Mortgage Paraplanner

About the company

Janus Financial Consultancy Ltd is an independent financial advisory firm, established in 1997. Our head office is in Pangbourne, Reading. We provide financial planning and wealth management advice to clients throughout the UK, with particular expertise in medical and other specialist professionals. We advise on pensions, investments, protection, mortgages and wider financial planning.

Your tasks

We are looking for a Mortgage Paraplanner to join our team.

Requirements

The role will include

• Providing administrative support throughout the mortgage application process, from initial submission through to completion, ensuring cases are progressed efficiently and in line with required timescales.
• Managing the adviser's diary, coordinating mortgage reviews and client meetings, keeping appointments up to date and ensuring relevant documentation is prepared in advance.
• Processing mortgage applications and preparing mortgage illustrations, application paperwork and other supporting documentation accurately.
• Liaising with lenders, solicitors, estate agents and clients to obtain updates, resolve queries, meet deadlines and progress applications.
• Monitoring case progress, managing outstanding actions and documentation, and keeping the adviser informed of progress, outstanding requirements and any issues requiring attention.
• Preparing mortgage suitability reports and ensuring client files are accurate, complete and maintained in accordance with regulatory requirements and the firm's compliance procedures.
• Maintaining accurate client records and updating internal systems, handling confidential information with professionalism and discretion.
• Supporting the smooth day-to-day running of the mortgage administration function and contributing to an organised, efficient and professional service for clients.

We are looking for someone who is organised, detail-oriented and takes pride in producing accurate, high-quality work.

The successful candidate will have

• Previous experience within the mortgage industry, with a good understanding of the mortgage application and advice process.
• Excellent organisational and time-management skills
• Strong written and verbal communication skills
• A professional and confident manner when dealing with clients
• A high level of attention to detail and accuracy
• The ability to handle confidential information appropriately
• The ability to manage and prioritise multiple tasks

What we offer

Reading, RG8 Salary of £30,000 to £35,000 per annum (dependant on experience)