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Mortgage Paraplanner
Remote / Online - Candidates ideally in
Swansea, Swansea County, SA1, Wales, UK
Listed on 2026-02-16
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
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
- 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!
- 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.
- Entry level
- Full‑time
- Finance and Sales
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