Job Description

Role Overview

We are seeking a highly organised, proactive Personal Assistant to support the Directors of a dynamic mortgage advice company. This role is pivotal in ensuring the smooth running of executive operations, enabling the leadership team to focus on strategic growth and client service. The ideal candidate will be discreet, detail-oriented, and confident managing multiple priorities in a fast-paced environment.

At First Mortgage, excellence isn't just an ambition--it's a standard. In 2025 alone, we were honoured with three prestigious industry accolades: Best Broker for Tech Innovation, Best Broker for Customer Service, and Best Broker for Protection. These awards reflect our commitment to innovation, client satisfaction, and comprehensive financial support. As part of our team, you'll be contributing to a legacy of excellence that continues to set benchmarks across the UK mortgage industry.

Key Responsibilities

Executive Support

Manage diaries, schedule meetings, and coordinate appointments across internal and external stakeholders Prepare agendas, take minutes, and follow up on action items from leadership meetings Handle confidential correspondence and documentation with discretion

Operational Coordination

Liaise with internal departments to ensure timely delivery of reports, updates, and project milestones Support Directors with client onboarding, compliance documentation, and CRM updates Assist with preparation of presentations, reports, and proposals

Administrative Excellence

Organise travel arrangements, accommodation, and itineraries Maintain filing systems (digital and physical) and ensure document accuracy Monitor inboxes and respond to routine queries on behalf of Directors

Project & Event Support

Assist in planning company events, training sessions, and team offsites Track progress on strategic initiatives and provide status updates Support recruitment and onboarding processes for senior hires

Skills & Experience

Essential

Proven experience as a PA, EA, or similar role supporting senior leadership Excellent written and verbal communication skills Strong organisational and time-management abilities Proficiency in Microsoft Office Suite and CRM systems High level of discretion and professionalism

Desirable

Experience in financial services, mortgage advice, or regulated environments Familiarity with compliance processes and FCA guidelines Project coordination or event planning experience Experiencing handling social media platforms
Personal Attributes

Proactive and solution-oriented mindset Calm under pressure and adaptable to changing priorities Trustworthy, reliable, and committed to confidentiality Collaborative and approachable with a positive attitude

What We Offer

15-22 hours per week over 4/5 days depending on arrangement Competitive base salary of 30,000 - 35,000, pro-rata, depending on experience Structured career progression and leadership development Supportive, inclusive culture with a focus on wellbeing Access to cutting-edge tools and resources 23 days of annual leave plus bank holidays (pro-rata) 1 day working from home, post-probation Access to company healthcare scheme Pension contributions
Job Types: Part-time, Permanent

Pay: 30,000.00-35,000.00 per year

Expected hours: 15 - 22 per week

Work Location: Hybrid remote in Gateshead NE11 9SL