Senior Finance Administrator - Location: Sherborne (office-based, with occasional WFH)
Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls.
This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented.
Role details
This is a full-time (38.75 hours per week) permanent role
Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break
Salary: £35,000-£40,000 per annum
Office-based; occasional working from home may be available post-probation (subject to workload)
Start date: ASAP
Duties :
Projects
Support the Investment Accountant from research through to implementation
Assist delivery and future administration of key efficiency projects:
Global wealth reporting
Investment and loan database
Electronic invoice and credit card approval process
Finance administration
Support audit-driven administration as required
Prepare and file senior management approval documentation
Create and maintain investment, loan, property and mortgage files (electronic/paper)
Collect, distribute and file investment statements; update records promptly
Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations)
Provide payment-processing cover for the finance team when needed
Company secretarial / compliance support
Maintain and circulate a weekly work-in-progress tracker
Prepare and file statutory information within deadlines (e.g., Companies House and other bodies)
Maintain the company secretarial database, statutory books and records
Maintain registers (including past/present directorships) and monitor GDPR/ICO registers
Prepare non-payroll ONS survey information for submission
Administer domain registrations/renewals
Office administration
Provide cover for the Office Administrator as required
Maintain key operational documents (bank mandates, cards in issue)
Monitor credit/debit card expiry dates and diarise renewals
Assist with monthly petty cash counts, filing and archiving
Candidate profile
At least 5 years' quality administrative experience (finance/corporate preferred)
Highly organised; able to prioritise with high volumes of information
Strong integrity and discretion with confidential information
Excellent written and verbal communication; strong attention to detail
Confident, tactful and able to work with a wide range of stakeholders
Strong IT skills (MS Office essential); accounting software and AI tools advantageous
Flexible, proactive and motivated by change and process improvement
