About this role
Mortgage Paraplanner / Mortgage Administrator
High Volume / Complex Cases / Dedicated Support
Location: City of London (3 days office based)
Salary: £30-40k Basic (dependent on experience) + Excellent Bonus Potential
We have a fantastic opportunity for a proactive Mortgage Administrator to join one of the UK’s leading HNW financial services providers, covering mortgages, specialist lending, protection insurance, wealth management and general insurance.
If you're an experienced Mortgage Paraplanner or Mortgage Administrator who thrives in a fast-paced, high volume environment and enjoys handling complex mortgage cases (including overseas/expat scenarios), this could be the role you've been looking for.
Key Responsibilities
End-to-end mortgage case management from application to completionMortgage application packaging & submission to lenders/providersManaging residential, BTL, remortgage and complex casesActing as main point of contact for clients, lenders, solicitors and estate agentsProactively chasing lenders, underwriters & third partiesMaintaining accurate records on CRM systems (pipeline management)Handling compliance documentation & regulatory requirementsManaging case progression, updates, and completions
Experience Required
Highly experienced as a Mortgage Paraplanner / Mortgage AdministratorExperience working complex mortgage cases and high-volume pipelinesExposure to overseas/expat mortgages (highly desirable)CeMAP qualified (highly desired)Knowledge of FCA compliance, KYC and AML processesConfident using CRM systems, lender portals, and sourcing systemsHighly organised, with excellent attention to detailA true self-starter who can manage workload independently
Please reach out for a confidential conversation about the opportunity.