Administration assistant to financial adviser Work, Jobs in Brent, Eng (with Salaries)

Administration Assistant
AA Mortgage Gateway —Kensington
- From £16 an hour
- Part-time
- CRM software
- Microsoft Office
- Organisational skills
Quick apply
5d
Client Servicing - Core Support team
Financial Lifestyle Management —London
- £30,000 - £32,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
Property Portfolio Manager
ROSEMOUNT —London
- £26,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Head Office Accountant
Enfinium —London
- IT
- Employee assistance programme
- Employee discount
5d
Marketing Assistant
Foster Denovo —London
- Hybrid work
- Employee discount
8d
Paralegal – Private Client
Mallory Pryce —Redhill
- From £28,000 a year
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply
7d

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Administration Assistant
AA Mortgage Gateway —Kensington
Excellent communication skills and a confident telephone manner. Handle client enquiries via phone and email in a professional manner.
From £16 an hour
Quick apply
5d
Senior Analyst – Financial Crime Compliance – Ongoing Monitoring
Saffery —London
Agile working policy giving you the option to work from home for up to 3 days per week. Staff have access to health assessments, cancer screenings and health…

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Administration Assistant

AA Mortgage Gateway
Kensington

Quick apply

Job details

Part-time
From £16 an hour
5 days ago

Qualifications

CRM software
Lead generation
Microsoft Office
Organisational skills
Financial services
Communication skills
Time management

Full job description

Part-Time Administrator / Secretary (Mortgage Broker)Job Overview

We are looking for a professional and organised Part-Time Administrator/Secretary to support a busy mortgage brokerage. This role is key to ensuring the smooth running of the business by assisting advisers with client administration, managing documentation, and coordinating appointments. The ideal candidate will be a strong communicator with the ability to engage clients and help generate and convert leads.

Key Responsibilities

Manage day-to-day administrative tasks within a mortgage brokerage environment
Complete detailed client fact-finds to support mortgage and protection advice
Request, collect, and organise client documents (e.g. bank statements, payslips, ID)
Ensure all client files are accurate and compliant with industry regulations
Arrange and coordinate appointments for mortgage advisers
Maintain and update CRM systems and client records
Handle client enquiries via phone and email in a professional manner
Support advisers throughout the mortgage application process
Assist with lead generation activities and follow up enquiries to help convert leads into appointments
Liaise with lenders, solicitors, and other third parties where required

Key Skills & Requirements

Excellent communication skills and a confident telephone manner
Strong organisational and time management skills
Ability to manage sensitive financial information with confidentiality
Attention to detail, particularly when handling compliance documentation
Ability to work independently and prioritise workload in a part-time role
Proficient in Microsoft Office and CRM systems

Desirable Experience

Previous experience in a mortgage brokerage, estate agency, or financial services environment
Familiarity with mortgage processes and documentation requirements
Experience in lead generation and conversion
Knowledge of compliance procedures within financial services

Personal Attributes

Professional, friendly, and client-focused
Proactive and self-motivated
Reliable with a strong work ethic
Able to build rapport with clients and support business growth

Pay: From £16.00 per hour

Application question(s):

Please do not apply if you don’t have relevant experience.

Experience:

Administration : 4 years (required)

Work Location: In person

Quick apply

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administration assistant to financial adviser jobs in brent, eng

Administration Assistant

Client Servicing - Core Support team

Property Portfolio Manager

Head Office Accountant

Marketing Assistant

Paralegal – Private Client

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