Mortgage Paraplanner

2 weeks ago


London, UK, United Kingdom KFS Recruitment Full time

Mortgage Paraplanner

London

We are pleased to be working with a very successful Mortgage Brokerage currently, as they expand their team.


We are looking for an experienced Mortgage Paraplanner, who is looking to expand their knowledge and experience, and join a great team.


Responsibilities:

  • Supporting all Consultants for Mortgage Advice to provide technical knowledge and interest rates.
  • Independently sourcing suitable residential mortgages, buy to let mortgages, bridging loans, and second charges for clients.
  • Using sourcing systems daily to find mortgage solutions.
  • Independently sourcing suitable equity release mortgages.
  • Responsible for evidence of research and ensuring the application is compliant.
  • Completion of mortgage Application Forms where applicable with client or Consultant in the meeting.
  • Full responsibility for any mortgage applications which are in process.
  • Liaising with accountants to obtain the necessary documentation to place a mortgage.
  • Liaising with the solicitor/conveyancer to ensure applications exchange/complete.
  • Updating clients and advisers regularly via email/telephone.
  • Meeting with Lenders’ Business Development Managers.
  • Helping to build relations with introducer referrals.

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