
Virtual Assistant to Work with Mortgage Advisor (ongoing)
- or -
Post a project like this£20/hr(approx. $27/hr)
- Posted:
- Proposals: 44
- Remote
- #2713090
- Expired
Virtual Assistant, Social Media Management 9 IG, FB & Tiktok), Lead Generation Specialist, LinkedIn Management Specialist, Transcription, Recruitment, Data Entry Expert, Researcher

Admin, Email Marketing, Virtual Assistant, Copy typing, Transcribing, Business Analyst, Project Manager, ISO 9001, ISO 27K, website design, video editing, social media management

TOP CERT Virtual Assistant, Data Analyst, Proofreader, Excel, Word and PowerPoint Trainer

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Description
Experience Level: Expert
I am an experienced Mortgage Advisor based in the UK, and require an assistant to support my business for the forseeable future.
The role will require the individual to work approximately 3-5 hours per day, for 3 days per week.
The main tasks will include:-
- Writing/ formatting letters to clients.
- Updating client database.
- Working with the advisor to research and source the best finance solution.
- Drafting email replies to send to advisor
- Summarising monthly expenses.
- Contacting various banks and lenders for mortgage case updates.
The ideal candidate should have excellent grasp general administrative tasks, and some experience of financial services/ mortgages would be beneficial, but not essential. Should be based with +/- 2 hours GMT
Rate per hour: £10-20 dependent on individual skill, and long term committment.
The role will require the individual to work approximately 3-5 hours per day, for 3 days per week.
The main tasks will include:-
- Writing/ formatting letters to clients.
- Updating client database.
- Working with the advisor to research and source the best finance solution.
- Drafting email replies to send to advisor
- Summarising monthly expenses.
- Contacting various banks and lenders for mortgage case updates.
The ideal candidate should have excellent grasp general administrative tasks, and some experience of financial services/ mortgages would be beneficial, but not essential. Should be based with +/- 2 hours GMT
Rate per hour: £10-20 dependent on individual skill, and long term committment.

Mark M.
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Last project
30 Apr 2025
United Kingdom
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