Mortgage Paraplanner

Swarm Recruitment Ltd; Walton-on-Thames; Hybrid; GBP 34,000 - 44,000; Full time

Benefits offered by this job

Four-day week

Flexible hours

Office-based in Hersham

Annual discretionary bonus

Company pension

Leave pro-rata 16 days + BH

Christmas closure

Job summary

Swarm Recruitment Ltd, based in Walton-on-Thames, seeks an experienced Paraplanner for a mortgage and protection practice. You will work with the Director and a senior paraplanner on mortgage and protection research, assist with client presentations and lender submissions, and support will writing and estate planning when needed.

This four-day week role offers full-time pay, flexible hours, and a predominantly office-based environment in Hersham with some remote work, plus a discretionary bonus

Qualifications

• Paraplanning experience across mortgage and protection research.
• Ability to generate solutions and support client recommendations.
• Experience assisting with will writing and estate planning where needed.

Responsibilities

• Research mortgage products and lender criteria to support advice.
• Generate and assess appropriate mortgage and protection solutions.
• Prepare client recommendations and assist with presentations.
• Submit mortgage applications and coordinate fact-find meetings.
• Log leads and support the booking of fact-find meetings.
• Provide support to will writing and estate planning when required.
• Work closely with the Director and team to maintain high-quality service.

Skills

Attention to detail

Organisation

Communication skills

Research skills

Time management

Team collaboration

Education

CeMAP qualification

Job description

Working Pattern: 4 days per week, Monday to Thursday, with full-time pay

About the Company

Established in 2013, this established mortgage and protection practice has over 60 years of combined industry experience and is committed to providing clients with a personal, professional and down-to-earth service.

Based in Walton-on-Thames, Surrey, the business supports clients across a range of mortgage needs, including first-time purchases, home moves, buy-to-let properties and remortgages. It also provides specialist protection advice, helping clients find suitable cover based on their individual circumstances.

Having recently become part of a larger financial services group, the business is continuing to grow while maintaining its established team culture and commitment to client service. The wider group is also investing in new technology and exploring AI-driven solutions, making this an exciting opportunity for someone who is open to new ideas and evolving ways of working.

About the role

Due to continued business growth and increasing demand, the business is looking to appoint an experienced Paraplanner to join its close-knit team. Working closely with the Director and existing Paraplanner, you will play a key role in supporting a busy mortgage and protection practice, with occasional involvement in the associated will writing and estate planning business. You may also provide additional support to other advisers during particularly busy periods.

Your responsibilities will cover mortgage and protection research, solution generation, assisting with client presentations and submitting applications to lenders. You will also help manage leads and coordinate fact-find meetings, contributing to an efficient and client-focused advice process.

This is a research and paraplanning-focused position rather than a sales progression role, making it ideal for someone who enjoys the technical side of financial services and takes pride in finding appropriate solutions for clients.

• A four-day working week, Monday to Thursday, on full-time pay
• Flexible working hours, with a general working day of 9:00am–5:00pm and a one-hour lunch break. The team takes a flexible approach to working hours where possible
• A predominantly office-based role in Hersham, Surrey, with flexibility to work remotely when needed
• An annual discretionary bonus linked to company turnover
• Company Pension Scheme
• 16 days’ annual leave, plus bank holidays on a pro-rata basis to reflect the four-day working week
• Christmas office closure, with the team typically finishing just before Christmas and returning in the New Year
• The opportunity to work closely with the company’s Director and an established paraplanning colleague
• Potential career progression into an advising role for someone who wishes to develop in that direction

Requirements

• Previous experience working as a Paraplanner, with relevant mortgage and protection research experience
• CeMAP qualified is desired
• Strong knowledge of mortgage products, lender criteria and the ability to identify appropriate solutions
• Experience researching protection products and supporting the development of suitable client recommendations
• The ability to work independently, organise your workload and manage competing priorities
• Excellent attention to detail and a methodical approach to research and applications
• A friendly, personable attitude and the confidence to contribute to a close-knit team

Key Responsibilities

• Research mortgage products and identify suitable solutions based on individual client circumstances
• Conduct mortgage and protection research to support the advice process
• Generate and assess appropriate solutions, helping prepare recommendations for clients
• Assist with client presentations and communicate complex financial topics in a clear, straightforward and approachable way
• Submit mortgage applications to lenders and support the application process
• Log leads accurately and help coordinate the booking of fact-find meetings
• Research suitable protection products and solutions to meet clients’ needs
• Work closely with the Director and the wider team to ensure an efficient and high-quality service
• Provide occasional support to the associated will writing and estate planning business
• Adapt to new systems, processes and technology as the wider group continues to develop

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.