This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions.

This established, whole-of-market firm prides itself on providing tailored, unbiased advice to every client. They are driven by a passion for helping clients achieve their financial dreams while fostering a supportive and positive culture.

As a Mortgage Paraplanner, you will work closely with the planner to manage a variety of cases, ensuring clients receive the highest level of service at every stage of their mortgage journey.
Your role will include liaising with lenders and clients, managing mortgage cases efficiently, and contributing to a seamless and stress-free client experience.
You'll need a thorough understanding of the mortgage process, a detail-oriented mindset, and exceptional communication skills to support brokers in delivering outstanding results.

Mortgage Paraplanner Key Responsibilities

• Support Mortgage Brokers with administrative and case management tasks.
• Liaise with lenders, clients, and other third parties to ensure smooth case progression.
• Handle mortgage applications from submission to completion.
• Maintain accurate records and manage compliance requirements.
• Proactively resolve issues and keep clients updated throughout the process.
• Deliver a client-first approach, going above and beyond to exceed expectations.
  
  The Mortgage Paraplanner Package
• Location: Office-based in Newton Mearns (with flexibility to work from home)
• Salary: Up to £45k Depending on experience
• Training: Fully funded CeMAP qualification and other professional development opportunities.
• Work Environment: State-of-the-art office with parking
  
  Mortgage Paraplanner Skills and Experience Required
• Minimum 1 year of experience as a Mortgage Administrator, Case Manager, Mortgage Paraplanner or Mortgage Advisor
• Strong verbal and written communication skills.
• Excellent attention to detail and organisational skills.
• Confident handling lender and client communications.
• Self-motivated, proactive, and client-focused.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.