Mortgage Administrator / Paraplanner
$62,400,000–$72,800,000 year
HybridIslington, England, United Kingdom
Job Summary
Research mortgage and protection solutions using industry systems and prepare recommendations to support client advice. Submit applications to lenders and insurers while liaising with clients, solicitors, and third parties. Help the Sales Progression team move cases from application through to completion by chasing outstanding information and drafting client correspondence. Maintain accurate records and ensure compliance requirements are met. Work directly alongside directors with a minimum of 2 days per week in the office. This role supports the processing of product transfers and remortgage business for a successful Islington-based advisory team.
Required Qualifications
- minimum of 5 years' experience of Mortgage Administration or Advisory within a Mortgage Brokerage
- Ideally hold the relevant mortgage and protection qualifications
- Have experience within a mortgage and protection environment
- Be confident researching mortgage and protection solutions independently
- Have experience submitting and managing cases with lenders and providers
- Be highly organised and able to manage multiple cases simultaneously
- Possess excellent telephone skills and be comfortable speaking with clients and professional contacts
- Have exceptional written communication skills with strong attention to detail
- Take ownership of their work and demonstrate strong problem-solving skills
- The role is hybrid working with a minimum of 2 days per week required in the office
Desired Qualifications
- Ideally the paraplanner will have previous or current Advisory experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.