Job Overview:
We are seeking an experienced UK Mortgage Specialist for a remote, outsourced role. You will take full ownership of end-to-end case management—from post-fact-find to offer and completion—ensuring strict FCA compliance and freeing the adviser to focus on client relationships and growth. Strong knowledge of UK mortgage processes, lender portals, and live-case management is required.
Schedule:
Remote, Full Time | Mondays to Fridays, 9:00 am to 5:00 pm (UK Time), with a 1-hour unpaid break (40 hours per week).
Responsibilities:
- Mortgage Administration & Case Management: Create, manage, and maintain cases on Stonebridge Revolution and my CRM SMARTR365.
- Package and submit mortgage applications to lenders and complete client details on our CRM – SMARTR365.
- Upload all supporting documentation to the lender portals and save documents to our OneDrive folder, ensuring that the applications are accurate, complete, and compliant before submission
- Monitor lender SLAs and proactively chase cases through to mortgage offer whilst keeping clients updated throughout the process
- Compliance & Documentation: Complete all required Stonebridge compliance tasks on Revolution.
- Ensure suitability letters, disclosures, and supporting documents are correctly uploaded and recorded, and maintain clean, audit-ready files in line with FCA and Consumer Duty requirements.
- Flag any compliance or lender policy issues to the adviser promptly
- Lenders: Liaise with lenders as required and chase valuations, underwriting queries, mortgage offers, exchange, and completion.
- Create streamlined, fully compliant case management on Stonebridge Revolution that drives faster completions with minimal lender queries and significantly reduces adviser admin workload.
- Client Communication: Serve as the professional post-advice contact for clients, clearly requesting required documentation and providing timely progress updates throughout the process.
- Systems & Experience Required: Experience with UK mortgage lenders and their online portals and knowledge of FCA compliance and regulated mortgage advice environments
Requisites:
- Minimum 1+ years of experience as a UK mortgage administrator or para-planner
- Highly organized, detail-oriented, and proactive
- Comfortable managing multiple cases simultaneously
- Strong written and verbal English communication skills
- Able to work independently and meet strict deadlines
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health insurance for eligible locations
Job Category
Accounting and Finance
Job Type
Full Time (35 hours or more per week)
Work Schedule and Timezone
London UK Mondays to Fridays, 9:00 am to 5:00 pm (UK Time), with a 1-hour unpaid break (40 hours per week)
Published on
Sep 08 2026
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UK Mortgage Specialist employer: your Jared
Leidos UK & EUROPE is an exceptional employer that fosters a collaborative and innovative work culture, where your expertise as a Senior Cloud Solutions Architect will be valued and nurtured. With a strong focus on employee growth, we offer numerous opportunities for professional development and career advancement, all while working in a dynamic environment that prioritises security-driven solutions. Join us in a location that not only supports your career aspirations but also encourages a healthy work-life balance and a commitment to making a meaningful impact.
