Mortgage Paraplanner & Office Operations Leader

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

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.