Our client is seeking a highly organised and proactive Personal Assistant to support a busy Mortgage Adviser. While previous experience in the mortgage industry is preferred, it is not essential. The ideal individual will be an enthusiastic and personable administrator, skilled in managing schedules and assisting with the daily operations of the business. This part-time role offers flexible hours to accommodate your routine. Initially, the position will require on-site training, with the option to transition to remote work afterwards.
Working hours
- During the training period, this position requires being site-based.
- After the training, this position will be fully remote
- Part-time position - working hours are flexible and to be discussed with the successful individual
The successful Personal Assistant will be offered:
Personal Assistant requirements:
- Experience in the mortgage industry is preferred
- Excellent written & verbal communication skills
- Meticulous with a keen eye for detail
- Positive & enthusiastic attitude with the ability to prioritise
- Ability to work under pressure and problem-solve
- Computer literate and familiarity with Microsoft Office
- Well-organised with excellent time-keeping
Key duties of the Personal Assistant will include but will not be limited to:
- Manage the advisor's calendar, schedule appointments, and handle communication such as emails and phone calls.
- Act as the first point of contact for clients, maintaining professional relations and providing updates on application statuses.
- Prepare mortgage applications, gather necessary documents, and ensure all paperwork is accurate.
- Ensure compliance with mortgage regulations and keep updated on any changes in industry standards.
- Coordinate with lenders and solicitors to facilitate the submission and progress of applications.
- Track deadlines, tasks, and follow-ups to ensure all actions are completed on time.
- Assist with organising marketing events, networking opportunities, and other special projects as needed.