Mortgage Office Administrator — Growth & Flex Hours

AA Mortgage Gateway Ltd.; Greater London; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Performance bonus

Training & development

Career progression

Supportive environment

Job summary

AA Mortgage Gateway is a London-based mortgage and protection brokerage that is seeking a Secretary/Office Administrator to support advisers and management. You will maintain client records, manage diaries, and handle communications to ensure smooth day-to-day operations in Kensington.

The role emphasizes organisation, accuracy, and a professional telephone manner, with responsibilities spanning mortgage processing support, client onboarding, and marketing/communications to help sustain a

Qualifications

• GCSEs (or equivalent) including English and Maths.
• Business Administration qualification desirable.
• CeMAP knowledge or experience within mortgage services would be advantageous but not essential.

Responsibilities

• Manage incoming and outgoing telephone calls, emails, and correspondence.
• Maintain accurate client records and filing systems.
• Prepare letters, reports, meeting notes, and other business documents.
• Manage office diaries, appointments, and meeting schedules.
• Handle incoming and outgoing post.
• Act as the first point of contact for clients and introducers.
• Welcome clients attending face-to-face meetings.
• Schedule appointments and follow up on enquiries.
• Maintain regular communication with clients throughout the mortgage process.
• Obtain and organise client documentation.
• Assist advisers with mortgage and protection applications.
• Chase lenders, solicitors, estate agents, surveyors, and clients for updates.
• Upload and organise documentation through lender portals.
• Monitor case progress and maintain accurate records.
• Assist with preparing compliance documentation and suitability records.
• Manage social media updates and company communications.
• Support networking events and business development activities.
• Help maintain the company website and online presence.
• Prepare marketing materials and client newsletters.
• Ensure all information is handled in accordance with GDPR regulations.
• Assist with audit and compliance requirements.
• Maintain confidentiality of client information at all times.
• Coordinate office meetings and events.
• Assist with recruitment administration when required.
• Support directors and advisers with additional administrative projects.

Skills

Excellent communication

Organisation

Time management

Telephone manner

Microsoft Office

Teamwork

Attention to detail

Education

GCSEs English & Maths

Business Admin qualification

CeMAP knowledge (advantage)

Tools

CRM systems

Microsoft Office

Job description

AA Mortgage Gateway is a London-based mortgage and protection brokerage that is seeking a Secretary/Office Administrator to support advisers and management. You will maintain client records, manage diaries, and handle communications to ensure smooth day-to-day operations in Kensington.

The role emphasizes organisation, accuracy, and a professional telephone manner, with responsibilities spanning mortgage processing support, client onboarding, and marketing/communications to help sustain a