Assistant Mortgage Paraplanner
Support mortgage advisers behind the scenes by turning complex financial details into smooth, accurate, and compliant mortgage solutions.
Overview
Join our team as an Assistant Mortgage Paraplanner, supporting advisers with accurate research, documentation, and compliance to deliver smooth mortgage solutions. You’ll help gather client information, prepare reports, manage applications, and assist cases from start to finish with strong attention to detail and financial awareness.
Location:
Ahmedabad, India
Key Responsibilities:
- Gather client financial information and mortgage needs as assisted.
- Help prepare supervised mortgage reports and related documentation.
- Research suitable mortgage products and lending options.
- Maintain and organise client files accurately.
- Assist advisors and senior paraplanners with routine duties.
- Stay updated on basic lending criteria and mortgage rules.
Required Skills:
- 0–2 years’ experience in mortgage or financial services support.
- Basic knowledge of mortgage products and financial planning.
- Strong communication, organisation, and attention to detail.
- Ability to work under guidance and willingness to learn.
- Familiarity with Excel, Word, and mortgage calculators preferred.
Preferred qualifications:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Candidates with relevant certifications (e.g. Diploma in Mortgage Advice, or equivalent) are preferred.
- Freshers with Strong analytical skills and attention to detail are welcome.