Administration & Client Service (core duties)
Managing our bespoke mortgage CRM (Active CRM) — checking, updating and keeping records accurate, and coordinating data in Excel
Handling incoming leads and website enquiries, booking appointments into advisers' diaries
Answering calls and client queries as a warm, professional first point of contact
Collating client files and inputting information accurately into the CRM
Preparing financial information, sending invoices and chasing payments as required
Liaising with lenders, solicitors, insurers and introducers
Supporting advisers with day-to-day administration and compliance paperwork
Organising tasks and tracking progress to keep applications moving
Planning and arranging company events
Finding creative ways to support the business and its directors
Handling sensitive information with complete discretion and confidentiality
Social Media & Marketing (part of the role)
Creating, scheduling and managing engaging content across Facebook, Instagram, TikTok and LinkedIn
Producing simple, eye-catching images and posts using basic design tools
Engaging with our audience and building an active online community
Keeping all marketing on-brand and on-message, working with the wider team on ideas and deadlines
Using GoHighLevel for lead-nurture sequences, funnels, automations, email campaigns and booking funnels
Monitoring analytics and trends to improve performance and shape our approach
