This Mortgage Paraplanner position gives you the opportunity to join a dynamic mortgage brokerage based in Chatham.
As a Mortgage Paraplanner, you will be supporting the Director and one of their Mortgage Advisors. Your duties will include:
* Speaking with the client and running through the fact find
* Ensuring that all information is received from the client, enabling the Advisor to successfully package the case
* Using Trigold to source the mortgage, including speaking with lenders if required (full training on how to source the mortgage will be provided, if needed)
* Run the AIP and submit the mortgage application to the lender
This is a busy role, which will see you working with around 40 new applications per month.
Mortgage Paraplanner Requirements
* You need to have experience within a mortgage brokerage
* This could suit a Mortgage Administrator, Mortgage Paraplanner or a Mortgage Advisor looking to step away from the sales element (happy to consider someone who has been out of the industry for a few years)
* CeMAP would be beneficial, but not essential
* Strong & clear communicator able to speak with clients at all levels
* Organised problem solver who has excellent attention to detail
* A good practical understanding of Outlook, Word, and Excel
The Company
This busy mortgage brokerage is led by a Director passionate about helping clients achieve their dreams. He is keen to organically grow the business ...