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Our client is an established mortgage brokerage based, specialising in residential mortgages and protection advice. Due to continued growth, they are looking for a Mortgage Paraplanner join their team with the view that they will support an advisor with all the mortgage advice process.
Job Responsibility:
Conducting mortgage and protection sourcing
Researching lender criteria and suitable lending options
Comparing mortgage products and rates
Carrying out affordability checks
Supporting the advisor with research prior to client recommendations
Booking and managing client appointments
Onboarding new clients and gathering required documentation
Supporting case management throughout the pre-advice process
Requirements:
At least 1 years experience within the mortgage industry
Strong understanding of lender criteria
Experience supporting advisors or working within a technical mortgage role
What we offer:
Competitive salary up to £40,000 depending on experience
Opportunity to work closely with an experienced mortgage advisor
Potential for hybrid working once established in the role
Potential progression path into a Mortgage Advisor role