Mortgage Administrator/Paraplanner

Who are we?

Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Position: Mortgage Administration Paraplanner

About Us:

Join our growing team at SPF part of Howden, where our commitment to excellent customer service is at the forefront of everything we do. We are dedicated to providing tailored mortgage solutions and support to our clients, and we are looking for an experienced Mortgage Administrator/Paraplanner to help us achieve our goals.

Role Overview:

As a Mortgage Administrator/Paraplanner, you will provide crucial administrative support to our sales team, managing mortgage files with precision and ensuring timely progression of cases. Your focus on delivering outstanding customer service and your attention to detail will be key in helping clients navigate the mortgage process smoothly.

Key Responsibilities:

Administration Duties:

• Submit mortgage applications and manage the case progression with lenders until completion.
• Upload and organize lender documents, maintaining updated client records in our Pivotal CRM System.
• Provide updates to clients and liaise effectively with solicitors and lenders throughout the process.
• Conduct client invoicing and ensure all fees are properly accounted for, including completion and integrity checks.
• Regularly review the pipeline with advisors to ensure swift case progression.

Paraplanner Duties:

• Send out Terms of Business and Fee Agreements to clients.
• Conduct Smart Search and AML checks as needed.
• Complete Client Mortgage Applications Questionnaires (MAQ) and perform income calculations, interpreting payslips and accounts (both UK and overseas).
• Utilise Mortgage Brain and other tools for lender research and illustration production.
• Generate suitability letters, file notes, and maintain compliance through document management.

Qualifications and Skills:

• Proven experience in administration, preferably within the mortgage industry or a related field.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong organisational skills with the ability to prioritise workload effectively.
• Excellent telephone communication skills and interpersonal abilities.
• Ability to work independently and collaboratively in a team environment.
• High level of attention to detail and ability to manage multiple tasks simultaneously.
• Fluent in Cantonese/Mandarin to assist our diverse clientele.

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

• Our successes have all come from someone brave enough to try something new

• We support each other in the small everyday moments and the bigger challenges

• We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs.  Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent