Personal Assistant

Mortgagesandlife; Harrow; On-site; GBP 40,000 - 60,000; Part time

Job summary

A financial services firm is seeking a Personal Assistant to support the principal in maintaining client records, preparing documentation, and managing diaries. The role requires previous administration experience and good organisational skills. Located in Harrow, this part-time position offers £13 per hour and a supportive office culture.

Benefits

Full training and support provided

Supportive office culture

Qualifications

• Previous administration experience in a financial services company preferable.
• Located within 30 minutes of Harrow.

Responsibilities

• 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.

Skills

Good organisation skills

Attention to detail

Administration experience

Job description

About the Firm

Mortgage & Life Limited helps 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.
• 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 you will 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.

Seniority

• Seniority level: Entry level

Employment type

• Employment type: Part-time

Job function

• Job function: Administrative

Mortgage & Life Limited are an appointed representative of The Openwork Partnership. We are one of the UK\'s largest and longest established financial advice networks.