PA/Mortgage Paraplanner

City

£30-38,000

An opportunity has arisen with a friendly, professional and successful City firm

Duties will include:

• Working closely with the MD of the business
• Manging in-box/emails
• Scheduling appointments/managing diary
• Compliance administration
• GDPR administration
• Some HR Administration - staff records, holidays and sickness etc
• Managing office, meeting and greeting visitors
• Office supplies/facilities
• Mortgage Paraplanning - researching the best products to support the clients needs
• General insurance & protection administration
• Keeping CRM system up to date

Candidate criteria:

• Mortgage experience (intermediary background/knowledge of different lenders and their criteria)
• Strong organisation and administration
• Time management/able to multi-task
• Trustworthy and reliable
• Good communicator/professional telephone manner
• Friendly team player

Additional information:

• Monday to Friday, 9-5.30
• Office based, London, City
• Salary: £30-35,000
• 20 days holiday + birthday, rising to 25 days
• Cashplan/workplace pension
• Staff bonus, paid at Christmas