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  • Office Administrator
    Office Administrator
    2 days ago
    Part-time
    London

    Job Overview We are looking for a professional and organised Part-Time Administrator/Secretary to support a busy mortgage brokerage. This role is key to ensuring the smooth running of the business by assisting advisers with client administration, managing documentation, and coordinating appointments. The ideal candidate will be a strong communicator with the ability to engage clients and help generate and convert leads. Key Responsibilities • Manage day-to-day administrative tasks within a mortgage brokerage environment, • Complete detailed client fact-finds to support mortgage and protection advice, • Request, collect, and organise client documents (e.g., bank statements, payslips, ID), • Ensure all client files are accurate and compliant with industry regulations, • Arrange and coordinate appointments for mortgage advisers, • Maintain and update CRM systems and client records, • Handle client enquiries via phone and email in a professional manner, • Support advisers throughout the mortgage application process, • Assist with lead generation activities and follow up enquiries to help convert leads into appointments, • Liaise with lenders, solicitors, and other third parties where required Key Skills & Requirements • Excellent communication skills and a confident telephone manner, • Strong organisational and time management skills, • Ability to manage sensitive financial information with confidentiality, • Attention to detail, particularly when handling compliance documentation, • Ability to work independently and prioritise workload in a part-time role, • Proficient in Microsoft Office and CRM systems Desirable Experience • Previous experience in a mortgage brokerage, estate agency, or financial services environment, • Familiarity with mortgage processes and documentation requirements, • Experience in lead generation and conversion, • Knowledge of compliance procedures within financial services Personal Attributes • Professional, friendly, and client-focused, • Proactive and self-motivated, • Reliable with a strong work ethic, • Able to build rapport with clients and support business growth

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