Administrator (with Social Media experience)

Administration & Client Service (core duties)

• Managing our bespoke mortgage CRM (Active CRM) — checking, updating and keeping records accurate, and coordinating data in Excel
• Handling incoming leads and website enquiries, booking appointments into advisers' diaries
• Answering calls and client queries as a warm, professional first point of contact
• Collating client files and inputting information accurately into the CRM
• Preparing financial information, sending invoices and chasing payments as required
• Liaising with lenders, solicitors, insurers and introducers
• Supporting advisers with day-to-day administration and compliance paperwork
• Organising tasks and tracking progress to keep applications moving
• Planning and arranging company events
• Finding creative ways to support the business and its directors
• Handling sensitive information with complete discretion and confidentiality Social Media & Marketing (part of the role)
• Creating, scheduling and managing engaging content across Facebook, Instagram, Tik. Tok and LinkedIn
• Producing simple, eye-catching images and posts using basic design tools
• Engaging with our audience and building an active online community
• Keeping all marketing on-brand and on-message, working with the wider team on ideas and deadlines
• Using Go. High. Level for lead-nurture sequences, funnels, automations, email campaigns and booking funnels
• Monitoring analytics and trends to improve performance and shape our approach