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Mortgage Paraplanner | Remote or Office‑Based DOE | £29,000–£34,000 after probation | £40,000 OTE Be the engine behind complex completions. Join a specialist brokerage that handles some of the most intricate Buy‑to‑Let (BTL) cases in the country and become the trusted Paraplanner who ensures every case is packaged, progressed, and completed with precision. About the Company Our client is a highly reputable, specialist mortgage brokerage operating at the top end of the Buy‑to‑Let market. Known for handling complex, high‑value and multi‑layered landlord scenarios, from HMOs and portfolio expansion to semi‑commercial and high‑net‑worth borrowing, the firm operates with high standards, strong processes, and a collaborative, professional culture. About the Buy to Let Mortgage Paraplanner Role As a Mortgage Paraplanner, you will work closely with a team of expert mortgage brokers to manage cases from agreement in principle right through to completion. You’ll take ownership of documentation, lender submissions, stakeholder communication and proactive pipeline management, ensuring every case progresses efficiently, compliantly and effectively. • Remote option: Only available to candidates with proven experience handling complex BTL/HMO/portfolio cases, • Office‑based path: If you are commutable to Southport, you can receive full in‑office training. Ideal for ambitious individuals with mortgage admin experience who want to specialise in Buy‑to‑Let. Key Responsibilities As a specialist Buy‑to‑Let Mortgage Paraplanner, you will be working across complex Buy‑to‑Let, HMO, semi‑commercial, high‑net‑worth and portfolio landlord cases, including: • Assessing the validity of documents and organising them to ensure all required paperwork is in place to progress cases compliantly., • Keying accurate information into lender systems and providing supporting documentation for lending decisions., • Liaising with clients, lenders, underwriters, solicitors and estate agents to drive cases towards mortgage offer and completion., • Helping brokers manage client expectations through proactive communication., • Answering inbound client calls in a professional and confident manner., • Additional duties may include: anticipating underwriter queries, maintaining detailed case notes, pre‑empting delays, escalating issues promptly and managing your pipeline with discipline. Buy to Let Mortgage Paraplanner Package • Salary: £29,000–£34,000 after probation, • On‑Target Earnings: Approx. £40,000 OTE, • Location: Remote (if sufficiently experienced) or office‑based in Southport, • Support: Full training, broker shadowing, and a structured development plan, • Progression: Genuine long‑term career growth into senior case management or specialist BTL roles Skills & Experience • Experience in mortgage administration or case management within a brokerage, • Excellent accuracy, organisation and documentation control, • Confident communicator with stakeholders at all levels, • Experience of complex BTL, HMO, portfolio or semi‑commercial cases, • Knowledge of lender processes, underwriting logic and specialist BTL criteria Why Apply Whether you’re already a complex‑case expert or an ambitious administrator keen to become one, this role offers stability, progression and genuine professional growth.

A financial services provider in Chorley is seeking a Paraplanner to support Financial Planners by producing Financial Planning Reports and conducting product research.The ideal candidate will have experience in a financial advice firm and strong communication skills.The role offers competitive sala

Perspective (North West) Limited. Perspective (North West) Limited. Perspective Financial Group Ltd does not provide financial advice itself.

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Paraplanning Associate / Junior Paraplanner. An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

Specialist Recruiters in Financial Services.Rayleigh, Essex (Hybrid working available).Office closed for 1 week after Christmas.Auto-enrolment pension after 3 months.We work with over 175 financial servi.

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's r

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

ParaplannerLeicestershire (Our Ref AL1390)Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefitsMy client is an Independent Financial Adviser company, situated on the outskirts of

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Hertfordshire (Hybrid Working Available).A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-oriented.This is a hybrid role offering a balance of office-based and remote work.The successful candidate will work closely with experienced financ