Mortgage Support Specialist
4 weeks ago
Our practice is committed to understanding the unique needs, goals, and aspirations of our clients, delivering tailored solutions that build lasting relationships.
As 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 tailored solutions to clients
* Stay up-to-date with market trends and mortgage products
* Provide administrative support as required
We are looking for an enthusiastic and detail-oriented individual with experience in financial services. You will have:
* Previous financial services experience
* Strong communication and interpersonal skills
* Excellent attention to detail and problem-solving abilities
* The ability to work well within a team and independently
* Keen interest in progressing into a Mortgage Adviser role
* Experience with lender portals (desirable)
In addition to a competitive salary, we offer opportunities for professional development and growth. As a Paraplanner, you will have the chance to develop your skills and progress into a Mortgage Adviser role, while working in a supportive and collaborative environment.
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