At a Glance
- Tasks: Manage mortgage cases and coordinate schedules for senior management.
- Company: Dynamic Mortgage Brokerage offering a supportive remote work environment.
- Benefits: Flexible part-time hours, competitive salary, and autonomy in your role.
- Other info: Enjoy a trusted role with opportunities for professional growth.
- Why this job: Be the vital link in a thriving business and make a real difference.
- Qualifications: Experience in administration and strong organisational skills required.
The predicted salary is between 40000 - 40000 £ per year.
Personal Assistant (PA) and Mortgage Administrator Mortgage Financial Services Essex or Swansea Part time: Approx 25 hours
Salary: £35-38k FTE We are working with a fantastic Mortgage Brokerage, on their search for an experienced PA / Mortgage Administrator.
This is a trusted, remote, part-time role suited to someone who values autonomy, flexibility, and being trusted to do their job properly without micromanagement.
There would be the expectation to meet and work with the MD or Ops Director locally on occasions.
This is a senior support role.
You will sit at the heart of the business, acting as the connective glue between advisers, the operations team, clients, lenders, solicitors, insurers, and professional partners.
Key Responsibilities
- Managing mortgage and protection cases from initial enquiry through to completion
- Handling inboxes and professional client correspondence
- Booking and coordinating travel and diaries for MD and Head of Ops
- Booking and coordinating appointments and adviser diaries
- Chasing, organising, and reviewing client documentation
- Updating CRM systems, trackers, and pipeline reports accurately
- Liaising with lenders, solicitors, insurers, and introducers
- Supporting compliance checks and file preparation
- Ensuring records are accura...
Mortgage Administrator & Personal Assistant in Essex employer: KFS Recruitment
Join a dynamic Mortgage Brokerage that prioritises flexibility and autonomy, making it an excellent employer for those seeking a meaningful role in Essex or Swansea. With a supportive work culture that values trust and independence, employees enjoy opportunities for professional growth while being integral to the business's success. The part-time nature of this position allows for a balanced work-life experience, complemented by the chance to collaborate closely with senior management.
