Senior Virtual Operations Assistant

---> About the Role

We are a UK-regulated mortgage and insurance brokerage operating under strict FCA compliance standards.

This is not a general VA role.
This is a structured financial operations position within a regulated, documentation-heavy environment.

We require a degree-qualified, financially literate, detail-driven professional to support mortgage and insurance case administration.

---> Minimum Requirements (Non-Negotiable)

-> Bachelor’s degree in Finance, Accounting, Economics, Banking, or Business (financial focus)
-> Strong written English
-> High attention to detail
-> Experience reviewing financial documents
-> Ability to follow structured processes

Preference given to candidates with UK mortgage or insurance experience.

---> Key Responsibilities

Mortgage Administration
-> Review client financial documents (bank statements, payslips, tax returns, company accounts)
-> Identify missing or inconsistent information
-> Prepare lender submission files
-> Upload documents to lender portals
-> Track underwriting conditions
-> Maintain accurate case notes and pipeline stages

Insurance Administration
-> Prepare insurer submissions
-> Track medical underwriting requirements
-> Monitor policy issue status
-> Record compliance documentation accurately

Compliance Support
-> Assist with AML/KYC checks
-> Complete compliance checklists in internal system (360 Lifecycle)
-> Ensure GDPR-compliant file storage
-> Cross-check fact finds and documentation for completeness

Operations
-> Maintain structured digital filing systems
-> Update CRM stages correctly
-> Prepare simple weekly case summaries
-> Escalate discrepancies immediately

---> Technical Understanding Required

-> DIP, LTV, ERC, affordability, underwriting
-> Financial document interpretation
-> Regulated compliance environments
-> Structured case workflows

---> Before We Can Consider Your Application (Mandatory)

-> Record a 3-minute Loom video (no exceptions) covering:
-> Your degree (subject, university, year)
-> Your experience in mortgage and/or insurance (UK preferred)
-> Examples of financial documents you’ve reviewed (bank statements, payslips, tax returns, company accounts, etc.)
-> How you ensure accuracy and avoid mistakes in a regulated environment
-> Why you want a long-term role with Triton Private Finance

-> In your written application, include:
-> Degree + university + graduation year
-> List of relevant roles (mortgage/insurance/finance)
-> Systems/tools used (CRM, lender portals, insurer portals, compliance tools)
-> A short bullet list of your key responsibilities in your most relevant role

-> Add this keyword at the top of your application so we know you read this:
-> “TPF-PRECISE”

Applications without Loom + the keyword will not be reviewed.

---> We Will Not Consider Applicants Who

-> Submit generic applications
-> Do not meet degree requirement
-> Avoid the Loom requirement
-> Cannot demonstrate financial literacy
-> Have only general VA experience with no financial background