Personal Assistant to Director

Personal Assistant to Company Director/ Mortgage Advisor Are you looking to join a growing mortgage advisory business at an exciting stage of its journey? At Upperton Advice, we are passionate about helping clients navigate the path to homeownership with clear, straightforward advice. We are now looking for a motivated individual to join the team as a Personal Assistant. About the Role This is an opportunity to step into a varied and rewarding role. You’ll be working directly with the business owner (Elliot Beesley) to support day-to-day operations and provide an exceptional experience for our clients. Your responsibilities will include: Processing mortgage applications and managing client paperwork. Relationship management, communicating with clients and introducers to ensure they’re informed and supported throughout the process. Handling phone calls and emails, providing a friendly and professional point of contact. Managing leads and prospects with the goal of booking appointments. Collating information and preparing client files for compliance checks. Supporting with financial tasks such as sending invoices and chasing payments when requested. Organising tasks and tracking progress. Managing and updating the CRM database to ensure data is accurate and up to date. Handling sensitive information confidentially. Identifying creative ways to support the business and the director. This list of duties is not exhaustive, and flexibility is required in terms of what the PA may be required to undertake in order to deliver rounded support to the director. Working Hours Part-time role: Monday, Tuesday, Wednesday. Flexibility may be offered for the right person. Based in the office; Unit 224, Foundry, 78 The Beacon, Eastbourne, BN21 3NW. Once trained and confident in systems and processes, hybrid working may be possible. Ability to commute/relocate: Eastbourne, BN21 3NW: reliably commute or plan to relocate before starting work (required). About You This role is ideal for someone who: Is organised, detail-oriented, and able to manage multiple tasks efficiently. Enjoys working with people and providing excellent customer service. Is proactive, professional, and keen to learn. Has a genuine interest in the mortgage and financial services industry (experience is beneficial but not essential). Has experience with CRM systems, project management tools, and is tech-savvy. Is proficient in MS Office and English. Demonstrates discretion and confidentiality. Career Development Opportunities For the right person, progression within the role could be an option if desired. Why Join Us? Be part of a friendly and ambitious business where your work will make a real impact. Join at the ground level, with the chance to shape and grow alongside the business. Benefit from a flexible role with opportunities for career progression and additional income. Benefits: Casual dress. Company events. Commission for referred business. Flexible schedule for the right person. Hybrid working from home once trained on systems and processes. Location: Unit 224, Foundry, 78 The Beacon, Eastbourne, BN21 3NW. Job Types: Part-time, Permanent. Pay: From £13.00 per hour. Expected hours: 21 per week. Additional pay: Commission pay. Benefits: Casual dress. Company pension. Ability to commute/relocate: Eastbourne BN21 3NW: reliably commute or plan to relocate before starting work (required). Application question(s): Please use this section as your covering letter. Why do you think you will be a good fit for the job? Please complete this question/section. Work Location: In person. Reference ID: Personal Assistant to Company Director/ Mortgage Advisor.

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