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PA/Mortgage Paraplanner
City
£30-38,000
An opportunity has arisen with a friendly, professional and successful City firm
Duties will include:
- Working closely with the MD of the business
- Manging in-box/emails
- Scheduling appointments/managing diary
- Compliance administration
- GDPR administration
- Some HR Administration - staff records, holidays and sickness etc
- Managing office, meeting and greeting visitors
- Office supplies/facilities
- Mortgage Paraplanning - researching the best products to support the clients needs
- General insurance & protection administration
- Keeping CRM system up to date
Candidate criteria:
- Mortgage experience (intermediary background/knowledge of different lenders and their criteria)
- Strong organisation and administration
- Time management/able to multi-task
- Trustworthy and reliable
- Good communicator/professional telephone manner
- Friendly team player
Additional information:
- Monday to Friday, 9-5.30
- Office based, London, City
- Salary: £30-35,000
- 20 days holiday + birthday, rising to 25 days
- Cashplan/workplace pension
- Staff bonus, paid at Christmas
