Job Overview:

We are seeking an experienced UK Mortgage Specialist for a remote, outsourced role. You will take full ownership of end-to-end case management—from post-fact-find to offer and completion—ensuring strict FCA compliance and freeing the adviser to focus on client relationships and growth. Strong knowledge of UK mortgage processes, lender portals, and live-case management is required. 

Schedule: Remote, Full Time | Mondays to Fridays, 9:00 am to 5:00 pm (UK Time), with a 1-hour unpaid break (40 hours per week).

Responsibilities:

• Mortgage Administration & Case Management: Create, manage, and maintain cases on Stonebridge Revolution and my CRM SMARTR365.
• Package and submit mortgage applications to lenders and complete client details on our CRM – SMARTR365.
• Upload all supporting documentation to the lender portals and save documents to our OneDrive folder, ensuring that the applications are accurate, complete, and compliant before submission
• Monitor lender SLAs and proactively chase cases through to mortgage offer whilst keeping clients updated throughout the process
• Compliance & Documentation: Complete all required Stonebridge compliance tasks on Revolution.
• Ensure suitability letters, disclosures, and supporting documents are correctly uploaded and recorded, and maintain clean, audit-ready files in line with FCA and Consumer Duty requirements.
• Flag any compliance or lender policy issues to the adviser promptly
• Lenders: Liaise with lenders as required and chase valuations, underwriting queries, mortgage offers, exchange, and completion.
• Create streamlined, fully compliant case management on Stonebridge Revolution that drives faster completions with minimal lender queries and significantly reduces adviser admin workload.
• Client Communication: Serve as the professional post-advice contact for clients, clearly requesting required documentation and providing timely progress updates throughout the process.
• Systems & Experience Required: Experience with UK mortgage lenders and their online portals and knowledge of FCA compliance and regulated mortgage advice environments

Requisites:

• Minimum 1+ years of experience as a UK mortgage administrator or para-planner
• Highly organized, detail-oriented, and proactive
• Comfortable managing multiple cases simultaneously
• Strong written and verbal English communication skills
• Able to work independently and meet strict deadlines

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health insurance for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the ‘Contact Us’ form on our official BruntWork website.