• Accounts & Administrator
• Office Based : Nantwich
• Salary : Up to £25k DOE
• Sector : Mortgages & Commercial Lending

About Us

We are a dynamic and professional financial services firm dedicated to providing our clients with top-tier financial planning and advisory services. We pride ourselves on our commitment to compliance, excellence, and client satisfaction.

Role Overview

We are seeking a motivated and detail-oriented individual to join our team as an Accounts and Office Administrator. This role is crucial in ensuring the smooth and compliant running of the firm, providing essential support to the Accounts Manager and the Client Account Manager team.

Key Responsibilities

• Handle telephone and email enquiries.
• Sort and distribute incoming post; organise and send outgoing post.
• Create and maintain filing systems and client files.
• Arrange meetings and book appointments.
• Update and maintain firm’s records, registers, and diary system.
• Compile invoices and monitor receipt of commission and fee payments from clients.
• Order and maintain stationery and equipment supplies.
• Liaise with product providers, mortgage lenders, solicitors, and estate agents as necessary.
• Assist advisers in creating client financial reports and letters.
• Maintain a computerised customer database.
• Implement compliance procedures for mortgage and general insurance.
• Prepare letters, presentations, and reports.
• Support the Accounts Manager with preparing reports using Excel and pivot tables.
• Perform data entry in Sage and accounts-focused programmes.

Skills and Experience

• Strong written and oral communication skills.
• Proficient in report writing.
• Excellent organisational and methodical skills.
• Computer literacy and good typing skills.
• High accuracy and attention to detail.
• Ability to work independently when required.
• Strong analytical and listening skills.
• Self-motivated with effective time management.
• Team player with a collaborative mindset.

Knowledge

Detailed knowledge of the FCA’s and the firm’s record-keeping requirements.

Basic understanding of the financial services sector is desirable.

Familiarity with software packages such as Microsoft Office, The Key, GoldMine, and Sage is desirable but not essential.

Why Join Us?

Work as part of a dedicated and professional team.

Opportunities for training and professional development.

Contribute to a firm committed to client satisfaction and compliance.

How to Apply

If you have the skills and experience we are looking for, we would love to hear from you. Please send your CV and a cover lette