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