Salary
Pay: £30,000-£32,000 per year depending on age and experience
This is dependent on age and experience. Salary will also be reviewed subject to satisfactory probation period.
Job Specification
- An excellent opportunity is available for a Full-Time, Monday to Friday 8:30am to 4:30pm per day . Part-time can be considered on a pro rata bases. Trainee Personal Assistant/Administrator to join a highly reputable, whole of market Mortgage and restricted Insurance broker firm. This job is office based ONLY in Kidlington, High Street.
- You will be responsible for supporting the current Mortgage Consultants. Applicants will need to be a quick learner, be able to work as part of a team, highly motivated & professional.
- Company incentives - Life Cover and Income Protection insurance provided. 28 days holiday, to include bank Holidays and Christmas close down. There is free public car parking nearby.
Responsibilities
- Manage new potential Clients.
- Liaising with Clients, Lenders, Solicitors & Estate Agents.
- Creating case files & ensuring we have all necessary paperwork
- Calculating client incomes and expenses, completing templates
- Using varies processes including 360, NAS and Teams
- Communicating through a variety of channels including telephone, post, email & face to face.
- Adhere Data Protection, Financial Crime & Anti-Money laundering legislation & complete assessments.
Skills & Experience
- Previous admin experience essential, training as required will be provided.
- Willingness to learn new systems & processes as required.
- Must have excellent computer skills and be able to navigate around different systems
- Ability to work quickly in a busy & fast paced varied environment.
- Ability to work as part of a team.
- Ability to work on their own.
- Organised, immaculate attention to detail & exceptional filling, organisational & prioritisation abilities, to meet strict deadlines.
- Can be given a range of tasks but can prioritise the urgent tasks to meet the desired deadlines.
- Excellent interpersonal skills, first class communication skills & ability to liaise confidently & professionally at all time using own initiative.
- Energetic, enthusiastic, team player and good sense of humour.
Pay: £30,000.00-£32,000.00 per year
Benefits:
- Company pension
- Free parking
- Life insurance
Work Location: In person
