processes.
Key Responsibilities:- Conduct research and analysis for mortgage advisers based on client needs
- Communicate with lenders to understand criteria and product options
- Assist in the preparation and submission of mortgage applications via lender portals
- Support advisers in delivering exceptional client service
We are committed to understanding the unique needs, goals, and aspirations of our clients, delivering tailored solutions that build lasting relationships.
Please note that applicants must be authorised to work in the UK.
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