Are you a highly organised and motivated individual looking for a new challenge? Do you have a background in finance, admin, or property and a passion for providing excellent customer service? We’re looking for a talented Personal Assistant to join our dynamic team, working remotely with a small but thriving brokerage specialising in residential and specialist property finance.

Quick Snapshot

Job Type: Full-time, Permanent

Salary: £35k basic + bonus

Firm: Residential and Specialist Property Finance Brokerage

Location: Remote, UK

Work Schedule: 7:30am – 3:30pm (Monday-Friday)

Language: English

Full description

They are a small but thriving brokerage based in the North West, who deal with residential and specialist property finance. The firm have excellent customer reviews and provide only the best service to their clients, taking pride in their personal and dynamic approach.

The company do not work on too many ‘vanilla’ mortgages. They work on commercial, limited company and complex mortgages. Experience in this is going to be an advantage.

More details will be provided on the client’s full job spec, that we can send over to any candidate that matches the requirements. You will have some PA duties and the scope for progression is also very much available.

Ideal working hours will be 7:30am – 3:30pm to make sure the company’s inbox has been prioritised and is ready for the rest of the team to begin.

Personal Assistant Responsibilities

• Assist with administrative tasks, such as keeping track of personal and business email accounts and diaries.
• Manage communications and correspondence on the employer’s behalf, including writing letters, emails, and other documents.
• Maintain and arrange records and documents across several platforms in a compliant manner.
• Perform research and collect data.
• Communicate with both new and current customers via phone and email, scheduling appointments, and serving as the initial point of contact for all incoming correspondence to the company.
• Coordinate with mortgage lenders, insurance providers, and other vendors, handling daily enquiries and information requests, some of which may be complicated.
• Oversee the client journey from start to finish.

Experience Needed to Become a Personal Assistant;

• Background in finance, admin or property is needed
• CeMAP is a bonus, but not necessary
• Must be tenacious and able to adapt to change
• Must be extremely well-organised while also being a great front-of-house representative, courteous, and excellent on the phone.

Benefits of Being a Personal Assistant;

• Basic salary up to 35k
• Opportunity to progress into a mortgage advisor
• Monday-Friday
• Fully remote

If you are a Personal Assistant interested in the above, please apply.