Mortgage Paraplanner

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.