[ref. a3540616] Rotherham - Mortgage Paraplanner

Mortgage Paraplanner

Location: Rotherham

I am working with a well-established mortgage brokerage looking for an experienced Mortgage Paraplanner with administration experience. This role offers the opportunity to join a dynamic team and support the Director and their Mortgage Advisors in providing exceptional mortgage services.

Key Responsibilities:

• Assist Mortgage Advisors and Brokers with the preparation and submission of mortgage applications, ensuring accuracy and efficiency throughout the process.
• Conduct thorough research into client financial situations and liaise with lenders to identify the most suitable mortgage options.
• Prepare detailed reports and analysis to support Mortgage Advisors and Brokers in their client presentations and recommendations.
• Maintain accurate client records and ensure adherence to all regulatory compliance standards.
• Build strong communication skills by liaising with clients, lenders, solicitors, and estate agents to facilitate the mortgage process.
• Submitting and tracking mortgage applications using mortgage advisor-based CRMs.

Requirements:

• Experience working in a mortgage brokerage
• Familiarity with mortgage advisor-based CRMs
• CeMAP qualification is beneficial but not essential
• Strong communication skills, with the ability to engage with clients at all levels
• Organised and detail-oriented problem solver
• Proficiency in Outlook, Word, and Excel

Benefits:

• Salary between £30,000 - £40,000, depending on experience
• Supportive and growing business with a strong team environment

If you have the relevant experience and are looking to join a dynamic and growing mortgage brokerage as a Mortgage Paraplanner, apply today!

Paraplanner, Mortgage, Report writing, Research & Analysis, Wealth Manage, Financial Services