Established in 2000, we are a small independent mortgage and financial advice firm that has, over the past 24 years, grown organically and we now manage the needs of a large client bank.
Covering the whole of the South West and further afield, we pride ourself on offering a service which is second to none and encompasses all areas of Financial Servicesmortgage and financial planning. including will writing, powers of attorney and close links with preferred Estate Agents and solicitor companies.
After an internal promotion, we are now looking for a part time office-based administrator to join our friendly team.
Are you the right person for the job?
- A minimum of two years experience working in a similar role within the Financial Services sector.
- Highly effective time management and organisational skills.
- Excellent communication and interpersonal skills (verbal and written).
- Ability to work under pressure.
- Good literacy and numeracy skills with a strong attention to detail.
- Basic understanding of Microsoft Excel, Word, and Outlook.
What will your role look like?
- Part time flexible hours working from our Taunton office.
- First point of contact for our clients, handling telephone and email enquiries.
- Preparing new business and client review packs for client meetings.
- Managing correspondence and maintaining accurate client files.
- Contacting investment & mortgage providers to resolve queries and chase new business progress.
- Data entry including recording new business opportunities, and fees/commissions from providers.
What can you expect in return?
- 20 days holiday (pro rata). plus bank holidays
- Friendly and supportive working environment.
- Free on-site parking.
- Casual dress code.
- Company events
- Support towards industry qualifications.
- Minimum 16-hour week with potential to increase hours to fit business needs.