Mortgage Paraplanner Specialist

4 days ago


Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time
Mortgage Paraplanner Role

NJR Recruitment Ltd is seeking a skilled Mortgage Paraplanner to join their team. As a Mortgage Paraplanner, you will provide administrative and paraplanning support for whole-of-market mortgage advice.

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.
  • Engage with clients regularly through phone, email, and written correspondence.
Requirements:
  • 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.

If you are an experienced Mortgage Paraplanner looking for a new challenge, please contact one of our specialist consultants.



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