Mortgage Paraplanner

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

Job summary

Kings Permanent Recruitment Ltd is recruiting a Mortgage Paraplanner who will also act as Office Manager for an independent mortgage brokerage. The role combines paraplanning complex mortgage cases with running day-to-day office operations to support several Mortgage Brokers in a growing team.

You will manage client profiles in the CRM, submit Decisions in Principle and full mortgage applications, and coordinate insurance-related submissions.

Qualifications

• Minimum 2 years mortgage administration/paraplanning experience.
• Proficient 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.

Responsibilities

• 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 for full mortgage applications.
• Chasing lenders, providers, solicitors, estate agents, and other third parties to ensure swift case progression.
• Ensuring broker submissions are compliant.
• Experience with protection-related tasks (medical questionnaires, GP reports, etc.) is advantageous.

Skills

Office management

Organisational skills

Attention to detail

Communication skills

Reliability

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.