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Swoop Recruitment logo

Paraplanner

Swoop Recruitment
Posted 2 hours ago
🇿🇦South Africa🏠Remote📁Finance
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Paraplanner / Mortgage Administrator

📍 Remote (South Africa-based) | 🕘 UK Hours | 💼 Full-time, Permanent | 💵R25,000–R30,000 per month


We are delighted to be partnering with a highly respected, independent UK mortgage and protection advisory firm to recruit a talented Paraplanner / Mortgage Administrator.


This is an exciting opportunity to join a professional, detail-driven business that prides itself on delivering exceptional client outcomes, often working with high-net-worth individuals and maintaining the highest standards of compliance and service.


The Opportunity

Working remotely from South Africa, you will play a pivotal role supporting experienced Mortgage Advisers (operating in the UK), owning the process from case preparation through to completion. This is far more than a typical admin role; you will be central to ensuring a seamless, compliant and first-class client journey.


What You’ll Be Doing

  • Preparing and managing mortgage cases from research through to completion
  • Producing documentation, illustrations, and supporting materials for client meetings
  • Liaising with lenders, solicitors, valuers and other stakeholders
  • Acting as a key point of contact for clients and providers
  • Maintaining accurate CRM records and ensuring full compliance at every stage
  • Supporting advisers with pipeline management and case progression


What We’re Looking For

  • Experience in mortgage administration, paraplanning, or financial services support
  • Strong understanding of the UK mortgage process and compliance requirements
  • Exceptional attention to detail and organisational skills
  • Confident communicator, comfortable dealing with high-value clients
  • Self-motivated and able to thrive in a remote working environment
  • Proficient with CRM systems and Microsoft Office


Why Apply?

  • Join a high-quality, professional advisory firm that values precision and service excellence
  • Be part of a supportive and experienced team
  • Genuine long-term career development opportunities
  • Fully remote role with consistent UK working hours
  • Competitive salary package


If you’re looking to take the next step in your mortgage career within a respected UK firm, we’d love to hear from you.

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