Mortgage Paraplanner – Specialist BTL & HMO
If you thrive on keeping deals moving, navigating complexity with confidence, and being the go to person who holds everything together, this could be your perfect next step. Step into a role where your organisation, accuracy and specialist finance experience truly make an impact, and where you’re valued for exactly that.
About the Company
This is a business where culture genuinely matters. The team is close knit, lively and full of personality, people who work hard, support each other and enjoy what they do. They don’t take themselves too seriously, but they take their clients and their work extremely seriously, delivering exceptional service with professionalism, pride and energy. The office strikes the ideal balance: focused when it needs to be, relaxed when it should be, and always united by a shared commitment to doing things properly. It’s the kind of environment where you feel part of something, where everyone pulls together, and where your contribution is genuinely recognised.
The Role – Mortgage Paraplanner
This is a key position for someone who enjoys managing specialist mortgage cases from enquiry through to completion.
You’ll support advisers by preparing case files, structuring lending proposals, gathering documentation and ensuring each application is packaged to the highest standard before submission.
You’ll coordinate with lenders, solicitors, valuers and clients, ensuring a smooth, timely and professional journey for every case specialising in complex BTL.
If you pride yourself on accuracy, communication and being the dependable link that keeps everything moving, this role offers the variety and responsibility you’re looking for.
Key Responsibilities
- Support advisers in structuring and preparing specialist BTL, HMO and portfolio landlord cases.
- Produce high‑quality case packs, lender research, sourcing outputs and suitability‑aligned documentation.
- Package and submit applications, ensuring all lender-specific requirements are met from outset.
- Act as a primary point of contact for lenders, solicitors, valuers and clients throughout the process.
- Track case progression, provide updates, and identify potential delays or missing information early.
- Maintain accurate, complete and compliant case files aligned with internal processes and industry expectations.
- Work closely with advisers to ensure every client receives a smooth, professional and well‑managed experience.
Package & Benefits
- Salary: £35,000, depending on experience
- Hybrid working available
- Join a business experiencing strong, sustainable growth with clear opportunities to progress
- Work within a supportive, high‑performing team that genuinely values your contribution
Skills & Experience Required
- Experience in mortgage paraplanning or administration, with a strong focus on specialist BTL and HMO cases.
- Confidence dealing with lenders, solicitors, valuers and clients.
- Strong organisational skills and the ability to manage multiple active cases.
- High attention to detail, particularly around documentation, packaging and data accuracy.
- Comfortable using CRMs, lender portals and mortgage sourcing platforms.
- A proactive, solutions‑driven approach and willingness to collaborate across the team.
Why Apply?
You’ll be joining a team that is energetic, supportive and genuinely great to work with, people who care about quality, celebrate wins together and create an environment you’ll enjoy being part of. You’ll have autonomy, the right tools, and the chance to make a real difference in every transaction.