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An opportunity to join a fast-paced, successful & growing business located in Essex has arisen for an Executive Personal Assistant & Minute Taker. This role will have a hybrid arrangement with 3 days in the Colchester office and requires someone who has flexibility to travel to other business locations around the Essex area & the City of London. The successful candidate will provide assistance to a 'C' suite executive so that they can fulfil their daily business or personal responsibilities. Duties will include administrative tasks such as planning and scheduling events, taking minutes, handling correspondence, managing personal calendars, collating of MI and analysing information. As an Executive PA, over half of your time will include providing support and facilitation for meetings, including the taking and circulating of minutes. Key Responsibilities Adhere to all company policies and procedures. Continuously identify areas for improvement and provide potential solutions to the company and reduce costs. Delivering good outcomes for customers and putting the customer's interests first. Ensure the customer understands what we sell and support the customer in any way possible. To act as the confidential and personal Executive PA, providing a high-level secretarial service which will include organising meetings, minute-taking and producing complex documentation in a timely manner and drafting correspondence in relation to standard requests etc. Interpret information accurately to produce high quality minutes, comply with legislation and meet statutory deadlines. Support for meetings which could include arranging dates, room bookings and preparation of agendas, note taking and any other related tasks. To act as 'front of house' for the board member, undertaking activities such as filtering telephone calls, receiving documents, correspondence and messages, and responsible for ensuring information is forwarded in an efficient and timely manner. To have access, as required to emails to manage their inbox, highlighting any urgent emails or urgent actions arising from them. To produce/prepare documentation in a variety of formats including Word, Excel, PDF, PowerPoint and other reports including confidential material. To assist with the preparation, drafting and production of documentation for Executive and Board papers. Maintain an accurate and efficient electronic and paper filing system and be responsible for records management including archiving whilst improving paperless working by scanning to a central secure location. Keep a record of receipts for any credit card purchases to collate and send to the Finance department monthly. Ensure that the appearance of their own office is kept tidy and well organised. Be responsible for ensuring that agendas/papers are prepared sufficiently in advance for meetings and that minutes are accurate. Responsible for the dissemination of information either in advance or after the meeting and for following up actions directly with those who have been assigned actions, to ensure that agreed next steps are carried out in a timely manner. Scheduling appointments and organising diary entries. Editing to completion drafts and compositions produced. Setting reminders for meetings, appointments and other important tasks. Making travel and hotel arrangements. Taking notes at meetings, preparing the minutes and subsequently distributing to all participants. Liaising with other members of staff and external parties such as clients and Senior Management team. Preparing expense reports and maintaining a filing system Skills & Competencies Excellent communication skills and customer/service delivery focused. Ability to manage time effectively, work under pressure and meet deadlines. Excellent timekeeping and presentation of self & work. Strong interpersonal and negotiation skills. Articulate & Numerate. Analytical and ability to solve problems. Identify problems & communicate accordingly. Excellent attention to detail. Highly organised with an ability to prioritise and deliver allocated tasks. Ability to work alone and as part of a team. Positive can-do attitude and strong team ethic. Escalate any conflicting work requests. Comply with FCA and audit requirements. Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA). Be positive, enthusiastic and motivational about what you do! Experience Required Experience of working in a senior administrative capacity with a good telephone manner. Experience working with an Executive Team or Board Director. Administration or equivalent experience of working in a senior administrative capacity. Experience with recording minutes and taking notes is essential
Job Title: Mortgage Administrator (Office Based) Location: Office based role in Colchester, Essex. Department: Mortgage Administration Support Target: Administratively sound candidates with experience of Customer Service in a telephone based setting. Rewards: £21K Basic Salary plus Bonuses and Benefits (OTE £30K). Hours: Mon-Fri 9.00 AM - 5.30 PM. Timeline: Immediate Interviews & Start date The New Homes Group: The New Homes Group as part of the Connells Group, has the enviable reputation of being the UK'S leading new homes specialist. Through our range of individual brands we specialise in facilitating the sales of new homes working with housebuilders, lenders and a nationwide network of estate agents. We offer a broad range of Mortgage Services together with Part Exchange, and Assisted Move. We work with most of the UK's top 20 housebuilders. In 2023 we handled over 15,000 mortgage applications. Our Helpline teams and Mortgage and Protection Advisers have considerable knowledge and experience of mortgage products that are particularly geared towards the new homes market, as well as having established relationships with key mortgage lenders. As part of our 2024 expansion plans, we are now looking to appoint additional individuals, who will have the opportunity to earn an industry leading salary package, and an unrivalled opportunity for career development and promotion, within The New Homes Group. Mortgage Services Case Owner responsibilities: You will be part of a team who are responsible for proactively managing customers' mortgage applications, which will involve keeping in regular contact with our clients and housebuilders, delivering high levels of customer service at all times. As a Mortgage Services Case Owner, you will possess a proven track record in customer services industry, with experience in customer contact by telephone, with excellent interpersonal skills and an ability to work effectively on your own as well as in the team environment Required Knowledge, skills and qualifications: Previous customer service experience essential. Previous telephone based call centre experience preferred. Ideally some experience of working within Financial Services, but not essential. Detail conscious with experience of working in an office based, administrative environment. Motivated to meet and exceed personal targets and customer service standards. Excellent inter-personal skills, with outstanding telephone manner and strong listening skills. Highly competent Microsoft Office user, including Excel, Word and Outlook. Benefits: Permanent Full Time Role. Unrivalled opportunities for progression, promotion and personal development in an expanding and market leading business. Defined promotional tiers with significant basic salary and commission rate uplifts. 28 days paid holiday including Bank Holidays. (Plus get your birthday off once passed probation). Contributory workplace pension. 24 hour Wellbeing Employee Assistance Programme Death in service cover. Access to discounts platform, Perks at Work. Access to self-funded Health Care plan. Discounted medical assessment Health Screening. Discount on Nuffield Gym Membership. Discounts on estate agency, mortgage and surveying services. Salary Sacrifice Personal Car Leasing Scheme available. (T&Cs Apply) If this role sounds of interest please forward your CV by clicking Apply Now or call Darren Robins on 01206-984811
Mortgage Advisor - Hybrid - Colchester / Ipswich PRIMIS Mortgage Network are seeking a number of experienced CAS M and P Mortgage Brokers to join an ELITE PRIMIS Mortgage Network partner firm who operate a nationwide Mortgage Advisory operation servicing an abundance of predominantly Southern based leads introduced to this busy and highly successful partner firm. The firm are one of the largest Mortgage and Protection businesses within the vast PRIMIS Mortgage Network and a business we are proud to be in partnership with. The 2 vacancies we have for the firm are in their remortgage / customer retention team as M and P brokers. The firms contracted introducers consist of numerous key relationships nationally with Blue Chip Housing developers, Financial Services focused Estate Agency businesses and more - The firm offer advice to their introducers customers all over the UK. Base salary of between £25,000 and £30,000 DOE and negotiable with OTE of £60,000 The firm are based in Colchester - The role is Hybrid with 1 day per week working out of Colchetser. This business only take the very base advisors - candidates must be CAS M and P Underwrites to base salary whilst pipeline building can be provided The successful candidates will have achieved Competent Advisor Status and be an existing high performing and experienced broker. PRIMIS Mortgage Network - a wholly owned subsidiary of the highly respected parent business - LSL Property Services plc, are the largest dedicated Mortgage and Protection Network in the UK with some 3000 advisers across some 950 mortgage firms. The PRIMIS network of ARs offer Mortgage and Protection advisory services through numerous avenues to include Specialist Mortgage Advisory businesses, Accountancy practices, Mortgage Shops, businesses supporting High Street Estate Agency, on-line Brokers, New Build specialist organisations with affinities with major housing developers, on-line Estate Agency - the list goes on. Applications / approaches will be exclusively managed by James McNee of PRIMIS Mortgage Network / LSL's internal recruitment function We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know. PRIMIS Mortgage Network / LSL Property Services are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website.