Capital Assure
Client Liaison and Administration Assistant
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Capital Assure is a mortgage brokerage based in Rochester, Kent. We are an Appointed Representative of Kingsmead Financial Planning Ltd.
Job Opportunity: Client Liaison and Administration Assistant
We are looking for a Client Liaison and Administration Assistant to work remotely, 15 hours per week.
Flexible Hours
- The hours are genuinely flexible.
- Spread your hours across 2 or 3 days of the working week.
- Make calls during normal business hours.
- Admin work can be done whenever suits you, including evenings.
- Ideal for those needing a role that fits around school runs, another commitment, or family.
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Role Summary
- Mostly phone work.
- Call clients and enquiries to book appointments for our broker.
- Follow up on outstanding enquiries.
- Keep our CRM up to date.
- Spend the rest of the time on case administration.
- Keep client files accurate and complete.
Requirements
- This is not an advisory role.
- No mortgage qualifications or industry experience needed.
- We will teach you everything about the mortgages themselves.
Equipment and Setup
- Everything you need is supplied: laptop, screens, and a phone headset.
- Calls are made through software on the computer.
- No separate phone line to worry about.
- All you need at your end is a reliable internet connection and somewhere quiet to work.
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Key Qualities
- Confident and warm on the phone.
- Comfortable picking up the phone rather than emailing.
- Well organised.
- Genuinely happy doing careful admin.
Career Development
- This is a role that can develop.
- As you become more confident with our clients and processes, there is scope to take on wider responsibilities and additional hours.
Pay
- Pay is £13.00 to £16.00 per hour depending on experience.
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