Mortgage Paraplanner

A fantastic opportunity is available for a Mortgage Paraplanner / Senior Mortgage Administrator to join an award winning HNW financial services provider based in The City.

We're looking for an experienced Mortgage Paraplanner / Case Manager to work alongside a top performing Mortgage Broker, taking full responsibility for their case load, working in a busy, high-volume setting.

You'll own each case from the first enquiry to the day it completes. Clients, lenders and third parties will all come to you as their main contact, so you'll need to be confident keeping several cases moving at once. Cases will be focused on residential mortgages, with many involving more complex borrowers such as foreign nationals, applicants with overseas income, and HNW individuals.

Responsibilities:

• Speaking with clients and completing fact-finds to understand what they need and what they're trying to achieve
• Researching the market, sourcing suitable options and preparing quotes for clients
• Submit Decision in Principle (DIPs).
• Submit Full Mortgage Applications.
• Build and maintain fully compliant files, ensuring all internal processes and regulatory requirements are met.
• Manage case progression from initial enquiry through to mortgage completion.
• Keeping cases on track by working closely with lenders, solicitors, valuers and other parties
• Giving clients a smooth, well managed experience, even when volumes are high

Experience required:

• A solid background as a mortgage paraplanner / broker support
• CeMAP qualified or equivalent (Highly desired)
• A track record of handling mortgage cases end to end with little supervision
• Experience with complex cases, including overseas income, foreign nationals, HNW clients, and borrowers with complicated assets or company structures
• A good grasp of mortgage compliance and file management
• Experience submitting DIPs and full applications with a variety of lenders
• A careful, accurate approach, and the ability to keep up in a fast-moving environment

£40k Basic + Fantastic Bonus + Flexible Benefits