At a Glance
- 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.
- Other info: Enjoy quarterly team events and modern tech-driven processes.
- 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.
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
First Time Finance is an exceptional employer, offering a supportive and values-led work culture that prioritises client satisfaction and employee growth. With the flexibility of remote working and quarterly team events in London, employees enjoy a competitive salary with performance bonuses and fast-tracked career progression in a dynamic and tech-driven environment, making it an ideal place for those passionate about helping clients achieve their homeownership dreams.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Time Finance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to First Time Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on First Time Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at First Time Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with First Time Finance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at First Time Finance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former First Time Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
