Paraplanner/Case Manager

Talent Shore Ltd.; Johannesburg; On-site; ZAR 223,000 - 279,000; Full time

Job summary

Talent Shore Ltd. is hiring a reliable, detail-oriented para planner to support senior brokers in day-to-day administration of live cases.

This fully remote role focuses on keeping deals moving, maintaining high standards of organisation, and timely follow-up, with exposure to UK mortgage market processes. Ideal candidates will have 1+ years of experience sourcing and managing UK mortgage cases, strong written and spoken English, and proficient use of Outlook, Excel, Word, and Google

Qualifications

• Fluent written and spoken English,
• Extremely organised with excellent attention to detail,
• Able to follow instructions accurately and consistently
• ,

Responsibilities

• Manage cases from application through to completion.
• Transfer and maintain data across emails, CRM systems, Excel/Google Sheets, and lender portals.
• Prepare, update, and maintain accurate case notes, timelines, and deal trackers.
• Ensure all documents are correctly named, saved, filed, and version-controlled.
• Request and chase outstanding client documents and follow up with lenders and brokers.
• Draft clear, professional follow-up emails and keep clients informed of progress.
• Assist with preparing lender application packs and manage submissions.
• Monitor progress, flag delays or risks, and log milestones like valuations and offers.
• Maintain well-organised client files and support compliance checks.
• Provide general administrative support to brokers and management.

Skills

Fluent English

Highly organised

Follow instructions

Case management

Client chasing politely

Tools

Outlook

Excel

Word

Google Sheets

PDF management

Job description

Johannesburg, South Africa | Posted on 15/10/2026

We are a specialist property finance and mortgage brokerage looking to hire a reliable, detail-oriented Full Time Para planner to support senior brokers with the day-to-day administration of live cases.

This is a non-sales, non-advisory role. Your job is to keep deals moving, ensure nothing is missed, and maintain high standards of organisation, communication, and follow-up.

Key Responsibilities

Case & Deal Administration

• Manage cases from application through to completion
• Transfer and maintain data across emails, CRM systems, Excel/Google Sheets, and lender portals
• Prepare, update, and maintain accurate case notes, timelines, and deal trackers
• Ensure all documents are correctly named, saved, filed, and version-controlled

Client & Third-Party Follow-Ups

• Request and chase outstanding client documents (ID, bank statements, income proof, forms, etc.)
• Follow up with lenders, underwriters, valuers, solicitors, estate agents, and brokers
• Draft clear, professional follow-up emails based on broker instructions
• Keep clients informed of progress and next steps (where instructed)

Application & Packaging Support

• Assist with preparing lender application packs
• Upload and manage documents on lender portals and internal systems
• Check submissions for accuracy, completeness, and readiness before submission
• Log key milestones including valuation dates, offers, conditions, expiry dates, and completion targets
• Maintain a live pipeline of all cases
• Monitor progress and flag delays, missing items, or risks early
• Track service levels and chase overdue actions
• Ensure nothing falls through the cracks

Compliance & File Management

• Maintain accurate, well-organised client files
• Follow firm policies, procedures, and data protection (GDPR) requirements
• Support brokers with compliance checks and audit-ready files
• Ensure records are complete, clear, and up to date

General Broker Support

• Inbox and email organisation (as required)
• Diary support and task prioritisation
• Basic deal research and information gathering
• General administrative support to brokers and management

Requirements

Ideal Candidate

• Strong/Fluent written and spoken English
• Extremely organised with excellent attention to detail
• Comfortable chasing people politely but persistently
• Able to follow instructions accurately and consistently
• Email (Outlook)
• Excel, Word, and Google Equivalents
• PDFs and document management tools
• Able to manage multiple cases at the same time
• 1+ years experience sourcing and managing cases in the UK mortgage market

Nice to Have (Not Essential)

• Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS

Working Style

• Fully remote
• Office hours are 9am to 6pm UK Time, Monday to Friday
• Task-based work with clear instructions and systems
• Direct daily communication with brokers

Salary range: R20 000 - R25 000 (Depending on experience)

Case Deals over 10k GBP = 80 GBP Comms

Must have worked in the UK Mortgage market for at least one year

Why This Role

• Long-term opportunity with a growing UK brokerage
• Clear systems, processes, and expectations
• Opportunity to grow responsibility over time