Mortgage Administrator​/Paraplanner

Senior Mortgage Administrator / Para planner

PRIMIS Mortgage Network are seeking a Full Time highly experienced Senior
Mortgage Administrator / Para planner
to join a super busy Appointed Representative partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation.

Our highly valued AR partner is a small but super busy and successful Mortgage & Protection advisory business based in Walton on Thames.

The firm have 2 high volume Mortgage Advisors and 3 administrators currently and are now keen to expand their team with the addition of a Para planner.

We are specifically looking for a minimum of 5 years’ experience of Mortgage Administration or Advisor within a Mortgage Brokerage. Ideally the Para planner will have previous or current Advisory experience and is now looking for a more administrative role.

Monies are DOE and negotiable £28,000 - £35,000 DOE

The firm do not work on a Friday. You will be paid the full salary advertised for 4 days Monday - Thursday.

The role is primarily office based in Walton, but there may be some flex for hybrid working - a fully remote option is not available.

Working directly alongside the lead adviser, your responsibilities will include:

• Researching mortgage and protection solutions using industry sourcing systems.
• Preparing research and recommendations to support client advice.
• Submitting mortgage and protection applications to lenders and insurers.
• Helping our Sales Progression team move cases from application through to completion.
• Liaising with clients, lenders, insurers, solicitors and third parties.
• Chasing outstanding information and proactively moving cases forward.
• Drafting client correspondence, summaries and supporting documentation.
• Maintaining accurate records and ensuring compliance requirements are met.
• Supporting the ongoing development of business processes and client experience.
• Identifying opportunities to improve efficiency through technology and automation.

Skills & Experience Required:

• Hold relevant mortgage and protection qualifications.
• Have experience within a mortgage and protection environment.
• Be confident researching mortgage and protection solutions independently.
• Have experience submitting and managing cases with lenders and providers.
• Be highly organised and able to manage multiple cases simultaneously.
• Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.
• Have exceptional written communication skills with strong attention to detail.
• Be naturally curious, proactive and eager to learn.
• Be comfortable using technology and excited by the opportunities created by AI and automation.
• Take ownership of their work and demonstrate strong problem-solving skills.
• Have a genuine desire to develop their knowledge and potentially progress into an advisory role over time.

PRIMIS Mortgage Network - a wholly owned subsidiary of the highly respected parent business
- LSL Property Services plc, is the largest Mortgage and Protection Network in the UK with some 3000 advisers across some 1000 partner mortgage advisory firms.

The PRIMIS network of ARs offer Mortgage and Protection advisory services through numerous avenues to include Specialist Mortgage Advisory businesses, Accountancy practices, Mortgage Shops, businesses supporting High Street Estate Agency, on-line Brokers, New Build specialist organisations with affinities with major housing developers, on-line Estate Agency - the list goes on..

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