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About the Role
Knight Frank Finance is seeking an organized and proactive Paraplanner to support our team of Certified Mortgage Advisers. This role is essential in ensuring a seamless client journey from initial enquiry to completion, allowing advisers to focus on client relationships and business development while maintaining high standards of service and regulatory compliance.
Responsibilities
- Support advisers with client meeting preparation, illustrations, and documentation
- Complete fact finds and prepare suitability letters
- Submit mortgage applications and manage lender communications
- Collect and review client documentation
- Maintain accurate client records and case information on the CRM system
- Ensure all cases meet compliance and AML requirements
- Monitor application progress and provide updates to advisers and clients
- Act as a primary point of contact for clients throughout the mortgage process
- Collaborate with administration and compliance teams to ensure timely case completion
- Identify opportunities to refer clients for insurance, protection, and foreign exchange services
Requirements
- Previous experience in mortgage and/or protection administration
- Strong organizational skills with the ability to manage multiple priorities
- Excellent attention to detail
- Ability to work effectively under pressure and meet deadlines
- Strong communication and client service skills
- Experience using CRM systems and Microsoft Office applications
- Collaborative and team-focused approach
Skills
- Mortgage administration
- Protection administration
- CRM systems
- Microsoft Office
- Compliance and AML processes
- Client relationship management
Location
- London, UK
Work Type
- Full-time
Salary/Compensations
- Competitive Salary
Benefits
- Exposure to high-value and international client transactions
- Collaborative and supportive team environment
- Opportunities for professional development and career progression
About the Company
- Knight Frank Finance is the independent mortgage and protection advisory arm of Knight Frank, the world's largest privately owned global real estate consultancy.
- Founded in 1896 and headquartered in London, UK.
- Specializes in bespoke property finance solutions for high-net-worth and ultra-high-net-worth individuals.