Mortgage Administrator / Paraplanner

LSL Property Services plc; Greater London; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

PRIMIS Mortgage Network is seeking a full-time Senior Mortgage Administrator / Paraplanner to join a busy AR partner firm in Islington. The role combines administration with paraplanning and processing of transfers and remortgages, with hybrid working (2 days in-office).

They require a minimum of 5 years' experience; base salary £30,000–£35,000 with commission £5,000–£7,000, and OTE up to £42,000. Ideal candidates may have advisory background but want an admin-focused position.

Qualifications

• Ideally hold the relevant mortgage and protection qualifications.
• Have experience within a mortgage and protection environment.
• Be confident researching mortgage and protection solutions independently.
• Have experience submitting and managing cases with lenders and providers.
• Be highly organised and able to manage multiple cases simultaneously.
• Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.
• Have exceptional written communication skills with strong attention to detail.
• Take ownership of their work and demonstrate strong problem-solving skills.

Responsibilities

• Researching mortgage and protection solutions using industry sourcing systems.
• Preparing research and recommendations to support client advice.
• Submitting mortgage and protection applications to lenders and insurers.
• Helping our Sales Progression team move cases from application through to completion.
• Liaising with clients, lenders, insurers, solicitors and third parties.
• Chasing outstanding information and proactively moving cases forward.
• Drafting client correspondence, summaries and supporting documentation.
• Maintaining accurate records and ensuring compliance requirements are met.

Skills

Mortgage admin

Paraplanning

Liaison with lenders

Organised

Communication

Job description

Senior Mortgage Administrator / Paraplanner / Broker - Islington - OTE to £42,000

PRIMIS Mortgage Network are seeking a Full Time highly experienced Senior Mortgage Administrator / Paraplanner to join a super busy Appointed Representative partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation.

Our highly valued AR partner is a high quality, super busy and successful Mortgage & Protection advisory business based in Islington.

The firm have a team of 17 Advisors and an Administration team.

They are now keen to expand their team with a Paraplanner supporting the directors alongside the processing of Product Transfers and Remortgage Business.

We are specifically looking for a minimum of 5 years’ experience of Mortgage Administration or Advisory within a Mortgage Brokerage.

Ideally the paraplanner will have previous or current Advisory experience and is now looking for a more administrative role without the requirements to source their own new business or have the pressure of selling to new customers.

Base Monies are DOE and negotiable of circa £30,000 - £35,000 alongside an expected commission element of a further £5,000 - £7,000 per annum.

The role is hybrid working with a minimum of 2 days per week required in the office.

Working directly alongside the Directors, your responsibilities will include

• Researching mortgage and protection solutions using industry sourcing systems.


• Preparing research and recommendations to support client advice.


• Submitting mortgage and protection applications to lenders and insurers.


• Helping our Sales Progression team move cases from application through to completion.


• Liaising with clients, lenders, insurers, solicitors and third parties.


• Chasing outstanding information and proactively moving cases forward.


• Drafting client correspondence, summaries and supporting documentation.


• Maintaining accurate records and ensuring compliance requirements are met.

Skills & Experience Required

• Ideally hold the relevant mortgage and protection qualifications.


• Have experience within a mortgage and protection environment.


• Be confident researching mortgage and protection solutions independently.


• Have experience submitting and managing cases with lenders and providers.


• Be highly organised and able to manage multiple cases simultaneously.


• Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.


• Have exceptional written communication skills with strong attention to detail.


• Take ownership of their work and demonstrate strong problem-solving skills.

PRIMIS Mortgage Network - a wholly owned subsidiary of the highly respected parent business - LSL Property Services plc, is the largest Mortgage and Protection Network in the UK with some 3000 advisers across some 1000 partner mortgage advisory firms.

The PRIMIS network of ARs offer Mortgage and Protection advisory services through numerous avenues to include Specialist Mortgage Advisory businesses, Accountancy practices, Mortgage Shops, businesses supporting High Street Estate Agency, on-line Brokers, New Build specialist organisations with affinities with major housing developers, on-line Estate Agency - the list goes on..

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