Mortgage Paraplanner
CV-LibraryWest Malling, KentpermanentPosted: 22 May 2026
Apply NowOur client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis.
Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations.
The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience.
Key Responsibilities:
* Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication
* Act as the first point of contact for any client or thirdparty questions
* Maintain a highlevel of industry and regulatory knowledge
* Handle all compliance documentation
* Ensure all data and information is maintained accurately on the inhouse system
* Support with a combination of residential, commercial and BTL mortgages, through to completion
Key Experience:
* Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential
* Strong administrative experience, able to work both independently and as part of a team
* Excellent communicator, confident working with colleagues, clients and third parties of all levels
* Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times
* Excellent written and verbal communication
* Great attitude to work, keen to learn and progress
This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change.
You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties.
CVs are being reviewed, so please apply now for immediate consideration
Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations.
The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience.
Key Responsibilities:
* Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication
* Act as the first point of contact for any client or thirdparty questions
* Maintain a highlevel of industry and regulatory knowledge
* Handle all compliance documentation
* Ensure all data and information is maintained accurately on the inhouse system
* Support with a combination of residential, commercial and BTL mortgages, through to completion
Key Experience:
* Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential
* Strong administrative experience, able to work both independently and as part of a team
* Excellent communicator, confident working with colleagues, clients and third parties of all levels
* Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times
* Excellent written and verbal communication
* Great attitude to work, keen to learn and progress
This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change.
You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties.
CVs are being reviewed, so please apply now for immediate consideration