Mortgage Paraplanner

Mortgage Paraplanner - Office Manager (Independent Mortgage Brokerage)

£35,000 - £45,000 Basic Salary Plus discretionary bonuses 5‑day working week (Monday-Friday)

A high‑performing independent Mortgage Brokerage is expanding its operation and requires an experienced Mortgage Paraplanner to join their flourishing team in their new offices. This position combines paraplanning complex mortgage cases with acting as the Office Manager, ensuring the smooth running of the office, its processes, and the overall workflow of an independent mortgage advice operation. The successful applicant will support several Mortgage Brokers and play a key role in maintaining the operational excellence of the office.

Mortgage Paraplanner - Skills Required:

• Previous Mortgage Administration / Paraplanning experience is essential - minimum 2 years
• Strong proficiency in MS Office (Word, Excel, Outlook)
• Excellent organisational skills and ability to manage office operations
• High level of attention to detail
• Professional communication skills
• Reliable, proactive, and able to prioritise effectively

Mortgage Paraplanner - Duties:

• Acting as office manager to ensure smooth daily operations and efficient processes
• Building client profiles within the CRM
• Completing and submitting Decision in Principles
• Completing and submitting full mortgage applications
• Completing and submitting insurance‑related applications
• Liaising with clients to collate documents and information required for full mortgage applications
• Chasing lenders, providers, solicitors, estate agents, and other third parties to ensure swift and smooth case progression
• Ensuring broker submissions are compliant
• Experience with protection‑related tasks (medical questionnaires, GP reports, etc.) is advantageous

Why Join Us?

This is an excellent opportunity for a committed Mortgage Paraplanner who enjoys both technical case work and taking ownership of office operations. You will be joining a growing brokerage during an exciting period of expansion, with the chance to make a meaningful impact on both client service and internal processes.

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