Mortgage Paraplanner

Job Description

Mortgage Paraplanner – Unlock Your Potential with Us!

Are you a meticulous mortgage professional ready to elevate your career? If you're seeking a role that offers career growth, flexibility, and the chance to make a real impact, this opportunity is for you!

About the Company

Join a dynamic and ambitious financial services firm making significant strides in the mortgage industry. Led by an experienced director, our company is focused on expanding operations, forging key partnerships, and driving innovative strategies. We are currently operating remotely but plan to transition to a hybrid model with regular in-person meetings.

About the Role

As a Mortgage Paraplanner, you will be integral to the companies growth and success, taking charge of Mortgage cases after the discovery call, completing research, contacting lenders, alongside managing remortgages and product transfers for clients.

You'll also have the opportunity to sell Protection Products if desired.

Key Responsibilities

• Handle remortgage and product transfer cases from discovery to completion.
• Conduct in-depth mortgage research and maintain lender relationships.
• Ensure full compliance and accuracy on all cases.

Proactively manage the client pipeline and deliver excellent ...