Mortgage Paraplanner

Mortgage Planner - 12-Month Maternity Cover (with opportunity for permanent role at the end)

First Time Finance · Fully Remote (with quarterly London team events) · £33,000 basic salary + quarterly bonus

About Us

First Time Finance is a specialist mortgage brokerage for visa holders and foreign nationals building their lives in the UK. The mortgage system wasn't built for people who've moved here - most high-street lenders simply turn them away. We're the people who say yes.

We've secured £150M+ in mortgages, helped 500+ families into their first UK home, and hold a 4.9-star Trustpilot record - and we do it with a level of care and support most brokers can't match.

We're now looking for a Mortgage Planner to join us on a 12-month maternity cover contract, working alongside our advisers to keep cases moving and clients genuinely looked after. For the right person, this is more than temporary cover - if you show us what you can do and excel over the 12 months, there's a strong chance the role could become a permanent, full-time position.

The Role

You'll be the engine behind our advisers - researching options, building strong cases, and making sure every client feels supported from the very first step. Day to day you'll:

• Work closely with our advisers to research lender options and place cases with the right lender
• Review client documents and prepare packages to progress
• Complete full checks and income calculations
• Respond to early-stage client questions and help guide people through the start of their journey

What You'll Bring

• 2+ years in mortgage case management, planning or a similar role is required
• A full understanding of how lender criteria and income calculations work is required
• Previous advising or paraplanning experience (preferred, not essential)
• A warm, client-first manner - many of our clients have been told "no" elsewhere, so how we make them feel matters as much as what we arrange
• A "how could we make this work?" mindset - you look for the route to yes before settling for no

You don't need to know visa-holder criteria yet - full training on the specialist side is provided. If you know your way around lender criteria and income calcs and you genuinely care about clients, we'll teach you the rest.

🌱 Why Join First Time Finance?

• Remote working, with quarterly London team events - all expenses paid
• Competitive salary plus performance bonus - £33,000 basic + quarterly bonus
• A supportive, values-led team that genuinely cares about clients
• Modern, tech-driven systems and processes
• Real room to grow your career as we scale as a fast-growing company