Mortgage Paraplanner Specialist
1 week ago
We are seeking a skilled Mortgage Paraplanner to join our team at NJR Recruitment. As a Mortgage Paraplanner, you will provide administrative and paraplanning support for whole-of-market mortgage advice, ensuring accuracy and compliance with industry regulations.
Key Responsibilities- Prepare and submit client documents and applications, ensuring accuracy and compliance.
- Manage and oversee cases from conversion to completion, ensuring all documents are collected, attached, and compliant.
- Liaise with advisers, lenders, solicitors, and clients to ensure smooth and efficient handling of cases.
- Proactively call leads, schedule client callbacks, and arrange meetings with both new and existing clients.
- Create compliant suitability reports for mortgage and protection recommendations.
- Use research and sourcing software like Iress Tri-Gold and Exchange to support advisers in preparing detailed recommendations.
- Recent experience in a similar role, preferably within a whole-of-market brokerage.
- Genuine passion for delivering first-class client service.
- Experience using mortgage and protection research/sourcing software.
- Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software systems quickly.
- Mortgage qualifications such as CeMAP, CF6, or RO7 (advantageous but not essential).
- Excellent communication, time management, and organizational skills.
- Ability to manage workloads independently, meet deadlines, and work under pressure.
- Attention to detail and commitment to quality standards.
- 33 days holiday including bank holidays.
- Generous non-contributory group pension scheme, commencing after 3 months continuous service.
- Free death in service benefit after successful completion of probation.
- Dining facilities and Gym.
If you are an experienced Mortgage Paraplanner looking for a new challenge, please contact one of our specialist consultants quoting REF:15198.
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Mortgage Paraplanner Specialist
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