Mortgage Paraplanner – Complex & High-Value Cases
If you are an experienced Mortgage Paraplanner or Case Manager who thrives on complex cases, fast-paced deal flow and working alongside top-performing brokers, this is an opportunity to step into a visible, valued and career-defining role within a market-leading mortgage network.
About the Company
We are working exclusively with one of the UK’s most established and respected mortgage networks, headquartered in Camberley. With a national reputation for excellence, award-winning brokers and a strong presence across residential, specialist and development finance.
The Role
As a Mortgage Paraplanner, you will play a pivotal role within a high-performing Mortgage Services team, working directly alongside an award-winning broker on complex, high-value cases. This is an active, end-to-end case management position where you will take ownership of mortgage applications from submission through to completion.
From residential and buy-to-let through to bridging and development finance, you will gain exposure to specialist lending scenarios that will significantly enhance your technical knowledge and long-term career prospects.
Key Responsibilities
- Manage mortgage applications from submission through to completion alongside your dedicated broker
- Package and submit applications, reviewing supporting documentation against lender criteria
- Liaise confidently with clients, lenders, solicitors, underwriters and valuers
- Proactively progress cases, resolving queries and mitigating delays
- Maintain accurate and compliant CRM records and documentation
- Support complex cases including bridging finance and development finance
- Deliver exceptional customer service while working to agreed team targets and service levels
Package and Benefits
- Salary £30,000
- Hybrid working available after probation
- Structured training and long-term career development opportunities
- CeMAP training support if not already qualified
- Extensive perks, benefits & wellbeing support
- Pension & Life Assurance
Skills and Experience
- Proven mortgage case handling or mortgage paraplanning experience
- Strong knowledge of residential mortgages; exposure to specialist lending advantageous
- Experience submitting mortgage applications and packaging cases
- Highly organised with exceptional attention to detail
- Confident communicator, both written and verbal
- Able to manage deadlines and prioritise within a fast-paced environment
- Professional, proactive and team-oriented approach
- CeMAP (or equivalent) desirable but not essential
Why Apply
Opportunities to work on complex, high-value mortgage cases alongside an award-winning broker do not come around often. This role offers more than stability; it offers progression, technical growth and the chance to build your reputation within a nationally recognised mortgage network.
If you want your expertise to be visible, your contribution to matter and your career to accelerate, this is the move that will set you apart.