Mortgage Paraplanner
2 weeks ago
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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