Mortgage Paraplanner

First Time Finance; United Kingdom; Remote; GBP 33,000 - 35,000; Full time

Benefits offered by this job

Remote working with quarterly London team events

Competitive salary + performance bonus

Fast-tracked progression

Job summary

A leading finance company in the UK is seeking a detail-driven Mortgage Paraplanner to support advisers and help clients in their journey to home ownership. You'll review client documents, manage affordability checks, and ensure a smooth process. Ideal candidates have at least 1 year in mortgage admin or paraplanning and excellent communication skills. This role offers a competitive salary between £33k–£35k plus bonuses and the possibility of remote work with team events.

Qualifications

• At least 1 year of experience in mortgage admin or paraplanning.
• Strong understanding of mortgage process, lender documentation, and affordability assessments.
• Confident using lender portals and online systems.

Responsibilities

• Review client documents for accuracy and lender criteria fit.
• Complete lender affordability checks and run product sourcing.
• Manage the AIP Process.

Skills

Mortgage administration

Attention to detail

Problem-solving

Client communication

Organisation

Job description

First Time Finance is expanding and we’re looking for a highly organised, detail‑driven Mortgage Paraplanner to support our advisers and help clients move closer to owning their first home in the UK.

If you’ve got at least 1 year of experience in mortgage admin or paraplanning, a keen eye for detail, perseverance when success looks unlikely, and a passion for solving problems for clients, we’d love to hear from you.

What You'll Be Doing

• Review client documents (ID, payslips, bank statements, visas) for accuracy and lender criteria fit
• Complete lender affordability checks and run product sourcing
• Manage our AIP Process
• Keep clients updated to ensure a smooth and stress‑free journey
• Work directly with one adviser

What We’re Looking For

• 1+ year experience in a mortgage admin, case manager, or paraplanning role
• Strong understanding of the mortgage process, lender documentation, and affordability assessments
• Confident using lender portals and online systems
• Highly organised, calm under pressure, and able to manage a busy pipeline
• Excellent communicator with a client‑first attitude
• Proactive, detail‑focused, and eager to solve problems!

Why Join First Time Finance?

• Remote working with quarterly London team events – all expenses paid
• Competitive salary + performance bonus – salary range £33k‑£35k DOE (+ bonus)
• Fast‑tracked progression as the company grows
• A supportive, values‑led team that cares about clients
• Modern, tech‑driven systems and processes
• Chance to build a career in one of the UK’s most exciting specialist brokerages

Ready to apply? Click Apply Now, or feel free to message us directly if you have any questions.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Finance and Sales