Mortgage Paraplanner Administrator - Four Squared : Job Details

Mortgage Administrator / Paraplanner - Financial ServicesLocation: Leicestershire (Office-Based) Job Type: Full-time, Permanent Salary: £25,000 - £30,000 (dependent on experience) Hours: Monday-Friday, 37.5 hours per week Are you an experienced Mortgage Administrator or Paraplanner looking for a long-term, desk-based role in a friendly, well-established financial services firm? We're looking for a highly organised and professional individual with recent experience in a similar role to support a Mortgage & Protection Adviser. This is an exciting opportunity to join a small, close-knit Independent Financial Adviser (IFA) firm, where your skills will make a real difference to client outcomes. Key Responsibilities:

• Provide full administration and paraplanning support for a whole-of-market mortgage and protection adviser
• Prepare documentation, submit applications, and ensure all cases progress efficiently from inception to completion
• Call qualified leads, arrange call-backs, and book client meetings
• Liaise with advisers, lenders, and solicitors to keep clients fully updated throughout the process
• Manage case files in line with GDPR and compliance standards
• Conduct mortgage and protection research using Xplan Mortgage, preparing draft recommendations for the adviser
• Produce compliant and detailed suitability reports
• Maintain accurate records and manage your own workflow with minimal supervision

What You'll Bring:

• Minimum 2 years' recent experience in mortgage administration or paraplanning (whole-of-market preferred)
• Ideally CeMAP or CF6 qualified (minimum Level 3 mortgage qualification)
• Strong understanding of the mortgage and protection process
• Excellent telephone manner and client communication skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, Teams) and the ability to quickly learn in-house systems (e.g. Curo)
• Exceptional attention to detail, organisation, and time management skills
• Ability to work well under pressure and manage high volumes of tasks

 Benefits:

• 33 days' holiday (including bank holidays)
• Generous non-contributory pension scheme (after 3 months)
• Death in service benefit - 4x salary (after probation)
• Modern, air-conditioned offices with full kitchen, dining facilities, and gym
• Free secure on-site parking
• Supportive, professional working environment

If you're ready to bring your mortgage administration expertise to a respected and stable financial services firm, apply now or contact Lizzie at Four Squared Recruitment - or .