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
6d
Senior Analyst – Financial Crime Compliance – Ongoing Monitoring
Saffery —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Communication skills
- Profit sharing
- Annual leave
Team Assistant
Pzena Investment Management —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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
Executive Director, Managing Counsel
Janus Henderson —London
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Assistant Director, M&A Finance, EFT, M&A
Deloitte —London
- Full-time
- Hybrid work
- Master's degree
- Presentation skills
- Bachelor's degree
Legal Secretary
Mallory Pryce —London
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Customer Success Manager
Incisive Media —London
- Hybrid work
- Sales
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Quick apply
Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design
Deloitte —London
- Hybrid work
- Business development
- Analysis skills
- Bachelor's degree
- Life insurance
Corporate Tax Assistant Manager
Grant Thornton UK LLP —London
- Full-time
- Microsoft Office
- Communication skills
- Tax experience
- Employee discount
Head Office Accountant
Enfinium —London
- IT
- Employee assistance programme
- Employee discount
7d
Audit Assistant Manager, Not
Saffery —London
- Full-time
- Hybrid work
- Microsoft Word
- Accounting
- Organisational skills
- Profit sharing
- Annual leave
23h
Property Portfolio Manager
ROSEMOUNT —London
- £26,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Associate - Private Client Offshore (3-5 PQE)
Wedlake Bell —London
- Full-time
- Hybrid work
- English
- Annual leave
- Employee assistance programme
CASS & Safeguarding FS Assistant Audit Manager
Grant Thornton UK LLP —London
- Full-time
- Project management
- Financial services
Assistant Manager, Debt Advisory
Interpath Advisory —London
- Full-time
- Hybrid work
- Analysis skills
- Financial services
Quick apply
2d
Assistant Sales Manager Watford
Glyn Hopkin —Watford
- Sales
1d
Senior Client Operations Associate
Meredith Brown Associates —London
- Financial services
- Communication skills
1d
Paralegal – Private Client
Mallory Pryce —Redhill
- From £28,000 a year
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply
9d
Solicitor/Associate - Regulatory & Data
DAC Beachcroft —London
- Hybrid work
Quick apply

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Administration Assistant

AA Mortgage Gateway
Kensington

Quick apply

Job details

Part-time
From £16 an hour
6 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

Refine Your Search

assistant to financial adviser jobs in brent, eng

Administration Assistant

Senior Analyst – Financial Crime Compliance – Ongoing Monitoring

Team Assistant

Client Servicing - Core Support team

Executive Director, Managing Counsel

Assistant Director, M&A Finance, EFT, M&A

Legal Secretary

Customer Success Manager

Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design

Corporate Tax Assistant Manager

Head Office Accountant

Audit Assistant Manager, Not

Property Portfolio Manager

Associate - Private Client Offshore (3-5 PQE)

CASS & Safeguarding FS Assistant Audit Manager

Assistant Manager, Debt Advisory

Assistant Sales Manager Watford

Senior Client Operations Associate

Paralegal – Private Client

Solicitor/Associate - Regulatory & Data

I want to receive the latest job alerts for assistant to financial adviser in brent, eng

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