Mortgage Administrator/Paraplanner - London/Surrey

  • Location
    London, Greater London
  • Salary
    £ 25000 - £ 28000 / Year
  • Category
    Banking & Financial Services - Mortgage Advisor
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

My client is a small but successful independent Wealth Management Consultancy. Due to an increased demand in business, they are now looking to recruit an extra member of the team. An experienced Mortgage Administrator/Paraplanner to support the Director/Financial Advisor.

Duties will include:-

  • Working alongside a director/financial advisor assisting in advice & processing all of the case

  • Collecting financial information & evaluate creditworthiness and eligibility for obtaining a mortgage loan & comply with financial rules & regulations

  • Identify & recommend products that meet the client's needs & the organisations lending guidelines & guide the client through the mortgage process

  • Prepare and submit mortgage loan applications & review regularly to determine if anything is outstanding & to help the process to 'offer'.

  • Inform clients about loan approval or rejection & help resolve problems with applications

  • Ensure compliance with privacy laws and confidentiality policies throughout the process

The successful applicant will possess:-

  • CEMAP qualification & have 5+ years in a financial planning role or the consumer loan industry

  • Ability to work independently & use initiative

  • Proficiency in MS Office and preferably Intelligent Office & Trigold

  • Excellent communication skills with the ability to build strong & positive long-term relationships & speak regularly with clients

My client is looking for somebody to start ASAP, so if you are interested and have the relevant experience and qualifications, please apply immediately.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Linda Harding