Mortgage & Marketing Assistant in Westbury

Mortgage & Marketing Assistant in Westbury

Westbury Full-Time On-site
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I am really excited to let you know that we are growing our team.

At Lisa Parmley Mortgage Management, we're fortunate to work with wonderful clients who trust us with some of the biggest decisions they'll ever make.

As our business continues to grow, we're looking for a very special person to join us as a Mortgage & Marketing Assistant.

This isn't a traditional admin role.

We're looking for someone who genuinely loves helping people, thrives on organisation, pays attention to the smallest details and takes pride in delivering exceptional service every single day.

You'll be helping us deliver the warm, personal service that we're known for.

What you'll be doing

You'll become an important part of our client journey, helping us deliver the high-touch, personal service we're known for.

Your responsibilities will include:

  • Supporting clients throughout their mortgage and insurance journey
  • Managing client communications and follow-ups
  • Preparing welcome packs and client care materials
  • Organising documentation and maintaining accurate records
  • Managing internal systems and keeping tasks up to date
  • Assisting with client retention activities and annual reviews
  • Helping coordinate surveys, testimonials and referrals
  • Supporting marketing initiatives and social media activity
  • Assisting the team with day-to-day business administration
  • Looking for ways to improve processes and enhance the client experience

About you

You don't need mortgage experience for this role.

What matters most is your attitude, personality and willingness to learn.

You'll be:

  • Naturally organised and highly detail-oriented
  • Warm, friendly and confident communicating with people
  • Professional whilst remaining approachable and down to earth
  • Self-motivated and able to manage your workload independently
  • Comfortable using technology and learning new systems
  • Someone who genuinely cares about delivering outstanding service
  • Positive, proactive and always willing to help

You'll fit right in if...

  • You enjoy taking ownership of your work
  • You love creating organised systems and processes
  • You notice things that others miss
  • You care about people as much as tasks
  • You enjoy variety and no two days being the same
  • You take pride in doing a great job

What you'll get in return

We're a modern, supportive and growing business that truly values its people.

You'll enjoy:

  • A friendly and welcoming team environment
  • Meaningful work that genuinely helps people
  • Ongoing training and development
  • The opportunity to help shape and grow the role
  • A business culture built on trust, quality and respect

Most importantly, you'll be joining a company that believes in doing the right thing, putting clients first and creating a positive environment where people enjoy coming to work.

We're a small team with big ambitions and strong traditional values. We believe in:

Going above and beyond

Building genuine relationships

Making things simple and stress-free

Creating an outstanding client experience

Wiltshire

Part-time position (15 hours/2 days per week)

"I'm incredibly proud of the service we provide our clients, and now we're looking for the next person to help us make that experience even better."

#J-18808-Ljbffr

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Contact Details:

Lisa Parmley Mortgage Management Recruitment Team