NJR are currently working with a with a firm of Independent Financial Advisers offering specialist Financial Planning in all areas ranging from Investment advice to Mortgage advice and much more. They are currently looking for a Mortgage Paraplanner to join their firm. This role is a desk based role, providing paraplanning, administration and sales support within the Mortgage, Equity Release and Protection Department.
Whats in it for you ?
- 33 days holiday including bank holidays
- Generous non-contributory group pension scheme, commencing after 3 months continous service
- Free death in service benefit after suceesful complete of probabtion
- Dining facilities and Gym
Key Responsibilties of the Mortgage Paraplanner:
- Provide full administration and paraplanning support for whole-of-market mortgage advice.
- Prepare and submit client documents and applications, ensuring accuracy and compliance.
- Manage and oversee cases from conversion to completion, ensuring all documents are collected, attached, and compliant.
- Liaise with advisers, lenders, solicitors, and clients to ensure smooth and efficient handling of cases.
- Proactively call leads, schedule client callbacks, and arrange meetings with both new and existing clients.
- Create compliant suitability reports for mortgage and protection recommendations.
- Use research and sourcing software like Iress Tri-Gold and Exchange to support advisers in preparing detailed recommendations.
- Engage with clients regularly through phone, email, and written correspondence
To be successful for this role, the ideal candidate will:
- Recent experience in a similar role, preferably within a whole-of-market brokerage.
- Genuine passion for delivering first-class client service.
- Experience using mortgage and protection research/sourcing software.
- Proficiency in Microsoft Word, Excel, Outlook, and the ability to learn new software systems quickly (e.g., XPlan).
- Mortgage qualifications such as CeMAP, CF6, or RO7 (advantageous but not essential).
- Excellent communication, time management, and organizational skills.
- Ability to manage workloads independently, meet deadlines, and work under pressure.
- Attention to detail and commitment to quality standards**.**
If you are an experienced Mortgage Paraplanner and you might be interested in this role then please contact one of our specialist consultants quoting REF: 15198
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