Paraplanner
Listed on 2026-10-03
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Finance & Banking
Financial Analyst
Job Title
:
Paraplanner
Location: Fleet Hybrid 1-day WFH
Salary: £30,000 to 40,000 DOE plus incentives
Hours: Monday to Friday 9 am to 5.30 pm or 9 am to 3 pm
About the role of Paraplanner:
Our client is an established specialist property finance brokerage, working with property investors, landlords and developers across the UK. The business specialises in high-value, often complex property finance transactions, providing tailored funding solutions across Buy-to-Let, portfolio finance, bridging and development finance.
Due to continued growth, they are looking to appoint a full time and a part-time Mortgage Paraplanner / Case Manager with Buy-to-Let experience to work closely with their advisors.
You will play an important part in sourcing Buy-to-Let and property finance solutions on behalf of advisors, as well as packaging and progressing transactions through to completion. You'll be dealing with high-value cases and working directly with lenders, underwriters, valuers, solicitors and clients to keep transactions moving.
Responsibilities for the role of Paraplanner:
- Source suitable Buy-to-Let and property finance solutions against broker requirements
- Research lender criteria and prepare accurate sourcing information
- Prepare and package mortgage applications and supporting documentation
- Review client information to ensure applications are complete and accurate
- Liaise with lenders, underwriters, valuers and solicitors to progress cases
- Chase outstanding documents, information and conditions
- Monitor key milestones, deadlines, offers and completion targets
- Maintain accurate case records across CRM systems, spreadsheets and lender portals
- Keep brokers updated on progress and flag issues or delays early
- Support the wider team with research, administration and day-to-day case management
Experience required for the role of Paraplanner:
- Proven experience within a UK mortgage lender, broker or packager
- Experience handling complex Buy-to-Let and property investment cases
- Understanding of BTL lending criteria, lender appetite and sourcing
- Commercial, highly organised and confident managing multiple live cases
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