Personal Assistant to Director - Brighton, United Kingdom - Your Mortgage Room
1 month ago
Description
Job description
YOUR MORTGAGE ROOM
Personal Assistant & Administrator
At Your Mortgage Room, we focus on our customers and strive to give the most positive experience to assist them to achieve their financial goals this is demonstrated through our Google reviews.
We are aiming to achieve a larger presence on social media platforms and are looking forward to growing our business further into 2023.
We are shortly coming up to our two year anniversary and working to implement new strategies, with a strong emphasis on providing our clients with a 'stress free' experience.
As a Personal Assistant to the Director of Your Mortgage Room, you will be providing support to her across all aspects within the business.
To succeed within this role, you will need to be able to demonstrate attention to detail, exercise outstanding time management skills, build on new and existing client relationships and work a robust schedule, which, in turn, will allow you to monitor your own professional progress.
Current hours are 9:00 - 14:00 Monday - Friday, and will involve, but are not exclusive to:- Building and maintaining client files to remain compliant under the FCA.
- Liaising with new and existing clients daily.
- Booking appointments and monitoring diaries.
- Understanding the different requirements for client scenarios such as firsttime buyers, home movers and buy to let landlords, specialist lending, business insurance, including personal insurances
- Liaising with solicitors internal and externally.
- Daytoday management of submitted cases and sales progression.
- Liaising with our accountant handlers from HL Partnership when required
- Invoicing solicitors & clients.
- Checking and providing monthly reports for business development.
- Helping to maintain relationships with new and existing introducers.
- Carrying out general business administrative requirements.
- Supporting a mortgage and protection advisor when required.
There will be an element of self-learning with the systems we use, however, inhouse support and training will be provided.
There will be a requirement of training and you will be expected to work alongside team members until a competent status has been achieved, at which point home working may be adopted.
Desirable Qualifications:
Experience within the financial industry - Mortgage Services
Business and Administration Level 2 or above
Driving Licence
Job Type:
Part-time
Part-time hours: 25 per week
Salary:
£10.50-£14.50 per hour
Benefits:
- Company events
- Flexitime
- Profit sharing
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Yearly bonus
COVID-19 considerations:
NA.
Ability to commute/relocate:
- Brighton: reliably commute or plan to relocate before starting work (required)
Experience:
- Administrative: 1 year (required)
Work Location:
One location
Reference ID:
Mortgage Administration/Personal Assistant
Expected start date: 01/04/2023
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