At a Glance
- Tasks: Manage mortgage cases and coordinate schedules for senior management.
- Company: Dynamic Mortgage Brokerage with a focus on flexibility and autonomy.
- Benefits: Competitive salary, part-time hours, and remote work options.
- Other info: Enjoy a trusted role with opportunities for professional growth.
- Why this job: Be a key player in a supportive team and make a real impact.
- Qualifications: Experience in administration and strong organisational skills.
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...
