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For Companies At a Glance
- Tasks: Support clients through the mortgage journey, ensuring smooth communication and documentation.
- Company: Join a top property finance brokerage known for its exceptional service and complex solutions.
- Benefits: Enjoy a £37,500 salary, 25 days leave, and a supportive team environment.
- Why this job: Make a real impact without sales pressure in a respected, growing firm.
- Qualifications: Experience in mortgage paraplanning or administration with strong attention to detail required.
- Other info: This is a full-time, office-based role in Chester, focusing on client relationships.
The predicted salary is between 30000 - 52500 £ per year.
Looking for a client-facing, detail-driven role in property finance – without sales targets? This is the perfect fit. Join a well-established, high-performing property finance brokerage with a reputation for delivering complex mortgage solutions with speed, service, and precision. Based in Chester, this firm supports a loyal client base of landlords, property investors, and high-net-worth individuals across the UK. As they continue to grow, they’re looking for an experienced Mortgage Paraplanner to support complex Buy-to-Let and specialist mortgage cases, ensuring clients receive a first-class experience from application through to completion.
About the Mortgage Paraplanner Role
This is a non-sale, relationship-led position – ideal for a former Mortgage Advisor looking to move away from targets, or a senior Mortgage Administrator seeking progression into a more involved, client-focused role. You’ll act as the bridge between clients, lenders, and internal teams – gathering documentation, progressing cases, and ensuring every client interaction reflects the firm’s commitment to excellence. With a strong focus on portfolio Buy-to-Let and complex mortgage structures, attention to detail and industry knowledge are essential.
Mortgage Paraplanner Key Responsibilities
- Act as the key point of contact for clients throughout the mortgage journey
- Liaise with lenders, solicitors, valuers, and internal teams to keep deals progressing smoothly
- Deliver a proactive, white-glove service – ensuring clients feel informed, supported, and valued
- Support Brokers with case packaging, submission, and problem-solving
- Anticipate and overcome issues before they arise to maintain momentum
- Ensure all documentation is accurate, complete, and compliant
What’s on Offer
- £37,500 base salary – reflective of experience and mortgage knowledge
- No sales targets – focus purely on relationship management and client service
- Full-time, office-based role in Chester
- 25 days annual leave + bank holidays
- Friendly, supportive team with deep industry expertise
- Exposure to a wide range of mortgage products including bridging, BTL, development, and HNW
Skills & Experience Required
- Experience in mortgage paraplanning, mortgage administration, or advisory within a bank, brokerage, or lender
- Strong understanding of Buy-to-Let mortgage processes
- Highly organised, proactive, and calm under pressure
- Confident communicator who can build rapport and manage expectations
- Exceptional attention to detail with a passion for getting things right first time
- A team player with a genuine commitment to delivering the best customer outcome
Why Apply?
- Step into a high-value support role without the pressure of sales
- Make a real impact in a well-respected, growing brokerage
- Work on challenging and interesting cases that keep your skills sharp
- Join a business that truly values knowledge, service, and professionalism
- Enjoy a stable, long-term role where you’re trusted, respected, and supported
If you’ve got the mortgage knowledge, relationship skills, and eye for detail to thrive in a fast-paced, client-focused role – we’d love to hear from you. Apply now for a confidential conversation.
Mortgage Paraplanner employer: NRG-Resourcing
Contact Detail:
NRG-Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the mortgage industry, especially around Buy-to-Let products. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during any discussions.
✨Tip Number 2
Network with professionals in the property finance sector, particularly those who have experience as Mortgage Paraplanners. Engaging in conversations can provide you with insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to showcase your organisational skills by discussing specific examples of how you've managed complex cases in the past. Highlighting your ability to keep everything on track will resonate well with the expectations of this role.
✨Tip Number 4
Demonstrate your client-facing skills by preparing to discuss how you've built rapport and maintained relationships in previous roles. This is crucial for a position that focuses on delivering exceptional service without sales pressure.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage paraplanning or administration. Emphasise your understanding of Buy-to-Let processes and any client-facing roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for property finance and your commitment to delivering exceptional client service. Mention specific examples of how you've successfully managed client relationships in the past.
Highlight Attention to Detail: In your application, provide examples that demonstrate your attention to detail. This could include instances where you ensured documentation was accurate or where you proactively solved problems for clients.
Showcase Communication Skills: Since this role requires strong communication skills, include examples of how you've effectively communicated with clients, lenders, and internal teams. Highlight your ability to build rapport and manage expectations.
How to prepare for a job interview at NRG-Resourcing
✨Showcase Your Industry Knowledge
Make sure to brush up on the latest trends and regulations in the mortgage industry, especially regarding Buy-to-Let processes. Demonstrating your understanding of complex mortgage structures will impress the interviewers and show that you're well-prepared for the role.
✨Emphasise Relationship Management Skills
Since this role is client-facing and relationship-led, be ready to discuss your experience in managing client relationships. Share specific examples of how you've built rapport and maintained communication with clients, lenders, and internal teams in previous roles.
✨Demonstrate Attention to Detail
Prepare to highlight instances where your attention to detail has made a significant difference in your work. Whether it’s ensuring documentation accuracy or anticipating potential issues, showcasing your meticulous nature will align perfectly with the firm's commitment to excellence.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Think of scenarios where you successfully navigated challenges in mortgage processing or client interactions, and be ready to explain your thought process and outcomes.
