Work with accuracy to update and maintain computerised record systems to input, extract and amend data and information.
Maintain a basic understanding of service activities in order to minute/note take at meetings, recognising where appropriate the confidentiality of matters discussed.
Our established client in Bridgwater are currently looking for a Accounts Manager to join their team on a permanent basis starting as soon as possible!
The main duties (but not limited to) are the following
Overseeing and controlling a portfolio of clients to ensure compliance for tax and accounting purposes.
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a highly successful financial services brokerage, who specialise in property finance solutions for HNW clients in both residential and commercial property.
You will be assisting with mortgage administration, keying mortgage applications; preparation of client files; liaising with clients, solicitors, lenders etc.
Applicants will need to be highly professional, being comfortable dealing with a wide range of clientele, including High Net Worth and UHNW individuals.
Working Pattern: Part Time - 9.30am - 2.30pm Monday - Friday (flexible on hours 20 - 30 negotiable)
Work-life balance - part time working pattern, allowing you to maintain a healthy work-life balance, 22 days of annual leave, plus Bank Holidays, convenient location with free on-road parking, statutory pension scheme and friendly, welcoming team.