Paraplanner Work, Jobs in Bagshot, Sry (with Salaries)

Part Time Paraplanner
Merryoaks Property Finance —Fleet
- £20,000 - £25,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Outlook
- Work from home
Quick apply
10d
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Paraplanner
RGH‑Global Limited —Camberley
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
11d
Paraplanner
The Surrey Mortgage Company —Ashtead
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
10d
Paraplanner - Fixed Term Contract
Attivo Group —Reading
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
4d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner / Trainee Mortgage Adviser
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
5d
Business Administrator / Adviser Support (Part Time)
ES/SDL Financial —Aldershot
- From £12.71 an hour
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Paraplanner
Eight Financial Advice —Marlow
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Wealth Operations Manager
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
2d
Paraplanner
AFH Financial Group —Watford
- Full-time
- Hybrid work
- Writing skills
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
Administrator
Caliber Financial Planning Ltd —Chinnor
- £26,000 - £35,000 a year
- Full-time
- Accounting
- Organisational skills
- In-person
- Free parking
- Flexible schedule
Quick apply
9d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
5d

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Part Time Paraplanner

Merryoaks Property Finance
Fleet

Quick apply

Job details

Permanent | Part-time
£20,000 - £25,000 a year
10 days ago

Benefits

Work from home

Qualifications

Microsoft Word
CRM software
Document control
Microsoft Outlook
UK GDPR
Filing
Case record updates
English
Email software
Project schedule tracking
Document management
Project progress tracking
Progress tracking

Full job description

UK Property Finance Brokerage

We are a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner 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

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

· 3+ 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

· Hybrid – our office is in Fleet, Hampshire

· Office hours are 9am to 3pm, Monday to Thursday

· Task-based work with clear instructions and systems

· Direct daily communication with brokers

Why This Role

· Long-term opportunity with a growing UK brokerage

· Clear systems, processes, and expectations

· Exposure to high-value UK property and finance transactions

· Opportunity to grow responsibility over time

Pay: £20,000.00-£25,000.00 per year

Benefits:

Work from home

Work Location: Hybrid remote in Fleet (Hampshire, South East Region)

Quick apply

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