Mortgage Paraplanner - Southwark, United Kingdom - PB Recruitment Consultants Ltd

Tom O´Connor

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Tom O´Connor

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Description
We are working on behalf of a mortgage brokerage in the city (London). They specialise in HNW customers with a well-established private client proposition. Due to the company's growth plans they are now in need of a Mortgage Paraplanner.

Duties would include (but not limited to):

  • Speaking to lenders
  • Broker a case
  • Speaking to a clients
  • Writing up credit proposals to lenders
  • Handling some compliance
  • Being able to use a CRM
  • Being able to use a mortgage sourcing system.
  • Having the ability to adapt to working with private clients.
  • Diary Management

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