Mortgage Administrator and Personal Assistant

Personal Assistant (PA) and Mortgage AdministratorMortgage and Financial ServicesEssex or Swansea Part time: Approx 25 hoursSalary: £35-38k FTEWe are working with a fantastic Mortgage Brokerage, on their search for an experienced PA / Mortgage Administrator.This is a trusted, remote, part-time role suited to someone who values autonomy, flexibility, and being trusted to do their job properly without micromanagement.There would be the expectation to meet and work with the MD or Ops Director locally on occasions. This is a senior support role. You will sit at the heart of the business, acting as the connective glue between advisers, the operations team, clients, lenders, solicitors, insurers, and professional partners.Key Responsibilities• Managing mortgage and protection cases from initial enquiry through to completion• Handling inboxes and professional client correspondence• Booking and coordinating travel and diaries for MD and Head of Ops• Booking and coordinating appointments and adviser diaries• Chasing, organising, and reviewing client documentation• Updating CRM systems, trackers, and pipeline reports accurately• Liaising with lenders, solicitors, insurers, and introducers• Supporting compliance checks and file preparation• Ensuring records are accurate, complete, and audit-ready• Spotting inefficiencies and suggesting improvements to workflows and client journeysSkills and ExperienceThis role is best suited to someone with previous experience as a Personal Assistant, ..... full job details .....