Mortgage Paraplanner – BTL Mortgages, Bridging Finance, Commercial Mortgages
Up to £45,000 | Hybrid | Fleet, Hampshire
4 days office, 1 day WFH
The Opportunity:
We are working with a specialist UK property finance and mortgage brokerage seeking a reliable, detail-oriented Paraplanner to support its senior brokers with the day-to-day administration and progression of live cases. This is a non-sales, non-advisory role, focused on keeping transactions moving, maintaining accurate records and ensuring deadlines are met. The successful candidate will play an important role in supporting brokers and delivering a smooth, efficient service to clients and third parties.
Key Responsibilities:
Case & Deal Administration
- Manage cases from initial application through to completion.
- Maintain and update case information across emails, CRM systems, Excel/Google Sheets and lender portals.
- Prepare and maintain accurate case notes, timelines and deal trackers.
- Ensure all documentation is correctly named, saved, filed and version-controlled.
Client & Third-Party Communication
- Request and chase outstanding client documentation, including identification, bank statements, proof of income and application forms.
- Liaise with lenders, underwriters, valuers, solicitors, estate agents and brokers to obtain updates and progress cases.
- Draft clear, professional follow-up emails in line with broker instructions.
- Keep clients informed of progress and next steps where instructed.
Application & Packaging Support
- Assist with preparing lender application packs.
- Upload and manage documentation across lender portals and internal systems.
- Check applications for accuracy, completeness and readiness prior to submission.
- Track key milestones, including valuation dates, offers, outstanding conditions, expiry dates and completion targets.
- Maintain an accurate, up-to-date pipeline of live cases.
- Monitor case progress and proactively flag delays, missing information and potential risks.
- Track service levels and follow up on overdue actions.
- Ensure all cases progress efficiently and that no tasks or deadlines are overlooked. Compliance & File Management
- Maintain accurate, well-organised client files in line with company policies and procedures.
- Follow GDPR and data protection requirements.
- Support brokers with compliance checks and the preparation of audit-ready files.
- Ensure all records are complete, clear and up to date.
General Broker Support
- Assist with inbox and email organisation where required.
- Provide diary support and help prioritise tasks.
- Carry out basic deal research and information gathering.
- Provide general administrative support to brokers and management.
About You Essential:
- At least 3 years’ experience sourcing and managing cases within the UK mortgage market.
- Strong written and spoken English.
- Exceptional organisational skills and attention to detail.
- Confident and professional when following up with clients and third parties, able to be polite but persistent.
- Able to follow instructions accurately and consistently.
- Comfortable managing multiple live cases and competing deadlines.
- Confident using Outlook, Excel, Word, Google Workspace, PDFs and document management tools.
- Experience using CRM systems, deal pipelines and lender portals.
- Familiarity with OMS would be advantageous.
- Previous experience supporting brokers within a specialist property finance or mortgage brokerage.
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Paraplanner in Fleet employer: Stride Recruitment
Join a well-established specialist bank in London as a Senior Credit Risk Underwriter, where you will thrive in a dynamic hybrid work environment that promotes a strong credit risk culture and offers significant exposure to complex lending transactions. With a competitive salary, comprehensive benefits including private healthcare and pension contributions, and ample opportunities for professional growth, this role is perfect for those looking to make impactful decisions in the world of specialist mortgages and bridging finance.
