Liaising with clients, lenders, solicitors, and estate agents to progress applications smoothly
Preparing and submitting mortgage applications
Tracking cases from submission through to completion
Ensuring all compliance and documentation requirements are met
Maintaining accurate and up-to-date client records
. Providing administrative support to senior advisors, including diary management and travel planning
Handling correspondence, calls, and emails on behalf of management
Preparing reports, presentations, and other business documents
Assisting with client meeting preparation and follow-up
Managing general office tasks and supporting broader team initiatives
Job Type: Part-time
Pay: From 6,912.00 per year
Expected hours: 12 per week
Benefits:
Bereavement leave
Casual dress
Company pension
Financial planning services
Work from home
Schedule:
Flexitime
Work Location: In person
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