Mortgage paraplanner Work, Jobs in England (with Salaries)

Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
3d
Financial Planning Administrator / Junior Paraplanner
Red IFA Nottingham Ltd —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Financial Planning Administrator / Junior Paraplanner
Red IFA (Nottingham) Limited —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Ongoing Advice Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
8d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Paraplanner
Moneytree Financial Solutions —Runcorn
- £20 an hour
- Part-time
- Microsoft Office
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
2d
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule

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Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
If you are ready to transition your technical expertise into a lucrative, client-facing advisory career within a supportive local firm, please submit your CV…
£38,000 - £42,000 a year
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Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
We are looking for a *Paraplanner (Technical Planner)* to provide vital support to the team of Financial Advisers for personal and corporate clients,…
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9d

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Paraplanner | Knight Frank Finance

Knight Frank -
London

Apply Now

Job details

Full-time

Qualifications

CRM software
French
Spanish
Microsoft Office
Administrative experience
Organisational skills
Portuguese
Italian
Communication skills

Full job description

Who are we

Knight Frank Finance operates as a specialist division of Knight Frank LLP, delivering bespoke property finance solutions to clients across the UK and international markets. Headquartered at Knight Frank’s Global HQ at 55 Baker Street, London, the business forms part of one of the world’s leading independent real estate consultancies, combining the strength of a global network with deep expertise in complex lending.

At the core of Knight Frank Finance is a commitment to providing more than traditional mortgage advice. The team offers a comprehensive range of property finance services, including large loan arrangements, equity release and highly tailored funding structures designed to meet the sophisticated needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. Through long-standing relationships with private banks and lenders, the business is recognised as a market leader in the large-loan and complex financing space.

Clients are central to everything Knight Frank Finance delivers. Built on trust, discretion and a deep understanding of individual circumstances, each relationship is approached with care and precision. By combining unrivalled market insight with decades of collective experience, the team is able to provide clear, strategic guidance across Prime Central London, the Home Counties and key international markets, consistently delivering exceptional, personalised outcomes.

Knight Frank Finance’s people are integral to its success. Bringing together a highly experienced and collaborative team, the business fosters an environment where expertise, innovation and client focus thrive. Working closely with colleagues across Knight Frank’s global network, the team contributes to a seamless, end-to-end client experience, ensuring access to exclusive opportunities and best-in-class advice.

Through its specialist knowledge, global reach and unwavering focus on client outcomes, Knight Frank Finance continues to set the standard in high-value property lending, supporting clients in achieving their property ambitions now and into the future.

About The Role

Knight Frank Finance is the independent mortgage and protection advisory arm of Knight Frank; the world's largest privately owned global real estate consultancy. We provide bespoke mortgage and protection solutions to high-net-worth and international clients, delivering the exceptional service and professionalism associated with the Knight Frank brand.

We are looking to hire an organised and proactive Paraplanner to support our team of Certified Mortgage Advisers. This is an excellent opportunity for someone with mortgage and/or protection administration experience looking to develop their career within a premium financial services environment.

The Role

Working closely with advisers, administrators and compliance teams, you will play a key role in ensuring a seamless client journey from initial enquiry through to completion. Your support will allow advisers to focus on client relationships and business development while maintaining high levels of service and regulatory compliance.

Key Responsibilities

Support advisers with client meeting preparation, illustrations and documentation
Complete fact finds and prepare suitability letters
Submit mortgage applications and manage lender communications
Collect and review client documentation
Accurately maintain client records and case information on the CRM system
Ensure all cases meet compliance and AML requirements
Monitor application progress and update advisers and clients as required
Act as a key point of contact for clients throughout the mortgage process
Work closely with administration and compliance teams to ensure timely case completion
Identify opportunities to refer clients for insurance, protection and foreign exchange services

What We're Looking For

Essential

Previous experience in mortgage and/or protection administration
Strong organisational skills with the ability to manage multiple priorities
Excellent attention to detail
Ability to work effectively under pressure and meet deadlines
Strong communication and client service skills
Experience using CRM systems and Microsoft Office applications
A collaborative and team-focused approach

Desirable

Experience supporting Mortgage Advisers or Financial Advisers
Understanding of mortgage compliance and AML processes
Experience working with international or high-net-worth clients
Ability to speak an additional European language, such as would be highly advantageous:
- French
- Spanish
- Portuguese
- Italian

What You'll Bring

A proactive and professional approach
Strong relationship-building skills
Excellent organisational and administrative abilities
A commitment to delivering outstanding client outcomes
A personable and engaging communication style

Why Join Us?

Be part of a globally recognised property and financial services brand
Work alongside experienced mortgage professionals
Exposure to high-value and international client transactions
Collaborative and supportive team environment
Opportunities for professional development and career progression

Interested in joining Knight Frank Finance ? We'd love to hear from you. Apply today to become part of a team dedicated to delivering exceptional client service and market-leading advice.

Competitive Salary

Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies.

Apply Now

Refine Your Search

mortgage paraplanner jobs in england

Paraplanner | Knight Frank Finance

Paraplanner

Financial Adviser Support

Experienced Administrator for an Independent Financial Adviser (IFA)

Financial Planning Administrator / Junior Paraplanner

Financial Planning Administrator / Junior Paraplanner

Ongoing Advice Specialist

Protection Paraplanner

Client Case Manager

Compliance Manager (Financial Advice)

Client Support Administrator

IFA Administrator

Paraplanner

Paraplanner

Paraplanner

Central Operations Administrator

Financial Adviser

Holistic Financial Adviser

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