Senior Finance Administrator in Sherborne

Location: Sherborn: Office-based with occasional flexibility to work from home

Salary: A GBP 35,000 - A GBP 40,000

Are you an experienced administrator with a strong eye for detail and a passion for improving processes? Do you thrive in a professional environment where confidentiality, accuracy and initiative are highly valued? We are recruiting on behalf of our client who continues to evolve through an exciting period of transformation. They are seeking a Senior Finance Administrator to play a pivotal role in supporting finance, compliance and operational projects across the business. This is a rare opportunity to join a well-established organisation where you will have genuine scope to influence change, develop your skills and expand your responsibilities over time.

The Opportunity

Reporting directly to the Office Manager, you will enjoy a varied role that combines project-based work with traditional finance and company secretarial administration. You will work closely with senior stakeholders and support the implementation of new systems, technologies and processes designed to improve efficiency across the organisation.

Key Responsibilities

• Projects and Business Improvement
  • Support the development, implementation and ongoing administration of key business transformation projects.
  • Work closely with finance colleagues to research and deliver efficiency-driven initiatives.
  • Assist with projects including wealth reporting, investment and loan databases, and electronic invoice and expense approval systems.
  • Contribute to process improvement and continuous development across the business.
• Finance Administration
  • Provide administrative support to the finance function, including audit-related activities.
  • Prepare and coordinate senior management approval documentation.
  • Maintain electronic and physical records relating to investments, loans, properties and mortgages.
  • Collect, distribute and file investment statements and associated documentation.
  • Carry out routine accounting system administration, including exchange rate updates and ledger reconciliations.
  • Provide payment processing support when required.
• Company Secretarial and Compliance
  • Maintain work-in-progress records and circulate regular updates.
  • Prepare and submit statutory filings and compliance documentation within required deadlines.
  • Maintain company secretarial databases, statutory books and corporate records.
  • Coordinate regulatory reporting requirements, including relevant survey submissions.
  • Ensure GDPR, ICO and other compliance registers remain accurate and up to date.
  • Administer company domain registrations and renewals.
• Operational and Office Support
  • Provide cover for administrative colleagues when required.
  • Maintain key operational records, including banking mandates and company card registers.
  • Monitor renewal dates and ensure appropriate actions are completed.
  • Assist with petty cash administration.
  • Support filing, archiving and general office administration.

About You

• A minimum of 5 years administrative experience, ideally gained within a finance, professional services, corporate or family office environment.
• Exceptional organisational skills with the ability to prioritise a varied workload.
• Strong attention to detail and a commitment to accuracy.
• Experience handling highly confidential and sensitive information with discretion.
• Excellent written and verbal communication skills.
• Confidence working with a wide range of stakeholders.
• Strong IT skills, including Microsoft Office applications.
• Exposure to accounting software and AI productivity tools would be advantageous.
• A proactive mindset with a genuine interest in improving processes and embracing change.
• The ability to work independently while also contributing positively as part of a collaborative team.