Stride Recruitment
Paraplanner
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Mortgage Paraplanner – BTL Mortgages, Bridging Finance, Commercial Mortgages
Up to £45,000 | Hybrid | Fleet, Hampshire
4 days office, 1 day WFH
The Opportunity:
We are working with a specialist UK property finance and mortgage brokerage seeking a reliable, detail-oriented Paraplanner to support its senior brokers with the day-to-day administration and progression of live cases. This is a non-sales, non-advisory role, focused on keeping transactions moving, maintaining accurate records and ensuring deadlines are met. The successful candidate will play an important role in supporting brokers and delivering a smooth, efficient service to clients and third parties.
Key Responsibilities:
Case & Deal Administration
- Manage cases from initial application through to completion.
- Maintain and update case information across emails, CRM systems, Excel/Google Sheets and lender portals.
- Prepare and maintain accurate case notes, timelines and deal trackers.
- Ensure all documentation is correctly named, saved, filed and version-controlled.
Client & Third-Party Communication
- Request and chase outstanding client documentation, including identification, bank statements, proof of income and application forms.
- Liaise with lenders, underwriters, valuers, solicitors, estate agents and brokers to obtain updates and progress cases.
- Draft clear, professional follow-up emails in line with 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 documentation across lender portals and internal systems.
- Check applications for accuracy, completeness and readiness prior to submission.
- Track key milestones, including valuation dates, offers, outstanding conditions, expiry dates and completion targets.
Pipeline, Task & Deadline Management
- Maintain an accurate, up-to-date pipeline of live cases.
- Monitor case progress and proactively flag delays, missing information and potential risks.
- Track service levels and follow up on overdue actions.
- Ensure all cases progress efficiently and that no tasks or deadlines are overlooked.
Compliance & File Management
- Maintain accurate, well-organised client files in line with company policies and procedures.
- Follow GDPR and data protection requirements.
- Support brokers with compliance checks and the preparation of audit-ready files.
- Ensure all records are complete, clear and up to date.
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General Broker Support
- Assist with inbox and email organisation where required.
- Provide diary support and help prioritise tasks.
- Carry out basic deal research and information gathering.
- Provide general administrative support to brokers and management.
About You
Essential:
- At least 3 years’ experience sourcing and managing cases within the UK mortgage market.
- Strong written and spoken English.
- Exceptional organisational skills and attention to detail.
- Confident and professional when following up with clients and third parties, able to be polite but persistent.
- Able to follow instructions accurately and consistently.
- Comfortable managing multiple live cases and competing deadlines.
- Confident using Outlook, Excel, Word, Google Workspace, PDFs and document management tools.
Desirable:
- Experience using CRM systems, deal pipelines and lender portals.
- Familiarity with OMS would be advantageous.
- Previous experience supporting brokers within a specialist property finance or mortgage brokerage.
If you are interested, please apply. All applications & further discussions remain confidential.
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