[Hiring] Paraplanner/Case Manager @Talent Shore

Role Description

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

Qualifications

• 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:
  • Email (Outlook)
  • Excel, Word, and Google Equivalents
  • 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

Requirements

• Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS (Nice to Have)

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

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