LSL Property Services plc

Mortgage Paraplanner/Administrator

Location : City Bellshill
Category
Administration, Finance, Property Management
Advertised Salary
£25,000 -£27,000
Position Type
Permanent Full-Time

Job Profile

About Us

The Home Hub Mortgage Centre is a new brokerage specialising in mortgage and insurance services. We pride ourselves on delivering expert advice with integrity and professionalism with a personal flare.

As an ambitious company, our mission is to provide world class service to each client, forming lasting relationships and we are looking for like-minded individuals to join us on the journey.

Having secured newly refurbished offices, we provide a fantastic workspace wherein our teams are encouraged to flourish.

 

Role Overview

A full-time role for a Mortgage Paraplanner working with a team of Mortgage Advisers, you will be responsible for supporting the operation to deliver a seamless service for our clients.

You will work closely with our team to effectively manage several client cases through each step of their mortgage journey. As a key touchpoint for our clients, an understanding of the mortgage process and exceptional communication skills is required.

 

Key Responsibilities

  • Make initial contact with potential clients using our lead generated data
  • Successfully converting initial client touchpoints to appointments for our Mortgage Advisers
  • Manage multiple client cases at any one time – liaising with Mortgage Advisers, lenders and clients
  • Seamlessly guide clients through the end-to-end mortgage process
  • Comply with FCA regulations and company standards to satisfy the networks audit requirements
  • Assist with managing paperwork and following up with clients through various contact methods (telephony/email/letter)
  • Work closely with Mortgage Advisers to ensure efficient case progressing whilst providing exceptional client service
  • Self-develop and stay up to date with industry related topics
  • Build and nurture strong client relationships to encourage a returning client base and referrals

 

Key Requirements

  • Proven track record in Mortgage paraplanning/administration or case management
  • Strong knowledge of mortgage and protection processes, compliance and lender research
  • Ability to multitask and efficiently handle and switch between various responsibilities
  • Dedicated to maintaining compliance standards and treating customers fairly
  • Excellent written and verbal communication skills
  • Team orientated and willing to support and collaborate with the team

 

Our Offering

  • Salary of £25,000-£27,000 DOE
  • Quarterly bonus scheme
  • 30 days annual leave allowance
  • Plus, one additional day on your Birthday
  • On site parking
  • Company pension
  • Access to a wide panel of lenders and protection providers
  • On site working with operational support

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