Paraplanner

Mortgage Paraplanner – BTL Mortgages, Bridging Finance, Commercial Mortgages

Up to £45,000 | Hybrid | Fleet, Hampshire

4 days office, 1 day WFH

The Opportunity:

We are working with a specialist UK property finance and mortgage brokerage seeking a reliable, detail-oriented Paraplanner to support its senior brokers with the day-to-day administration and progression of live cases. This is a non-sales, non-advisory role, focused on keeping transactions moving, maintaining accurate records and ensuring deadlines are met. The successful candidate will play an important role in supporting brokers and delivering a smooth, efficient service to clients and third parties.

Key Responsibilities:

Case & Deal Administration

• Manage cases from initial application through to completion.
• Maintain and update case information across emails, CRM systems, Excel/Google Sheets and lender portals.
• Prepare and maintain accurate case notes, timelines and deal trackers.
• Ensure all documentation is correctly named, saved, filed and version-controlled.

Client & Third-Party Communication

• Request and chase outstanding client documentation, including identification, bank statements, proof of income and application forms.
• Liaise with lenders, underwriters, valuers, solicitors, estate agents and brokers to obtain updates and progress cases.
• Draft clear, professional follow-up emails in line with broker instructions.
• Keep clients informed of progress and next steps where instructed.

Application & Packaging Support

• Assist with preparing lender application packs.
• Upload and manage documentation across lender portals and internal systems.
• Check applications for accuracy, completeness and readiness prior to submission.
• Track key milestones, including valuation dates, offers, outstanding conditions, expiry dates and completion targets.

Pipeline, Task & Deadline Management

• Maintain an accurate, up-to-date pipeline of live cases.
• Monitor case progress and proactively flag delays, missing information and potential risks.
• Track service levels and follow up on overdue actions.
• Ensure all cases progress efficiently and that no tasks or deadlines are overlooked. Compliance & File Management
• Maintain accurate, well-organised client files in line with company policies and procedures.
• Follow GDPR and data protection requirements.
• Support brokers with compliance checks and the preparation of audit-ready files.
• Ensure all records are complete, clear and up to date.

General Broker Support

• Assist with inbox and email organisation where required.
• Provide diary support and help prioritise tasks.
• Carry out basic deal research and information gathering.
• Provide general administrative support to brokers and management.

About You Essential:

• At least 3 years’ experience sourcing and managing cases within the UK mortgage market.
• Strong written and spoken English.
• Exceptional organisational skills and attention to detail.
• Confident and professional when following up with clients and third parties, able to be polite but persistent.
• Able to follow instructions accurately and consistently.
• Comfortable managing multiple live cases and competing deadlines.
• Confident using Outlook, Excel, Word, Google Workspace, PDFs and document management tools.

Desirable:

• Experience using CRM systems, deal pipelines and lender portals.
• Familiarity with OMS would be advantageous.
• Previous experience supporting brokers within a specialist property finance or mortgage brokerage.

If you are interested, please apply. All applications & further discussions remain confidential .