Full job description

Mortgage Paraplanner
Essential: CeMAP 1 qualified ( WORKING TOWARDS) as a minimum, with a commitment to completing the full qualification.
The Opportunity
We’re seeking an organised and client-focused Mortgage Paraplanner to support Mortgage Consultants in delivering an exceptional customer experience throughout the mortgage application process.
This role is ideal for someone who thrives in a fast-paced environment, enjoys managing multiple cases, and takes pride in ensuring applications progress smoothly from initial enquiry through to completion.
What You’ll Do
*Manage mortgage applications from Decision in Principle (DIP) through to completion.
*Gather and review documentation, ensuring all information is accurate and complete.
*Liaise with lenders, solicitors, clients, and other third parties to progress applications efficiently.
*Act as a key point of contact for clients, providing regular updates and outstanding customer service.
*Respond promptly and professionally to client enquiries.
*Prepare and issue suitability letters and maintain accurate CRM records.
*Submit applications to lenders in line with regulatory and compliance requirements.
*Monitor case progress, identify potential issues early, and escalate where necessary.
*Ensure all cases are progressed within agreed service levels and deadlines.
What We’re Looking ForEssential
*CeMAP 1 qualified as a minimum, with a commitment to completing the full qualification.
*Strong organisational skills and the ability to manage multiple cases simultaneously.
*Excellent communication and customer service skills.
*High attention to detail and a proactive approach to problem-solving.
*Ability to work accurately in a regulated environment.
Desirable
*Experience in mortgage administration, mortgage processing, paraplanning, or financial services.
*Knowledge of buy-to-let lending.
*Experience using CRM systems.
*Understanding of FCA-regulated processes and compliance requirements.
What’s on Offer
*A supportive and collaborative team environment.
*Ongoing training and professional development.
*Support towards completing relevant industry qualifications.
*Hybrid working opportunities.
*Competitive salary and benefits package
Apply Now!
Don’t miss this chance to join an amazing team!
Interviews happening now – contact Helen at ME Recruits today!
In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.