Mortgage Paraplanner and Office Manager

Mortgage Paraplanner and Office Manager

London

£32-£40k

The Mortgage Paraplanner and Office Manager provides technical and administrative support to Mortgage Advisers, ensuring mortgage cases are researched, packaged, and progressed efficiently and compliantly from initial enquiry through to completion. The role is key to delivering a high-quality client experience and maintaining regulatory standards.

Key Responsibilities

• Conduct detailed mortgage research across lenders and products, including residential, buy-to-let, remortgage, and specialist cases
• Prepare mortgage illustrations, suitability letters, and supporting documentation in line with FCA requirements
• Package mortgage applications accurately and submit to lenders
• Liaise with lenders, solicitors, estate agents, and clients to progress cases through to offer and completion
• Ensure all client files are complete, compliant, and audit-ready
• Maintain accurate client records on CRM and back-office systems
• Support advisers with complex cases, affordability assessments, and criteria checks
• Keep up to date with lender criteria, product changes, and regulatory updates
• Assist with pipeline management and case tracking
• Provide administrative support to the wider mortgage team as required
• Oversee the day-to-day running of the office, ensuring a professional, well-organised working environment
• Manage office procedures, systems, and workflows to support advisers and support staff
• Provide administrative support for new and existing mortgage business, from initial enquiry through to completion
• Manage diaries, meetings, and general office coordination
• Act as a point of contact for internal queries and operational matters
• Identify and implement improvements to office processes and administration

Skills & Experience

• Previous experience in a mortgage paraplanner or mortgage administration role
• Strong knowledge of UK mortgage products and lending criteria
• Understanding of FCA regulations and compliance requirements
• Excellent attention to detail and organisational skills
• Ability to manage multiple cases and deadlines
• Strong communication skills, both written and verbal
• CeMAP qualified or working towards CeMAP (or equivalent)
• Experience with specialist or complex mortgage cases
• Familiarity with mortgage sourcing systems (e.g. Twenty7Tec, Mortgage Brain)

Personal Attributes

• Highly organised and methodical
• Proactive and able to work independently
• Client-focused with a professional manner
• Comfortable working in a fast-paced environment
• Team player with a supportive attitude

What We Offer

• Competitive salary and benefits package
• Training and support towards professional qualifications
• Supportive and professional working environment