Full job descriptionHigh Net Worth Mortgage Paraplanner
Hybrid Working – 2–3 days in the West End, London / 2–3 days from home
£45,000–£50,000 basic salary + quarterly bonuses
OTE £70,000–£75,000
An exciting opportunity has arisen for an experienced Mortgage Paraplanner to join a specialist finance brokerage supporting high-net-worth clients across a range of complex lending cases.
This is a hybrid role offering flexibility alongside the chance to work closely with a highly successful team of brokers within a fast-paced and professional environment.
The successful candidate will support 2–3 Mortgage Brokers on a daily basis, ensuring cases are packaged, processed, and progressed efficiently from application through to completion. You will play a key role in maintaining high service standards and ensuring all client documentation and systems are fully up to date.
Key Responsibilities
*Supporting brokers with specialist mortgage applications
*Managing and progressing cases through to completion
*Completing fact finds and producing recommendation letters
*Liaising with lenders, solicitors, and clients daily
*Ensuring all documentation is accurately uploaded and maintained on HubSpot
*Assisting with high-net-worth mortgages, bridging finance, and commercial mortgage cases
*Providing a high level of client service and broker support throughout the process
Requirements
*Previous experience as a Mortgage Paraplanner within a specialist brokerage
*Strong knowledge of:
*High Net Worth Mortgages
*Bridging Finance
*Commercial Mortgages
*Experience using HubSpot would be highly advantageous
*Excellent communication and telephone manner
*Strong organisational and administrative skills
*Ability to work independently and within a small team environment
*Professional, proactive, and detail-oriented approach
This role is available immediately, with interviews taking place at short notice for suitable candidates.