At a Glance
- Tasks: Manage deals, support the team, and handle administrative tasks in a dynamic environment.
- Company: Join a prestigious financial brokerage with strong ties to an international accountancy firm.
- Benefits: Competitive salary of £80,000-£120,000 plus uncapped bonuses and excellent benefits.
- Other info: Hybrid role based in Preston with opportunities for personal and professional growth.
- Why this job: Be part of a successful, award-winning business where your contributions are valued.
- Qualifications: Strong organisational skills and some experience in financial services or bookkeeping preferred.
The predicted salary is between 80000 - 120000 £ per year.
James George Recruitment has partnered with a highly successful Commercial Finance Brokerage, which also has an affiliation to a leading International Accountancy Firm. Following a period of sustained growth, they have created a new position for a Senior Partner to support the Partner based in the North West and assist the wider team with administrative tasks. This is a Hybrid role where you will be predominantly based at their office in the Preston area.
Responsibilities:
- Efficient management of deals being placed into the market for funding solutions as well as accounting administration work and managing calendars.
- Logging all new introductions onto the CRM database.
- Updating the CRM database to ensure the appropriate deal status is applied to each Prospect.
- Ensuring Key CRM tasks dates are observed and that the system is updated in a timely manner.
- Producing management reports at agreed intervals from the CRM database.
- Placing deals to Funders via direct portal access or other agreed method.
- Acting as the primary point of reference for all parties in respect of placed deals.
- Maintaining the Deal Flow Board.
- Taking on Invoicing and accounts package management.
- Keeping up to date BDM spreadsheets.
- Experian searches.
- PA responsibilities for the Partner including managing diary and making travel arrangements.
To be successful in this role, you should be well-organised, have great time management skills and be able to act autonomously when required. Some financial services and/or bookkeeping experience would be an advantage. Ultimately, you will contribute to the efficiency of their business by providing personalised and timely support to the team and particularly the Partner.
An excellent range of benefits accompany a competitive basic salary, with £80,000-£120,000 plus uncapped bonus and excellent benefits. This is an excellent opportunity for someone to join a successful, award-winning business where your hard work and success will really be noticed.
Senior Administrator – Prestigious Financial Brokerage – Preston, Lancashire employer: Asset Finance International
Join a prestigious financial brokerage in Preston, where your contributions as a Senior Administrator will be recognised and rewarded. With a competitive salary and uncapped bonuses, you will thrive in a supportive work culture that values efficiency and personal growth. Enjoy the benefits of a hybrid working model and the opportunity to collaborate with a leading international accountancy firm, ensuring your career flourishes in a dynamic environment.
Contact Details:
Asset Finance International Recruitment Team
