Administrator – Accountancy Services in Ferndown

Location

• Ferndown
• Job Type : Full-Time, Permanent

Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals

Are you an organised, proactive administrator who enjoys supporting people, solving problems and keeping things running smoothly?

At Ward Goodman, we're looking for an Administrator to become a valued member of our Accountancy Services team.

This is an excellent opportunity to join a well-established and growing firm where your contribution will make a genuine difference to both colleagues and clients.

You'll work closely with accountants, customer service managers and clients, helping to deliver an exceptional service while developing your own skills within a professional and supportive environment.

Whether you're already working in professional services or looking to bring your administrative experience into a respected accountancy practice, we would welcome hearing from you.

Responsibilities

As a key member of the team, you'll help ensure the efficient day-to-day operation of our Accountancy Services department by:

• Managing incoming calls, emails and client enquiries professionally and efficiently.
• Supporting client onboarding processes, including compliance and Anti-Money Laundering checks.
• Preparing client proposals, engagement documentation and administrative paperwork.
• Raising invoices and assisting with payment collection processes.
• Maintaining accurate client records across multiple systems and databases.
• Managing secure document uploads and client portal communications.
• Supporting statutory documents and filing processes.
• Coordinating workflow administration and ensuring deadlines are met.
• Providing reception cover when required.
• Working collaboratively with colleagues across the wider business.

What We're Looking For

We're interested in people who are

• Experienced in an administrative or office based role.
• Highly organised with excellent attention to detail.
• Confident using Microsoft Office, particularly Excel.
• Strong communicators with a professional and friendly approach.
• Comfortable managing multiple tasks and deadlines.
• Proactive, adaptable and solutions focused.
• Able to work effectively both independently and as part of a team.
• Experience within accountancy, financial services, legal or other professional services environments would be advantageous but is not essential.

Benefits Available from Day One

• 25 days annual leave, including Christmas shutdown days
• Birthday leave
• Early finish at 4pm every Friday throughout August
• Free onsite parking
• Complimentary refreshments
• Company social events
• Employee referral bonus scheme
• Client introduction bonus scheme
• My Smart Spending Rewards programme
• Reduced-cost financial services advice
• Opportunities to support local charities and community initiatives
• Recognition gifts for significant personal and career milestones
• Additional Benefits After Probation
• Buy or sell up to 5 days annual leave each year
• Simply Health cashback scheme
• Enhanced salary exchange sacrifice pension scheme
• Up to 15 hours of wellbeing leave annually
• Paid time off to take your child to school on their first day
• Career Development

We're committed to helping our people grow.

As part of a successful and expanding business, you'll have opportunities to develop your skills, take on new responsibilities and build a long-term career with us.

Ready to Apply?

If you're looking for a varied and rewarding administration role with a respected employer that genuinely values its people, we'd love to hear from you.