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- Tasks: Support advisers and help clients achieve their dream of home ownership.
- Company: First Time Finance, a values-led team focused on client success.
- Benefits: Remote work, competitive salary, performance bonuses, and career progression.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: 1+ year experience in mortgage admin or paraplanning, strong communication skills.
- Other info: Enjoy quarterly team events and modern tech-driven processes.
The predicted salary is between 33000 - 35000 £ per year.
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.
Mortgage Paraplanner employer: First Time Finance
Contact Detail:
First Time Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and mortgage industry. Attend local meetups or online webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by practising common questions related to mortgage paraplanning. We suggest role-playing with a friend or using online resources to refine your answers. The more confident you are, the better your chances of landing that job!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience in mortgage admin or paraplanning. Include examples of how you've solved problems for clients or improved processes. This will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, if you have any questions, feel free to message us directly. We’re here to help you on your journey to becoming a Mortgage Paraplanner!
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Paraplanner role. Highlight your experience in mortgage admin or paraplanning, and don’t forget to showcase your attention to detail and problem-solving skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients own their first home and how your experience aligns with what we’re looking for.
Showcase Your Skills: Be sure to mention your familiarity with lender portals and online systems. We want to see that you’re organised and can handle a busy pipeline while keeping clients updated throughout the process.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at First Time Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of the mortgage process and lender documentation. Familiarise yourself with common affordability assessments and be ready to discuss them in detail. This shows that you’re not just a candidate, but someone who understands the ins and outs of the role.
✨Showcase Your Organisational Skills
As a Mortgage Paraplanner, being organised is key. Prepare examples from your past experience where you successfully managed a busy pipeline or kept clients updated. This will demonstrate your ability to handle pressure and maintain a calm demeanour, which is exactly what they’re looking for.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Since excellent communication is crucial in this role, think about how you can convey complex information simply. You might even want to prepare a few questions to ask during the interview to show your engagement and client-first attitude.
✨Be Proactive and Problem-Solving
Prepare to discuss specific instances where you’ve tackled challenges head-on. Whether it’s resolving a client issue or navigating tricky lender criteria, showcasing your proactive approach will resonate well with the interviewers. They want to see that you’re eager to solve problems and help clients achieve their goals.