Paraplanner

Overview

Support mortgage and protection advisers with admin, compliance, and client service.

Key Responsibilities

• crm management
• file review
• compliance monitoring
• mortgage submission
• product tracking
• adviser liaison

Tasks

This is a key support role, assisting Mortgage and Protection Advisers with the efficient processing of client applications — ensuring accuracy, compliance, and exceptional client service at every stage. If you’re detail-driven, organised, and passionate about helping clients secure the best financial outcomes, this could be the ideal next step in your career. -Uphold professional standards in communication, appearance, and compliance at all times. -Provide expert administrative and paraplanning support to Mortgage and Protection Advisers. -Pursue ongoing professional development to enhance product and compliance knowledge. -Maintain and update CRM systems with client information, documentation, and product details. -Liaise professionally with advisers, clients, product providers, and internal teams. -Conduct detailed file reviews and support compliance monitoring processes. -Track product submissions, maintain progress notes, and manage worklists efficiently. -Accurately submit mortgage applications and ensure all initial lender requirements are met. -Review customer files to ensure all documentation meets internal and regulatory standards.

Requirements

• crm
• microsoft office
• cemap
• cerer
• paraplanning
• communication

What You Bring

🎓 CeMAP (full qualification) – essential 🎓 CeRER – desirable but not essential If you’re a motivated and experienced paraplanning professional looking to take the next step in your mortgage career, we’d love to hear from you. An exciting opportunity has arisen for an experienced Senior Mortgage and Protection Paraplanner to join a highly regarded mortgage team in Essex. -Excellent communication skills — both written and verbal. -Strong attention to detail and exceptional organisational ability. -Confident using CRM systems and Microsoft Office applications. -Ability to multitask effectively and work under pressure. -Proactive, dependable, and solutions-focused mindset. -Proven experience in mortgage administration or paraplanning.

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Benefits

✨ Competitive salary of £28,000 – £32,000 (DOE) 💰 Salary: £28,000 – £32,000 (depending on experience) + bonuses ✨ Performance-related bonuses ✨ Professional, supportive working environment ✨ Opportunities for personal growth and skill development Mortgage and Protection Paraplanner

About Lca Jobs

-Historically focused on technical and engineering roles, they’ve placed candidates on major infrastructure and built‑environment projects. -They navigate complex recruitment landscapes, connecting clients to talent in commercial, residential and industrial markets. -Financially sustainable through consistent placement fees and retainer agreements. -Typical assignments include civils engineers on transport schemes, technical recruiters for utilities, and managers in construction.

Sector Specialisms