via reed · 8 July 2026 ·3 days ago

Mortgage Administrator & Personal Assistant

KFS Recruitment
Essex Part-time
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Personal Assistant (PA) and Mortgage Administrator

Mortgage & Financial Services

Essex or Swansea

Part time: Approx 25 hours

Salary: £35-38k FTE

We are working with a fantastic Mortgage Brokerage, on their search for an experienced PA / Mortgage Administrator.

This is a trusted, remote, part-time role suited to someone who values autonomy, flexibility, and being trusted to do their job properly without micromanagement.

There would be the expectation to meet and work with the MD or Ops Director locally on occasions.

This is a senior support role. You will sit at the heart of the business, acting as the connective glue between advisers, the operations team, clients, lenders, solicitors, insurers, and professional partners.

Key Responsibilities

  • Managing mortgage and protection cases from initial enquiry through to completion

  • Handling inboxes and professional client correspondence

  • Booking and coordinating travel and diaries for MD and Head of Ops

  • Booking and coordinating appointments and adviser diaries

  • Chasing, organising, and reviewing client documentation

  • Updating CRM systems, trackers, and pipeline reports accurately

  • Liaising with lenders, solicitors, insurers, and introducers

  • Supporting compliance checks and file preparation

  • Ensuring records are accurate, complete, and audit-ready

  • Spotting inefficiencies and suggesting improvements to workflows and client journeys

Skills and Experience

This role is best suited to someone with previous experience as a Personal Assistant, Mortgage Administrator, Case Manager, or Operations Assistant within mortgage or financial services.

  • Strong understanding of mortgage or financial services processes

  • Strong understanding of diary management and senior leadership workloads

  • Comfortable using CRMs, lender portals, and document management systems

  • Values calm, clear communication and consistent follow-through

  • Takes pride in being dependable and doing things properly

  • Naturally builds trust with clients and professional partners

  • Highly organised, proactive, and detail-focused

  • Confident chasing clients, lenders, and solicitors professionally

  • Strong compliance mindset

Benefits
  • Flexible, part-time working hours

  • Ability to spread hours across the week to suit childcare or family commitments

  • Remote working with some travel around the UK

  • Opportunity to grow into a senior role

  • Supportive, non-corporate working environment focused on trust and quality

This listing is from reed. View original listing ↗

The market for this type of role

Similar openings
7
Administration roles in Essex
Full-time
80%
of Administration roles in the UK
Remote possible
2%
of Administration roles
KFS Recruitment

19 open positions · Altrincham, Berkhamsted, Birmingham, Cardiff, Essex +3

📊 Administration · the UK
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Frequently asked questions

How many Administration jobs are available in Essex?
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Do Administration roles offer remote work?
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