Mortgage and Protection Paraplanner

THIS IS IDEALLY A FULLY OFFICE-BASED ROLE ON A 4-DAY WEEK BASIS

Our client is a leading Financial Planning firm. They are seeking an ambitious, highly organised Mortgage & Protection Paraplanner to work closely alongside the Director and Adviser team. You will become a key part of a small, professional and highly client‑focused business, helping deliver outstanding advice and service to our clients whilst learning directly from an experienced adviser.
There are excellent opportunities to progress your career with this role! We are looking for someone with the appetite and potential to develop into an adviser in the future.

This is a unique opportunity for someone who already has experience within the mortgage and protection sector and wants to take the next step in their career. Whilst the role is initially focused on research, case management, technical support and client communication.

• Working directly alongside our lead adviser, your responsibilities will include:
  Researching mortgage and protection solutions using industry sourcing systems.
• Preparing research and recommendations to support client advice.
• Submitting mortgage and protection applications to lenders and insurers.
• Helping our Sales Progression team move cases from application through to completion.
• Liaising with clients, lenders, insurers, solicitors and third parties.
• Chasing outstanding information and proactively moving cases forward.
• Drafting client correspondence, summaries and supporting documentation.
• Maintaining accurate records and ensuring compliance requirements are met.
• Supporting the ongoing development of business processes and client experience.
• Identifying opportunities to improve efficiency through technology and automation.

We are looking for someone who combines technical ability with exceptional communication skills.

• The ideal candidate will:
  Hold relevant mortgage and protection qualifications.
• Have experience within a mortgage and protection environment.
• Be confident in researching mortgage and protection solutions independently.
• Have experience submitting and managing cases with lenders and providers.
• Be highly organised and able to manage multiple cases simultaneously.
• Possess excellent telephone skills and be comfortable speaking with clients and professional contacts.
• Have exceptional written communication skills with strong attention to detail.
• Be naturally curious, proactive and eager to learn.
• Be comfortable using technology and excited by the opportunities created by AI and automation.
• Take ownership of their work and demonstrate strong problem‑solving skills.
• Have a genuine desire to develop their knowledge and potentially progress into an advisory role over time.

This role offers significantly more than a traditional paraplanning position.

• For the right individual, there will be the opportunity to:
  Work closely with an experienced adviser.
• Build a deep understanding of mortgage and protection advice.
• Develop technical knowledge and client‑facing skills.
• Learn how advice is structured and delivered.
• Progress towards a future advisory role.

We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability