Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Produce mortgage research, mentor junior colleagues, and manage client cases.
- Company: Boutique mortgage brokerage focused on collaboration and high performance.
- Benefits: Competitive salary, strong bonus scheme, private health insurance, and 25 days holiday.
- Why this job: Gain valuable experience in a supportive team with clear progression to advising.
- Qualifications: Strong mortgage paraplanning experience and excellent communication skills.
- Other info: Enjoy hybrid working and quarterly social events in a dynamic environment.
The predicted salary is between 29000 - 31000 £ per year.
Hybrid | 3 days office / 2 days WFH | Competitive Salary + Strong Bonus Scheme
If you’re looking for a paraplanning role that offers genuine progression and the opportunity to make a meaningful impact, this position provides exactly that. You’ll be a key member of a supportive, growing team while developing the skills and exposure needed to confidently step into advising.
About the Company
Our client is a directly authorised, boutique mortgage brokerage built on collaboration, shared ownership and high performance. The team works closely together without rigid boundaries, creating an environment where proactive people thrive. As the business continues to grow, they are investing heavily in their paraplanning function and offering structured, achievable progression for ambitious talent.
The Role
You’ll join as a senior paraplanner with the opportunity to take on your own advising cases as your development continues. The role blends high-quality paraplanning, client engagement and team support. You will help strengthen the paraplanning function, guide a junior paraplanner and play an integral role in converting and managing an established client bank. This is ideal for someone who enjoys technical work but wants a clear, supported pathway into advising, without any expectation to source new business.
Key Responsibilities
- Produce compliant mortgage research and suitability reports.
- Support, guide and mentor a junior paraplanner.
- Manage and advise on allocated client cases (no new business generation).
- Convert existing client leads and nurture ongoing relationships.
- Work collaboratively with advisers and case managers to ensure smooth client journeys.
- Maintain strong compliance standards and contribute to process improvements.
Skills & Experience
- Strong mortgage paraplanning experience.
- Confident supporting or mentoring junior colleagues.
- Interested in or ready for adviser responsibilities.
- Proactive team player who thrives in a small, collaborative environment.
- Excellent communication and organisational abilities.
- CeMAP (or equivalent) preferred.
Package & Benefits
- Base salary: £29,000 - £31,000
- Strong performance-based bonus scheme
- Hybrid working: 3 office days / 2 WFH
- Private health insurance
- 25 days holiday plus bank holidays
- Quarterly social events
- Long-term progression to Mortgage Adviser
Why Apply
This role offers a valuable blend of paraplanning and advising responsibilities within a supportive, ambitious team where your contribution is recognised. With a generous bonus structure and a clear, pressure-free pathway into advising, your long-term development is genuinely prioritised from day one.
Mortgage Paraplanner employer: NRG-Resourcing
Contact Detail:
NRG-Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Paraplanner
✨Network Like a Pro
Get out there and connect with people in the mortgage industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your paraplanning experience and any mentoring you've done. We want to see how you can contribute to their team and help guide junior colleagues, so don’t hold back!
✨Be Ready for the Interview
Prepare for those interviews by brushing up on your knowledge of mortgage research and compliance standards. We suggest practising common interview questions and even role-playing scenarios where you might need to explain complex concepts clearly.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are ready to make an impact in the mortgage world.
We think you need these skills to ace Mortgage Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your mortgage paraplanning experience and any mentoring roles you've had, as this will show us you're a great fit for the team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this role. Share specific examples of how you've contributed to a team or improved processes in your previous roles, so we can see your proactive nature in action.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and well-structured. We want to see that you can convey complex information simply and effectively, just like you would with clients.
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 about the process!
How to prepare for a job interview at NRG-Resourcing
✨Know Your Stuff
Make sure you brush up on your mortgage paraplanning knowledge. Understand the key responsibilities of the role, like producing compliant mortgage research and suitability reports. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Team Spirit
Since this role is all about collaboration, be ready to share examples of how you've worked effectively in a team. Highlight any experiences where you've supported or mentored junior colleagues, as this will resonate well with the company's values.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about their approach to client engagement or how they support the development of their paraplanners. It shows you're genuinely interested in the role and the company.
✨Demonstrate Your Proactivity
The company values proactive individuals, so come prepared with examples of how you've taken initiative in previous roles. Whether it's improving processes or enhancing client relationships, showing your proactive nature can set you apart from other candidates.