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  • Secretary
    Secretary
    11 days ago
    Full-time
    London

    Job Description Secretary / Office Administrator AA Mortgage Gateway Job Title: Secretary / Office Administrator Location: Kensington, London Company: AA Mortgage Gateway Position Type: Full-Time AA Mortgage Gateway is an independent mortgage and protection brokerage that provides mortgage, protection, buy-to-let, commercial finance, and property finance solutions. We pride ourselves on delivering excellent customer service and building long-term relationships with our clients and business partners. Role Overview We are seeking a highly organised, professional, customer-focused Secretary/Office Administrator to support the business's day-to-day operations. The successful candidate will play a key role in ensuring the office runs smoothly, maintaining client relationships, supporting mortgage applications, and providing excellent administrative support to advisers and management. Key Responsibilities Administrative Duties • Manage incoming and outgoing telephone calls, emails, and correspondence., • Maintain accurate client records and filing systems., • Prepare letters, reports, meeting notes, and other business documents., • Manage office diaries, appointments, and meeting schedules., • Handle incoming and outgoing post. Client Support • Act as the first point of contact for clients and introducers., • Welcome clients attending face-to-face meetings., • Schedule appointments and follow up on enquiries., • Maintain regular communication with clients throughout the mortgage process., • Obtain and organise client documentation. Mortgage Processing Support • Assist advisers with mortgage and protection applications., • Chase lenders, solicitors, estate agents, surveyors, and clients for updates., • Upload and organise documentation through lender portals., • Monitor case progress and maintain accurate records., • Assist with preparing compliance documentation and suitability records. Marketing & Business Development Support • Manage social media updates and company communications., • Support networking events and business development activities., • Help maintain the company website and online presence., • Prepare marketing materials and client newsletters. Compliance & Data Protection • Ensure all information is handled in accordance with GDPR regulations., • Assist with audit and compliance requirements., • Maintain confidentiality of client information at all times. General Office Support • Coordinate office meetings and events., • Assist with recruitment administration when required., • Support directors and advisers with additional administrative projects. Person Specification Essential Skills • Excellent written and verbal communication skills., • Strong organisational and time-management abilities., • High attention to detail., • Professional and friendly telephone manner., • Ability to prioritise workload effectively., • Strong IT skills including Microsoft Office (Word, Excel, Outlook)., • Ability to work independently and as part of a team. Desirable Experience • Previous experience in a mortgage brokerage, financial services, banking, or estate agency environment., • Knowledge of mortgage application processes., • Experience using CRM systems., • Understanding of GDPR and compliance procedures. Qualifications • GCSEs (or equivalent) including English and Maths., • Business Administration qualification desirable., • CeMAP knowledge or experience within mortgage services would be advantageous but not essential. Personal Attributes • Professional appearance and manner., • Trustworthy and discreet with confidential information., • Proactive and self-motivated., • Positive, enthusiastic, and customer-focused., • Strong problem-solving skills. Salary & Benefits • Competitive salary dependent on experience., • Performance-related bonus opportunities., • Ongoing training and development., • Career progression opportunities within AA Mortgage Gateway., • Supportive and professional working environment. Working Hours Monday to Friday, 9:00 am – 5:30 pm, with occasional flexibility required to meet business needs. To apply, please submit your CV and a covering letter explaining why you would be a great fit for AA Mortgage Gateway.

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  • Revenue Consultant | Project-Based Assignments | Acelo Collective
    Revenue Consultant | Project-Based Assignments | Acelo Collective
    2 months ago
    £60 hourly
    Part-time
    Richmond

    Join the Acelo Collective, our network of experienced independent Revenue Practitioners. This is not a permanent role. Instead, you'll be considered for project-based client engagements that match your expertise, with assignments typically ranging from a few weeks to several months. About Acelo Acelo is the revenue partner for ambitious B2B businesses. We diagnose what's slowing growth, build the systems to fix it, and help clients create sustainable revenue momentum. Combining experienced operators, proven methodology and AI-enabled delivery, we help businesses generate revenue, retain customers and make better commercial decisions. The Opportunity We're looking for Senior Revenue Leaders who have built, led or transformed commercial functions and can step into client engagements with credibility from day one. You'll lead discovery, diagnose challenges, shape practical solutions and help clients implement meaningful change across sales, marketing, customer success and revenue operations. Supported by Acelo's methodology, proprietary tooling and AI-first approach, you'll focus on delivering outcomes, not just recommendations. Why Join the Acelo Collective? • Access to high-quality, pre-vetted client engagements, • Spend less time selling and more time delivering, • Flexible assignments alongside your existing portfolio, • Proven methodology, proprietary tooling and AI-enabled delivery, • Competitive day rates agreed per engagement, • Opportunity to work alongside experienced Practitioners who have led revenue functions themselves If you’ve carried the number, built teams and delivered commercial change firsthand, we’d like to hear from you.

    No experience
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