Office Location: 67 Bird Hall Lane, Cheadle Heath, Stockport, SK3 0XA
Salary: £25,500–£30,000 per year (pro-rata for 40 hours)
Hours: 24–25 hours per week
About the Role
Knox Mortgages is seeking a highly organised, people-focused and genuinely proactive Personal Assistant & Mortgage Administrator to support the day-to-day operations of our growing brokerage.
We are specifically looking for someone who doesn’t wait to be told what to do, but instead takes ownership, spots what needs doing and gets ahead of tasks before they become problems.
You’ll assist the Director and the team with admin, client communication, CRM management and operational support to keep everything running smoothly.
This is a part-time, in-person role with clear potential to grow into a full-time position as the business expands.
For the right person, there is also genuine long-term progression into senior operations roles or even becoming a qualified mortgage adviser, with training and support available.
Who We Are
Knox Mortgages is a dynamic UK mortgage brokerage specialising in first-time buyers, self-employed clients, property investors and clients on visas. We’re FCA-regulated and known for our personable approach, clear communication and commitment to high-quality service.
Key ResponsibilitiesPersonal Assistant & Office Support
- Provide organised, proactive PA support to the Director
- Manage calendars, inboxes, follow-ups and task prioritisation
- Coordinate team meetings, adviser training sessions and business events
- Handle enquiries relating to telecoms, IT, HR, payroll, pensions and software
- Act as a key point of contact for clients, advisers and external partners
- Handle sensitive information confidentially
Mortgage Administration
- Liaise with clients, lenders and solicitors to collect documents and progress cases
- Create client files and prepare documentation for external compliance audits
- Manage the mortgage/protection CRM systems (Smartr365 & Go High Level)
- Ensure all case notes, compliance records and updates are accurate and FCA-compliant
- Manage leads and book appointments into advisers’ diaries
- Collate fact-find details and prepare case summaries
Customer Service
- Answer phone calls and respond to client queries
- Maintain strong relationships with clients, advisers and partners
- Assist clients with onboarding, documentation and updates
Marketing & Business Support
- Review company social media to ensure on-brand messaging
- Support the marketing team with ideas, deadlines and progress tracking
- Assist with event planning and execution
- Help put together financial information, send invoices and chase payments where needed
- Use online project management tools to organise tasks
What We’re Looking ForEssential
- Proven experience as a Personal Assistant, Office Manager, or Mortgage Administrator
- Naturally proactive attitude , you anticipate needs, take initiative and stay ahead of tasks
- Excellent communication skills (written and verbal)
- Strong organisational and time-management skills
- Tech-savvy with confidence learning new systems
- High attention to detail
- Ability to work independently and prioritise workload
- Confidentiality and professionalism
- Full UK driving licence and ability to travel for events
- Experience in mortgages, insurance or financial services
Desirable
- Experience with Go High Level, or Twenty7Tec
- PA diploma/certification
- Customer service experience
Values We Expect
- Proactive – you see what needs doing and get it done
- Positive – friendly, optimistic, solution-focused
- Professional – reliable, trustworthy and organised
- Personal – good with people and strong relationship management
Benefits
- Flexible part-time working hours
- Clear progression to full-time employment
- Long-term progression opportunities, including the path to becoming a qualified mortgage adviser (CeMAP support available)
- Casual dress
- On-site parking
- Regular company events
- Supportive, friendly team environment
Job Types: Part-time, Permanent
Pay: £13.50-£14.50 per hour
Benefits:
Application question(s):
- Are you able to work in person at our Stockport office?
- Are you familiar with any of the following platforms?
- Smartr365
- Go High Level
- Twenty7Tec
- None of the above
- Why would you be good for the role?
- How many years of mortgage administration experience do you have? (Please don't apply if you don't have any!)
Work Location: Hybrid remote in Cheadle Heath SK3 0XA
