At a Glance
- Tasks: Manage our mortgage CRM, handle client queries, and create engaging social media content.
- Company: Dynamic company focused on innovative mortgage solutions and client service.
- Benefits: Flexible hours, creative work environment, and opportunities for professional growth.
- Other info: Exciting role with a chance to develop your skills in a supportive atmosphere.
- Why this job: Join a vibrant team and make a real impact in client service and social media marketing.
- Qualifications: Experience in administration and social media management is a plus.
The predicted salary is between 27900 - 34100 £ per year.
Administration & Client Service (core duties)
- Managing our bespoke mortgage CRM (Active CRM) — checking, updating and keeping records accurate, and coordinating data in Excel
- Handling incoming leads and website enquiries, booking appointments into advisers' diaries
- Answering calls and client queries as a warm, professional first point of contact
- Collating client files and inputting information accurately into the CRM
- Preparing financial information, sending invoices and chasing payments as required
- Liaising with lenders, solicitors, insurers and introducers
- Supporting advisers with day-to-day administration and compliance paperwork
- Organising tasks and tracking progress to keep applications moving
- Planning and arranging company events
- Finding creative ways to support the business and its directors
- Handling sensitive information with complete discretion and confidentiality
Social Media & Marketing (part of the role)
- Creating, scheduling and managing engaging content across Facebook, Instagram, TikTok and LinkedIn
- Producing simple, eye-catching images and posts using basic design tools
- Engaging with our audience and building an active online community
- Keeping all marketing on-brand and on-message, working with the wider team on ideas and deadlines
- Using GoHighLevel for lead-nurture sequences, funnels, automations, email campaigns and booking funnels
- Monitoring analytics and trends to improve performance and shape our approach
Administrator (with Social Media experience) in Dunfermline employer: J&T Business Consulting
J&T Business Consulting is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Hemel Hempstead. With a strong commitment to employee growth, we provide ongoing training and development opportunities, ensuring our team members can advance their careers while working on impactful projects across diverse sectors. Join us to be part of a supportive environment where your expertise is valued and your contributions make a real difference.
Contact Details:
J&T Business Consulting Recruitment Team
We think you need these skills to ace Administrator (with Social Media experience) in Dunfermline
CRM Management
Data Entry
Excel Proficiency
Client Communication
Appointment Scheduling
Financial Administration
Compliance Knowledge
