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.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Paraplanner in Edinburgh
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like NRG-Resourcing. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from NRG-Resourcing.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like NRG-Resourcing. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in NRG-Resourcing and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show NRG-Resourcing how you can be a team player!
How to prepare for a job interview at NRG-Resourcing
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with NRG-Resourcing.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with NRG-Resourcing's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
