Responsibilities

• Supporting clients throughout their mortgage and insurance journey
• Managing client communications and follow-ups
• Preparing welcome packs and client care materials
• Organising documentation and maintaining accurate records
• Managing internal systems and keeping tasks up to date
• Assisting with client retention activities and annual reviews
• Helping coordinate surveys, testimonials and referrals
• Supporting marketing initiatives and social media activity
• Assisting the team with day-to-day business administration
• Looking for ways to improve processes and enhance the client experience

Requirements

• Naturally organised and highly detail-oriented
• Warm, friendly and confident communicating with people
• Professional whilst remaining approachable and down to earth
• Self-motivated and able to manage your workload independently
• Comfortable using technology and learning new systems
• A strong communicator both written and verbal
• Someone who genuinely cares about delivering outstanding service
• Positive, proactive and always willing to help

Benefits

• Free parking
• On-site parking