First Time Finance
Mortgage Paraplanner (12-Month Maternity Cover)
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Mortgage Planner - 12-Month Maternity Cover
First Time Finance · Fully Remote (with quarterly London team events) · £33,000 basic salary + quarterly bonus
About Us
First Time Finance is a specialist mortgage brokerage for visa holders and foreign nationals building their lives in the UK. The mortgage system wasn't built for people who've moved here - most high-street lenders simply turn them away. We're the people who say yes.
We've secured £150M+ in mortgages, helped 500+ families into their first UK home, and hold a 4.9-star Trustpilot record - and we do it with a level of care and support most brokers can't match.
We're now looking for a Mortgage Planner to join us on a 12-month maternity cover contract, working alongside our advisers to keep cases moving and clients genuinely looked after. For the right person, this is more than temporary cover - if you show us what you can do and excel over the 12 months, there's a strong chance the role could become a permanent, full-time position.
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The Role
You'll be the engine behind our advisers - researching options, building strong cases, and making sure every client feels supported from the very first step. Day to day you'll:
- Work closely with our advisers to research lender options and place cases with the right lender
- Review client documents and prepare packages to progress
- Complete full checks and income calculations
- Respond to early-stage client questions and help guide people through the start of their journey
What You'll Bring
- 2+ years in mortgage case management, planning or a similar role is required
- A full understanding of how lender criteria and income calculations work is required
- Previous advising or paraplanning experience (preferred, not essential)
- A warm, client-first manner - many of our clients have been told "no" elsewhere, so how we make them feel matters as much as what we arrange
- A "how could we make this work?" mindset - you look for the route to yes before settling for no
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You don't need to know visa-holder criteria yet - full training on the specialist side is provided. If you know your way around lender criteria and income calcs and you genuinely care about clients, we'll teach you the rest.
🌱 Why Join First Time Finance?
- Remote working, with quarterly London team events - all expenses paid
- Competitive salary plus performance bonus - £33,000 basic + quarterly bonus
- A supportive, values-led team that genuinely cares about clients
- Modern, tech-driven systems and processes
- Real room to grow your career as we scale as a fast-growing company
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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