At a Glance
- Tasks: Manage finance applications and ensure smooth progression from enquiry to completion.
- Company: Dynamic finance firm in Leeds with a focus on career growth.
- Benefits: Competitive salary, supportive team, and opportunities for professional development.
- Other info: Join a collaborative team and build lasting relationships in the finance sector.
- Why this job: Kickstart your finance career while gaining hands-on experience in a fast-paced environment.
- Qualifications: Strong administrative skills and attention to detail; experience with Xero is a plus.
The predicted salary is between 26000 - 28000 £ per year.
We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products.
The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail. You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process.
Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services.
Job Responsibilities- Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion.
- Maintained accurate client records, financial information and case notes using CRM and internal systems.
- Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records.
- Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders.
- Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications.
- Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines.
- Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures.
- Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases.
- Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers.
- Processed invoices, lender commissions, procurement fees and maintained accurate financial records.
- Reconciled payments, commissions and administrative fees while supporting month end reporting activities.
- Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process.
- Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers.
- Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements.
- Assisted with the preparation of management reports, case tracking reports and business performance data.
- Supported senior management with administrative tasks, diary management, document preparation and meeting coordination.
- Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function.
- Maintained strict confidentiality when handling sensitive financial and personal client information.
- Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment.
- Experience using Xero (invoicing, reconciliations, financial records).
- High-volume invoice and commission processing.
- Document verification (bank statements, accounts, proof of income).
- Strong organisation and ability to manage multiple priorities.
- High attention to detail in fast-paced environments.
- Customer service and professional communication.
Finance Administrator in Leeds employer: Elizabeth Michael Associates LTD
Join a dynamic team in Leeds as a Finance Administrator, where your organisational skills and attention to detail will be valued in a supportive work culture. With a focus on employee growth, this role offers ample opportunities for career progression within the finance sector, alongside competitive benefits and a collaborative environment that encourages innovation and efficiency. Experience the satisfaction of contributing to meaningful financial solutions while building strong professional relationships in a fast-paced setting.
Contact Details:
Elizabeth Michael Associates LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the finance sector, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially around handling financial transactions and maintaining compliance. Show them you're the perfect fit!
✨Tip Number 3
Practice your communication skills! Whether it's face-to-face or over the phone, being able to clearly articulate your experience and how you can support clients is key in finance roles. Role-play with a friend if you need to!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Finance Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance Administrator role. Highlight your experience with financial transactions, document verification, and any relevant software like Xero. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how your organisational skills will help us manage multiple priorities. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail:In finance, accuracy is key! When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, as it reflects your attention to detail.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Elizabeth Michael Associates LTD
✨Know Your Numbers
Brush up on your financial knowledge, especially around commercial mortgages and business lending. Be prepared to discuss your experience with high-volume transactions and how you ensure accuracy in your work.
✨Showcase Your Organisation Skills
Prepare examples that demonstrate your ability to manage multiple priorities effectively. Think of specific situations where you successfully tracked application milestones or handled tight deadlines.
✨Familiarise Yourself with Compliance
Understand the basics of Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Be ready to explain how you’ve ensured compliance in previous roles, as this is crucial for the Finance Administrator position.
✨Build Rapport
Practice your communication skills, as building strong relationships with clients and stakeholders is key. Think of ways to convey your customer service experience and how you’ve maintained professionalism in past roles.
