Mortgage Paraplanner

Looking for a client-facing, detail-driven role in property finance – without sales targets? This is the perfect fit.

Join a well-established, high-performing property finance brokerage with a reputation for delivering complex mortgage solutions with speed, service, and precision.

Based in Chester, this firm supports a loyal client base of landlords, property investors, and high-net-worth individuals across the UK. As they continue to grow, they’re looking for an experienced Mortgage Paraplanner to support complex Buy-to-Let and specialist mortgage cases, ensuring clients receive a first-class experience from application through to completion.

About the Mortgage Paraplanner Role

This is a non-sale, relationship-led position – ideal for a former Mortgage Advisor looking to move away from targets, or a senior Mortgage Administrator seeking progression into a more involved, client-focused role.

You’ll act as the bridge between clients, lenders, and internal teams – gathering documentation, progressing cases, and ensuring every client interaction reflects the firm’s commitment to excellence. With a strong focus on portfolio Buy-to-Let and complex mortgage structures, attention to detail and industry knowledge are essential.

Mortgage Paraplanner Key Responsibilities

Act as the key point of contact for clients throughout the mortgage journey
Liaise with lenders, solicitors, valuers, and internal teams to keep deals progressing smoothly
Deliver a proactive, white-glove service – ensuring clients feel informed, supported, and valued
Support Brokers with case packaging, submission, and problem-solving
Anticipate and overcome issues before they arise to maintain momentum
Ensure all documentation is accurate, complete, and compliant

What’s on Offer

£37,500 base salary – reflective of experience and mortgage knowledge
No sales targets – focus purely on relationship management and client service
Full-time, office-based role in Chester
25 days annual leave bank holidays
Friendly, supportive team with deep industry expertise
Exposure to a wide range of mortgage products including bridging, BTL, development, and HNW

Skills & Experience Required

Experience in mortgage paraplanning, mortgage administration, or advisory within a bank, brokerage, or lender
Strong understanding of Buy-to-Let mortgage processes
Highly organised, proactive, and calm under pressure
Confident communicator who can build rapport and manage expectations
Exceptional attention to detail with a passion for getting things right first time
A team player with a genuine commitment to delivering the best customer outcome

Why Apply?

Step into a high-value support role without the pressure of sales
Make a real impact in a well-respected, growing brokerage
Work on challenging and interesting cases that keep your skills sharp
Join a business that truly values knowledge, service, and professionalism
Enjoy a stable, long-term role where you’re trusted, respected, and supported

If you’ve got the mortgage knowledge, relationship skills, and eye for detail to thrive in a fast-paced, client-focused role – we’d love to hear from you. Apply now for a confidential conversation.