Paraplanner/Case Manager

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

Requirements

Ideal Candidate

Essential

· Strong/Fluent written and spoken English

· Extremely organised with excellent attention to detail

· Comfortable chasing people politely but persistently

· Able to follow instructions accurately and consistently

· Confident using:

o Email (Outlook)

o Excel, Word, and Google Equivalents

o PDFs and document management tools

· Able to manage multiple cases at the same time

· 1+ years experience sourcing and managing cases in the UK mortgage market

Nice to Have (Not Essential)

· Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS

Working Style

· Fully remote

· Office hours are 9am to 6pm UK Time, Monday to Friday

· Task-based work with clear instructions and systems

· Direct daily communication with brokers

Benefits

Salary range: R20 000 - R25 000 (Depending on experience)

Commission: Case Deals under 10k GBP = 30 GBP Comm

& Case Deals over 10k GBP = 80 GBP Comms

Must have worked in the UK Mortgage market for at least one year

Working 9 am - 6pm UK

Why This Role

· Long-term opportunity with a growing UK brokerage

· Clear systems, processes, and expectations

· Opportunity to grow responsibility over time

Work Location: Fully remote