Personal Assistant to Director Brighton, England
Job 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. Our culture is to be open, honest, upfront, and available for all clients. We are looking for someone with a similar drive to assist us. We offer a Hybrid working model and welcome innovative ideas along the way.
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 first-time buyers, home movers and buy to let landlords, specialist lending, business insurance, including personal insurances– in order to deal with direct enquiries.
- Liaising with solicitors internal and externally.
- Day-to-day management of submitted cases and sales progression.
- Liaising with our accountant handlers from HL Partnership when required
- Managing and fully utilising all elements within Microsoft Office, including excel, Outlook, 360 advisor and reporting, including email marketing campaigns.
- Researching pre underwriting queries for insurance applications.
- Assisting with administration for insurance applications.
- Marketing tasks including, weekly emails, calls to existing clients for remortgage opportunities, obtaining Google reviews and an element of social media.
- 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.
Our mortgage network HL Partnership will provide all support with systems, marketing, tutorials, etc.
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.
This position will be available from 1st April 2023
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
