Role: Paraplanner/ Case Manager
UK Property Finance Brokerage
We are a specialist property finance and mortgage brokerage looking to hire a reliable, detail-oriented Full Time Para planner 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
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)
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
Salary :
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