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.