Merryoaks Finance
Case Manager
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UK Property Finance Brokerage
We are a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner to support senior brokers with the day-to-day administration of live cases.
This is a non-sales, non-advisory role. Your job is to keep deals moving, ensure nothing is missed, and maintain high standards of organisation, communication, and follow-up.
Key Responsibilities
Case & Deal Administration
- Manage cases from application through to completion
- Transfer and maintain data across emails, CRM systems, Excel/Google Sheets, and lender portals
- Prepare, update, and maintain accurate case notes, timelines, and deal trackers
- Ensure all documents are correctly named, saved, filed, and version-controlled
- Sourcing loan options on behalf of the brokers you work with
Client & Third-Party Follow-Ups
- Request and chase outstanding client documents (ID, bank statements, income proof, forms, etc.)
- Follow up with lenders, underwriters, valuers, solicitors, estate agents, and brokers
- Draft clear, professional follow-up emails based on broker instructions
- Keep clients informed of progress and next steps (where instructed)
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Application & Packaging Support
- Assist with preparing lender application packs
- Upload and manage documents on lender portals and internal systems
- Check submissions for accuracy, completeness, and readiness before submission
- Log key milestones including valuation dates, offers, conditions, expiry dates, and completion targets
Pipeline, Task & Deadline Management
- Maintain a live pipeline of all cases
- Monitor progress and flag delays, missing items, or risks early
- Track service levels and chase overdue actions
- Ensure nothing falls through the cracks
Compliance & File Management
- Maintain accurate, well-organised client files
- Follow firm policies, procedures, and data protection (GDPR) requirements
- Support brokers with compliance checks and audit-ready files
- Ensure records are complete, clear, and up to date
General Broker Support
- Inbox and email organisation (as required)
- Diary support and task prioritisation
- Basic deal research and information gathering
- General administrative support to brokers and management
Ideal Candidate
Essential
- Strong/Fluent written and spoken English
- Extremely organised with excellent attention to detail
- Comfortable chasing people politely but persistently
- Able to follow instructions accurately and consistently
- Confident using:
- Email (Outlook)
- Excel, Word, and Google Equivalents
- PDFs and document management tools
- Able to manage multiple cases at the same time
- 3+ years experience sourcing and managing cases in the UK mortgage market
- Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS
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Working Style
- Hybrid – our office is in Fleet, Hampshire
- Office hours are 9am to 6pm Monday to Friday - you will be working from the office 4 days a week
- Task-based work with clear instructions and systems
- Direct daily communication with brokers
Why This Role
- Long-term opportunity with a growing UK brokerage
- Clear systems, processes, and expectations
- Exposure to high-value UK property and finance transactions
- Opportunity to grow responsibility over time
Pay
£20,000 - £35,000 per year plus bonuses depending
Benefits
- Work from home
Work Location
Hybrid remote in Fleet (Hampshire, South East Region)
Any other questions let us know.
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