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.

Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector.

We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s.

Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies.

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