Full job descriptionMortgage Paraplanner
London
Are you an experienced Mortgage Paraplanner ready to join a high-performing, supportive team where your expertise is valued and your career progression is taken seriously?
We’re partnering with an established financial services business to recruit an experienced Mortgage Paraplanner for its established and personable team. You’ll support accomplished Mortgage Advisers with residential mortgage and protection cases, including complex requirements for high-net-worth clients. This is an excellent opportunity to join a collaborative firm that invests in its people and offers genuine scope for long-term career growth.
The Role
*Prepare client meetings, illustrations, fact-finds, suitability letters and supporting documents
*Submit mortgage applications, liaise with lenders and track cases through to completion
*Review client documentation and maintain accurate CRM and case records
*Ensure cases meet compliance, AML and regulatory requirements
*Keep clients and advisers updated throughout the application process
*Work closely with administration and compliance teams to deliver a smooth client journey
*Identify appropriate referral opportunities across protection and insurance services
What we’re looking for?
*Previous mortgage or protection administration experience
*Strong organisation and the ability to manage multiple cases and deadlines
*Excellent attention to detail and accurate record keeping
*Confident communication and a client-focused approach
*Experience using CRM systems and Microsoft Office
*A collaborative approach and the ability to perform well in a busy environment
*Adviser support, mortgage compliance, AML or high-net-worth client experience would be advantageous
What’s on offer?
*Salary up to £35,000 plus a discretionary bonus.
*Hybrid working.
*Competitive holiday allowance with additional office closure days during the festive period.
*Access to private healthcare support and wellbeing services.
*Company pension scheme and a range of employee benefits.
*Structured training, ongoing development and clear internal progression pathways
*Company socials.
If you’re an experienced Mortgage Paraplanner looking to join an ambitious, supportive team with genuine opportunities for long-term career progression, apply today with your CV to arrange a confidential conversation.
Equal Opportunities
Aspired Careers is committed to providing equal opportunities for all applicants. We welcome applications from people of every background and do not discriminate on the basis of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation. We are committed to creating an inclusive recruitment process in which everyone is treated with dignity and respect. If you require a reasonable adjustment at any stage of the recruitment process, please let us know.








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