Mortgage paraplanner

Mortgage Paraplanner – Elevate Your Career in a High-Growth Financial Services Firm

Ready to step into a role where your expertise truly powers business growth? If you’re a detail-driven mortgage professional who thrives on ownership, progression, and making a visible impact, this is your opportunity to take the next step.

About the Company

Our client is a fast-growing, forward-thinking financial services business with ambitious expansion plans in the mortgage sector. Led by a highly experienced and entrepreneurial director, the firm is building a reputation for delivering outstanding client outcomes while embracing modern, flexible ways of working. Currently operating remotely, the business is transitioning towards a collaborative hybrid model as it continues to scale.

About the Role

This is a pivotal hire designed to strengthen the firm’s operational capability and support its next phase of growth. As a Mortgage Paraplanner, you will take ownership of mortgage cases post-discovery, ensuring a seamless journey from research through to completion. You’ll play a key role in driving efficiency, maintaining compliance, and enhancing the client experience, all while positioning yourself for future progression into a senior or leadership capacity.

Key Responsibilities

• Manage remortgage and product transfer cases from post-discovery through to completion with accuracy and efficiency
• Conduct thorough mortgage research, sourcing the most suitable solutions for clients
• Build and maintain strong relationships with lenders to support case progression
• Ensure all cases meet regulatory and compliance requirements at every stage
• Proactively manage a pipeline of cases, delivering a high standard of client service
• Support business growth by improving processes and contributing to operational scalability
• Play a key role in freeing up senior leadership to focus on strategic growth initiatives
• Contribute to the potential development and mentoring of a future administration function

Package & Benefits

• Salary: £30,000 – £32,000
• Hybrid Flexible working
• Holidays: 22 days plus bank holidays, increasing with service
• Flexible hours available to support work-life balance

Skills & Experience

• Previous experience in mortgage paraplanning, administration, or case management
• Strong understanding of mortgage processes, compliance, and lender requirements
• Highly organised with exceptional attention to detail
• Proactive, self-motivated, and able to manage workload independently
• Confident communicator with the ability to build effective relationships

Why Apply?

You’ll join a business where your contribution genuinely matters, your ideas are valued, and your progression is actively supported.

• Accelerate your career in a business built for growth
• Gain exposure to a wide range of cases and strategic initiatives
• Enjoy flexibility without compromising on opportunity
• Work closely with an experienced leader invested in your development

If you’re ready to take ownership, grow your career, and become a key part of an ambitious and evolving business, this role offers the platform to do exactly that.