Paraplanner | WFH | Dayshift
7 hours ago
Step into a role where your expertise truly makes an impact. We're looking for a skilled
Paraplanner
who can partner closely with our brokers to deliver smart, compliant, and personalized mortgage solutions. If you enjoy diving into financial data, crafting accurate loan recommendations, and staying ahead of industry trends, you'll thrive in an environment built on trust, teamwork, and growth.
About the Role
In this Paraplanner position, you'll be the strategic partner behind our brokers—combining your analytical skills and mortgage knowledge to create tailored, compliant, and client-centered loan recommendations. You'll collaborate closely with brokers and support staff, help streamline the loan process, and make sure each client receives timely, accurate, and personalized financial advice. If you love bringing clarity, structure, and confidence to clients' financial decisions, this is the role for you.
Who We Are
At GBSS, we're not your average BPO—we believe work should be fulfilling, not draining. We're all about empowering you to grow, learn, and thrive in a culture that's supportive, chill, and driven by real collaboration. Ready to be part of a team that values your voice and your hustle? Come join us, and let's make things happen
Grow with GBSS
, where your potential meets opportunity.
What You'll Be Doing
- Research mortgage products, rates, and lender policies to prepare tailored loan recommendations.
- Review and prepare loan submission packages, ensuring accuracy and full compliance with lender and regulatory standards.
- Analyze clients' financial data to support effective loan structuring and decision-making.
- Stay updated on Australian mortgage regulations, lending products, and industry trends.
- Collaborate closely with brokers and support teams to streamline processes and enhance the client experience.
- Assist with follow-ups and provide clear explanations of recommendations to help clients make informed decisions.
About You
- Minimum of 3 years' experience as a Paraplanner or in a similar mortgage support role.
- Strong knowledge of Australian mortgage and loan products.
- Excellent analytical, research, and problem-solving skills.
- High attention to detail and strong organizational abilities.
- Proficient with financial tools and software; CRM experience is a plus.
- Strong written and verbal communication skills.
Why Join Us?
- Full WFH set-up
- HMO Benefit + free dependent
- Leave accrual upon hiring
- Specific client-initiated benefits
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