Job Description

Location:

67 Bird Hall Lane, Cheadle Heath, Stockport, SK3 0XA

Salary:

25,500-30,000 per year (pro-rata for 40 hours)

Hours:

24-25 hours per week,

in person

About the Role

Mondo Mortgages is seeking a highly organised, proactive and people-focused Personal Assistant & Mortgage Administrator to support the day-to-day operations of our growing brokerage.

You'll assist the Director and adviser team with admin, client communication, CRM management and operational support to keep everything running smoothly.

This is a part-time, in-person role with clear potential to grow into a full-time position as the business expands.

For the right person, there is also

genuine long-term progression into senior operations roles or even becoming a qualified mortgage adviser

, with training and support available.

Who We Are

Mondo Mortgages is a dynamic UK mortgage brokerage specialising in first-time buyers, self-employed clients, property investors and clients on visas. We're FCA-regulated and known for our personable approach, clear communication and commitment to high-quality service.

Key ResponsibilitiesPersonal Assistant & Office Support

Provide organised, proactive PA support to the Director Manage calendars, inboxes, follow-ups and task prioritisation Coordinate team meetings, adviser training sessions and business events Handle enquiries relating to telecoms, IT, HR, payroll, pensions and software Act as a key point of contact for clients, advisers and external partners Handle sensitive information confidentially

Mortgage Administration

Liaise with clients, lenders and solicitors to collect documents and progress cases Create client files and prepare documentation for external compliance audits Manage the mortgage/protection CRM systems (Smartr365 & Go High Level) Ensure all case notes, compliance records and updates are accurate and FCA-compliant Manage leads and book appointments into advisers' diaries Collate fact-find details and prepare case summaries

Customer Service

Answer phone calls and respond to client queries Maintain strong relationships with clients, advisers and partners Assist clients with onboarding, documentation and updates

Marketing & Business Support

Review company social media to ensure on-brand messaging Support the marketing team with ideas, deadlines and progress tracking Assist with event planning and execution Help put together financial information, send invoices and chase payments where needed Use online project management tools to organise tasks

What We're Looking ForEssential

Proven experience as a Personal Assistant, Office Manager, or Mortgage Administrator Excellent communication skills (written and verbal) Strong organisational and time-management skills Tech-savvy with confidence learning new systems High attention to detail Ability to work independently and prioritise workload Confidentiality and professionalism Full UK driving licence and ability to travel for events

Desirable

Experience with Smartr365, Go High Level, or Twenty7Tec Experience in mortgages, insurance or financial services PA diploma/certification Customer service experience

Values We Expect

Proactive

- you see what needs doing and get it done

Positive

- friendly, optimistic, solution-focused

Professional

- reliable, trustworthy and organised

Personal

- good with people and strong relationship management

Benefits

Flexible part-time working hours (in-person role)

Clear progression to full-time employment

Long-term progression opportunities, including the path to becoming a qualified mortgage adviser (CeMAP support available)

Casual dress On-site parking Regular company events Supportive, friendly team environment
Job Type: Part-time

Pay: 25,500.00-30,000.00 per year

Expected hours: 25 per week

Benefits:

On-site parking
Experience:

Financial services: 3 years (required)
Work Location: In person