Mortgage Paraplanner
other jobs KFS Recruitment
Added before 3 Days
- England,London
- full-time
- £30,000 - £38,000 per annum
Job Description:
An opportunity has arisen with a friendly, professional and successful City firm
Duties will include:
*Working closely with the MD of the business
*Responsible for the day to day running of the office including incoming and outgoing post, scanning, filling, producing letters, reports, minute take and managing diaries.
*Manging in-box/emails
*Compliance administration
*GDPR administration
*Some HR Administration - staff records, holidays and sickness etc
*Managing office, meeting and greeting visitors
*Office supplies/facilities
*Mortgage Paraplanning - researching the best products to support the clients needs
*Administering and processing, keying Mortgage applications into different lender portals
*Assisting with the progression of new build purchases, shared ownership, resales and buy to lets from submission to completion.
*Providing administrative support to financial brokers
*Proactively progressing mortgage applications through to completion - speaking to clients, lenders and solicitors to complete agreement in principles
*Assisting the team with other office duties and training new members of staff
*General insurance & protection administration
*Keeping CRM system up to date
Candidate criteria:
*Mortgage experience (intermediary background/knowledge of different lenders and their criteria)
*Strong organisation and administration
*Time management/able to multi-task
*Trustworthy and reliable
*Good communicator/professional telephone manner
*Friendly team player
Additional information:
*Monday to Friday, 9-5.30
*Office based, London, City
*Salary: £30-35,000
*20 days holiday + birthday, rising to 25 days
*Cashplan/workplace pension
Duties will include:
*Working closely with the MD of the business
*Responsible for the day to day running of the office including incoming and outgoing post, scanning, filling, producing letters, reports, minute take and managing diaries.
*Manging in-box/emails
*Compliance administration
*GDPR administration
*Some HR Administration - staff records, holidays and sickness etc
*Managing office, meeting and greeting visitors
*Office supplies/facilities
*Mortgage Paraplanning - researching the best products to support the clients needs
*Administering and processing, keying Mortgage applications into different lender portals
*Assisting with the progression of new build purchases, shared ownership, resales and buy to lets from submission to completion.
*Providing administrative support to financial brokers
*Proactively progressing mortgage applications through to completion - speaking to clients, lenders and solicitors to complete agreement in principles
*Assisting the team with other office duties and training new members of staff
*General insurance & protection administration
*Keeping CRM system up to date
Candidate criteria:
*Mortgage experience (intermediary background/knowledge of different lenders and their criteria)
*Strong organisation and administration
*Time management/able to multi-task
*Trustworthy and reliable
*Good communicator/professional telephone manner
*Friendly team player
Additional information:
*Monday to Friday, 9-5.30
*Office based, London, City
*Salary: £30-35,000
*20 days holiday + birthday, rising to 25 days
*Cashplan/workplace pension
Job number 1646274
metapel
Company Details:
KFS Recruitment
KFS began its journey in January 2016. After working in the Financial Services Recruitment sector for 10 years, Kerry Stephens realised it was time to...