Administration Assistant

Administration Assistant

Location: Kensington
Company: AA Mortgage Gateway
Employment Type: Full-Time / Part-Time

AA Mortgage Gateway is a mortgage and finance brokerage business.

Salary & Benefits

● Competitive salary dependent on experience.

● Training and development opportunities.

● Career progression within a growing mortgage brokerage.

● Supportive and friendly working environment.

About the Job

AA Mortgage Gateway is seeking a highly organised and proactive Secretary / Administrator to support the day-to-day running of our mortgage and finance brokerage business. The successful candidate will play a key role in ensuring applications progress efficiently by liaising with clients, lenders, solicitors, estate agents, and other third parties while providing excellent administrative support.

Reporting to: Managing Director / Mortgage Adviser
Department: Mortgage & Protection Administration

Key Responsibilities

Administration & Office Support

● Manage daily office administration and ensure efficient workflow.

● Handle incoming and outgoing correspondence, including emails, telephone calls, and post.

● Maintain accurate client records and electronic filing systems.

● Prepare and issue letters, reports, and other business documents.

● Schedule appointments, meetings, and client consultations.

● Maintain compliance records and documentation.

Client & Third-Party Liaison

● Act as a primary point of contact for clients throughout the mortgage application process.

● Liaise with banks, building societies, lenders, solicitors, estate agents, surveyors, and insurance providers.

● Obtain required documentation from clients and third parties.

● Follow up on outstanding information and provide regular progress updates.

● Assist in resolving queries and ensuring smooth communication between all parties.

Mortgage & Finance Administration

● Complete mortgage, protection, and finance application forms accurately.

● Package and submit applications to lenders and other financial institutions.

● Track application progress and maintain detailed case notes.

● Request and review supporting documentation, including identification, income ● evidence, bank statements, and property information.

● Assist advisers with case preparation

● Monitor pipeline cases to ensure timescales and deadlines are met.

Compliance & Record Keeping

● Ensure all client files are maintained in accordance with company procedures and regulatory requirements.

● Maintain confidentiality and data protection standards.

● Support audits and compliance reviews as required.

This role is ideal for an organised individual who enjoys working in a fast-paced environment and helping clients navigate the mortgage process from application through to completion.

Requirements

Skills & Experience Required

Essential

● Previous experience in an administrative, secretarial, or customer service role.

● Excellent written and verbal communication skills.

● Strong organisational skills and attention to detail.

● Ability to manage multiple tasks and prioritise workload effectively.

● Proficient in Microsoft Office (Word, Excel, Outlook).

● Professional telephone manner and client-focused approach.

Desirable

● Previous experience within a mortgage brokerage, financial services, banking, estate agency, or legal environment.

● Knowledge of mortgage application processes.

● Familiarity with CRM systems and lender portals.

● Understanding of compliance and regulated financial services environments.

Personal Attributes

● Professional and presentable.

● Reliable and trustworthy.

● Strong attention to detail.

● Confident communicator.

● Able to work independently and as part of a team.

● Positive attitude with a willingness to learn.

To apply, please click Apply Now

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