Financial Accounts Coordinator - Hybrid in Bolton

Financial Accounts Coordinator - Hybrid in Bolton

Bolton Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage leasehold sales and liaise with clients and solicitors throughout the process.
  • Company: Zenith Management, a leading property management company in the UK.
  • Benefits: Competitive salary, professional development, and a supportive team culture.
  • Other info: Great career progression opportunities in a dynamic environment.
  • Why this job: Become a leasehold expert and make a real impact in property management.
  • Qualifications: Experience in leasehold sales and strong communication skills required.

The predicted salary is between 30000 - 40000 £ per year.

Zenith Management has been proudly delivering high quality property management services since 2009 and is now recognised as one of the UKs leading property management companies. Our growth has been built on experience, insight, and a commitment to providing professional, reliable and straightforward services to our clients.

Are you a leasehold specialist with a passion for delivering an exceptional service? Zenith Property Management is looking for an experienced Leasehold Coordinator to join our dedicated team, playing a vital role in managing the end-to-end leasehold sales process across our growing portfolio.

Working as part of a close-knit team, you will act as the primary point of contact for solicitors, clients, and leaseholders throughout the conveyancing process ensuring all documentation is prepared accurately, enquiries are handled efficiently, and sales progress smoothly from instruction through to completion.

Key Responsibilities:

  • Manage leasehold sales enquiries end to end, from initial instruction through to completion.
  • Prepare, compile, and issue Management Packs in response to LPE1 requests within agreed SLA timeframes.
  • Complete LPE1 and LPE2 forms, providing accurate information on service charges, ground rent, reserve funds, insurance, arrears, and lease obligations.
  • Prepare and issue Compliance Certificates, Landlord Certificates, and Leaseholder Certificates under the Building Safety Act 2022.
  • Issue Notices of Assignment, Notices of Charge, Deeds of Covenant, and Licences to Assign, maintaining accurate records of all completed transactions.
  • Act as the primary point of contact for solicitors, conveyancers, leaseholders, and clients throughout the sale transaction process.
  • Respond promptly and professionally to additional solicitor enquiries, interpreting lease terms accurately and providing clear, informed replies.
  • Manage expectations and communications with all parties, keeping everyone informed of progress and any delays.
  • Manage a shared caseload effectively, tracking all active enquiries, instructions, and outstanding actions to ensure nothing falls through the gaps.
  • Monitor and report on SLA performance, taking proactive steps to avoid delays and escalating cases at risk of breach.
  • Raise administration fees and disbursements accurately in accordance with company fee schedules.

Requirements:

  • Proven experience in a leasehold sales, conveyancing support, or block management administration role.
  • Demonstrable experience preparing LPE1 forms and leasehold management packs.
  • Sound understanding of leasehold tenure, residential block management, and the conveyancing process.
  • Knowledge of relevant legislation including the Building Safety Act 2022, Landlord and Tenant Act 1985, and Leasehold Reform legislation.
  • Excellent written communication skills and strong ability to interpret lease documents and respond accurately to solicitor enquiries.
  • Highly organised with ability to manage a high-volume caseload and prioritise effectively to meet SLAs.
  • Meticulous attention to detail and confident user of Microsoft Office and property or case management systems.

Why Join Zenith?

  • Join a specialist team at the heart of our leasehold operations, with a defined role and the opportunity to become a true subject-matter expert.
  • Excellent opportunities for professional development, training, and career progression within the property management sector.
  • A supportive, collaborative culture built on respect, accuracy, and service excellence, with a competitive salary and benefits package.

Financial Accounts Coordinator - Hybrid in Bolton employer: Zenith Management

Zenith Management is an exceptional employer, offering a supportive and collaborative work culture that prioritises respect and service excellence. As a Leasehold Coordinator, you will have the opportunity to develop your expertise in property management while enjoying excellent professional development and career progression opportunities. With a competitive salary and benefits package, joining our dedicated team means being part of one of the UK's leading property management companies committed to delivering high-quality services.

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Contact Details:

Zenith Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Accounts Coordinator - Hybrid in Bolton

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Zenith Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Accounts Coordinator - Hybrid in Bolton

Leasehold Sales Management
Conveyancing Process Knowledge
LPE1 and LPE2 Form Preparation
Compliance with Building Safety Act 2022
Client Liaison Skills
Communication Skills
Caseload Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Zenith Management.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Zenith Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Zenith Management

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Zenith Management.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Zenith Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Zenith Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.