Paraplanner | Knight Frank Finance

Who are we

Knight Frank Finance operates as a specialist division of Knight Frank LLP, delivering bespoke property finance solutions to clients across the UK and international markets. Headquartered at Knight Frank’s Global HQ at 55 Baker Street, London, the business forms part of one of the world’s leading independent real estate consultancies, combining the strength of a global network with deep expertise in complex lending.

At the core of Knight Frank Finance is a commitment to providing more than traditional mortgage advice. The team offers a comprehensive range of property finance services, including large loan arrangements, equity release and highly tailored funding structures designed to meet the sophisticated needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. Through long-standing relationships with private banks and lenders, the business is recognised as a market leader in the large-loan and complex financing space.

Clients are central to everything Knight Frank Finance delivers. Built on trust, discretion and a deep understanding of individual circumstances, each relationship is approached with care and precision. By combining unrivalled market insight with decades of collective experience, the team is able to provide clear, strategic guidance across Prime Central London, the Home Counties and key international markets, consistently delivering exceptional, personalised outcomes.

Knight Frank Finance’s people are integral to its success. Bringing together a highly experienced and collaborative team, the business fosters an environment where expertise, innovation and client focus thrive. Working closely with colleagues across Knight Frank’s global network, the team contributes to a seamless, end-to-end client experience, ensuring access to exclusive opportunities and best-in-class advice.

Through its specialist knowledge, global reach and unwavering focus on client outcomes, Knight Frank Finance continues to set the standard in high-value property lending, supporting clients in achieving their property ambitions now and into the future. Learn more about what sets us apart here.

About The Role

Knight Frank Finance is the independent mortgage and protection advisory arm of Knight Frank; the world's largest privately owned global real estate consultancy. We provide bespoke mortgage and protection solutions to high-net-worth and international clients, delivering the exceptional service and professionalism associated with the Knight Frank brand.

We are looking to hire an organised and proactive Paraplanner to support our team of Certified Mortgage Advisers. This is an excellent opportunity for someone with mortgage and/or protection administration experience looking to develop their career within a premium financial services environment.

The Role

Working closely with advisers, administrators and compliance teams, you will play a key role in ensuring a seamless client journey from initial enquiry through to completion. Your support will allow advisers to focus on client relationships and business development while maintaining high levels of service and regulatory compliance.

Key Responsibilities

• Support advisers with client meeting preparation, illustrations and documentation
• Complete fact finds and prepare suitability letters
• Submit mortgage applications and manage lender communications
• Collect and review client documentation
• Accurately maintain client records and case information on the CRM system
• Ensure all cases meet compliance and AML requirements
• Monitor application progress and update advisers and clients as required
• Act as a key point of contact for clients throughout the mortgage process
• Work closely with administration and compliance teams to ensure timely case completion
• Identify opportunities to refer clients for insurance, protection and foreign exchange services

What We're Looking For

Essential

• Previous experience in mortgage and/or protection administration
• Strong organisational skills with the ability to manage multiple priorities
• Excellent attention to detail
• Ability to work effectively under pressure and meet deadlines
• Strong communication and client service skills
• Experience using CRM systems and Microsoft Office applications
• A collaborative and team-focused approach

Desirable

• Experience supporting Mortgage Advisers or Financial Advisers
• Understanding of mortgage compliance and AML processes
• Experience working with international or high-net-worth clients
• Ability to speak an additional European language, such as would be highly advantageous:
  • French
  • Spanish
  • Portuguese
  • Italian

What You'll Bring

• A proactive and professional approach
• Strong relationship-building skills
• Excellent organisational and administrative abilities
• A commitment to delivering outstanding client outcomes
• A personable and engaging communication style

Why Join Us?

• Be part of a globally recognised property and financial services brand
• Work alongside experienced mortgage professionals
• Exposure to high-value and international client transactions
• Collaborative and supportive team environment
• Opportunities for professional development and career progression

Interested in joining Knight Frank Finance? We'd love to hear from you. Apply today to become part of a team dedicated to delivering exceptional client service and market-leading advice.

Competitive Salary

Please note: this is a Direct Search led by Knight Frank. Applications from recruitment agencies will not be accepted nor will fees be paid for unsolicited CVs, even if provided by PSL agencies.