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Mortgage Paraplanner

Remote / Online - Candidates ideally in
Swansea, Swansea County, SA1, Wales, UK
Listing for: First Time Finance
Remote/Work from Home position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 33000 - 35000 GBP Yearly GBP 33000.00 35000.00 YEAR
Job Description & How to Apply Below

First Time Finance is expanding and we’re looking for a highly organised, detail‑driven Mortgage Paraplanner to support our advisers and help clients move closer to owning their first home in the UK.

If you’ve got at least 1 year of experience in mortgage admin or paraplanning, a keen eye for detail, perseverance when success looks unlikely, and a passion for solving problems for clients, we’d love to hear from you.

What You'll Be Doing
  • Review client documents (, payslips, bank statements, visas) for accuracy and lender criteria fit
  • Complete lender affordability checks and run product sourcing
  • Manage our AIP Process
  • Keep clients updated to ensure a smooth and stress‑free journey
  • Work directly with one adviser
What We’re Looking For
  • 1+ year experience in a mortgage admin, case manager, or paraplanning role
  • Strong understanding of the mortgage process, lender documentation, and affordability assessments
  • Confident using lender portals and online systems
  • Highly organised, calm under pressure, and able to manage a busy pipeline
  • Excellent communicator with a client‑first attitude
  • Proactive, detail‑focused, and eager to solve problems!
Why Join First Time Finance?
  • Remote working with quarterly London team events – all expenses paid
  • Competitive salary + performance bonus – salary range £33k‑£35k DOE (+ bonus)
  • Fast‑tracked progression as the company grows
  • A supportive, values‑led team that cares about clients
  • Modern, tech‑driven systems and processes
  • Chance to build a career in one of the UK’s most exciting specialist brokerages

Ready to apply?
Click Apply Now
, or feel free to message us directly if you have any questions.

Seniority level
  • Entry level
Employment type
  • Full‑time
Job function
  • Finance and Sales
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