Mortgage Paraplanner

Kings Permanent Recruitment Ltd; Greater London; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Discretionary bonuses

Job summary

Kings Permanent Recruitment Ltd is recruiting a Mortgage Paraplanner and Office Manager for an independent mortgage brokerage in London. You will handle paraplanning tasks for complex mortgage cases and oversee daily office operations.

This role combines technical mortgage casework with office administration, supporting several Mortgage Brokers, building client profiles, submitting applications, and liaising with lenders and solicitors to progress cases.

Qualifications

• Minimum 2 years in Mortgage Administration or paraplanning.
• Strong MS Office skills (Word, Excel, Outlook).
• Excellent organisational abilities and office operations experience.
• High attention to detail and professional communication.
• Reliable, proactive, and able to prioritise workloads.

Responsibilities

• Act as office manager to ensure smooth daily operations and efficient processes.
• Build client profiles within the CRM.
• Complete and submit Decision in Principles and full mortgage applications.
• Process insurance-related applications as required.
• Collect documents from clients and coordinate with lenders and solicitors.
• Chase third parties to ensure swift case progression.
• Ensure broker submissions are compliant.
• Assist with protection-related tasks (medical questionnaires, GP reports).

Skills

Paraplanning exp

MS Office

Office organization

Attention to detail

Communication skills

Prioritisation

Tools

MS Office

Job description

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.