About the Firm
At Mortgage & Life limited, they help clients navigate through the mortgage journey, providing advice and recommendation across mortgage and protection products. With a team of experienced advisers, they ensure each client is cared for and guided throughout the process.
About the Role
As a personal assistant at Mortgage & Life Limited, you’ll play a key part in supporting the principal of the firm with every aspect of the business from helping to maintaining accurate client records, preparing essential documentation and managing diaries to ensure a smooth running of the business and contributing to delivering an exceptional client experience.
The benefits for a Personal Assistant
* Part time position 3 days per week from 9am to 5pm.
* £13 per hour.
* Fixed term contract for 1 year.
* Office based role.
* Immediate start available.
* Supportive office culture with full training and support provided.
Your responsibilities as a Personal Assistant
* Handle incoming calls and emails, ensuring timely and professional responses.
* Support the principal with the efficient running of the business.
* Efficient and effective diary management.
What will you need to succeed as a Personal Assistant
* Previous administration experience in a financial services company preferable.
* Located within 30 minutes of Harrow.
* Good organisation skills and attention to detail.
Mortgage & Life Limited are an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.
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