Financial Administrator

Lamont Pridmore; Carlisle; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Paid overtime/TOIL

Auto-enrolment pension

Cycle to Work scheme

Annual leave options

Job summary

Lamont Pridmore, a family-run Chartered Accountants and Business Advisers, seeks a Financial Administrator to support our Carlisle, Kendal, Keswick and Workington offices. You will collect and organise client accounting records, ensure files are complete, and travel regularly between offices to gather information for annual accounts and client managers.

Applicants should be highly organised, accurate and confidential, with at least two years in admin/finance and strong Excel skills.

Qualifications

• 2 years of experience in administration, finance or related field.
• Good understanding of basic accounting principles.
• Strong attention to detail and accuracy.
• Good organisational and time-management skills.
• Competence using Microsoft Excel and other Microsoft Office applications.
• Good written and verbal communication skills.
• Ability to work independently and as part of a team.
• Ability to manage multiple client files and meet deadlines.
• High level of confidentiality and professionalism.

Responsibilities

• Collect and organise financial information from clients.
• Prepare documents for annual accounts by Client Relationship Managers.
• Review client documentation for completeness and organisation.
• Identify missing information (invoices, receipts, statements).
• Prepare schedules and working papers for Client Relationship Managers.
• Enter and maintain financial information on accounting systems and spreadsheets.
• Follow up with clients regarding missing information.
• Maintain accurate electronic and paper filing systems.
• Assist with general accounts and admin tasks.
• Maintain confidentiality of client information.

Skills

Administration experience

Excel proficiency

Organisational skills

Communication skills

Team collaboration

Tools

Microsoft Excel

Job description

About the company

Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area.

For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region.

We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.

The opportunity

We are looking for an organised and detail-orientated Financial Administrator to support the business across our main offices in Carlisle, Kendal, Keswick and Workington.

You will need to be prepared to travel regularly between our offices in Carlisle, Kendal, Keswick and Workington.

This is primarily an administrative role focused on collecting, organising and checking clients' accounting records and supporting documents before they are submitted to our outsourcing partner. You will help ensure that each client's accounting file is complete, accurate and well organised so it is ready for review, the preparation of annual accounts and subsequent submission to our in-house Client Managers.

Accuracy, confidentiality and effective communication are important parts of the role. You will also regularly travel between our Carlisle, Kendal, Keswick and Workington offices to obtain the client accounting files and information required.

What you'll be doing

• Collect and organise financial information received from clients.
• Prepare and organise the documents required for the preparation of annual accounts by our Client Relationship Managers.
• Review client documentation to make sure files are complete and properly organised.
• Identify missing information, including invoices, receipts, bank statements and other supporting documents.
• Prepare schedules and working papers for Client Relationship Managers.
• Enter and maintain financial information on accounting systems and spreadsheets where required.
• Follow up with clients regarding missing or outstanding information.
• Maintain accurate electronic and paper filing systems.
• Assist with general accounts and administrative tasks as required.
• Maintain strict confidentiality when handling clients' financial and personal information.
• Work closely with the wider team to ensure files are complete and ready for drafting.
• Manage multiple client files while working accurately and meeting deadlines.

Essential requirements

We're looking for candidates with:

• 2 years of experience working in administration, finance or related field
• A good understanding of basic accounting principles.
• Strong attention to detail and accuracy.
• Good organisational and time-management skills.
• Competence using Microsoft Excel and other Microsoft Office applications.
• Good written and verbal communication skills.
• The ability to work independently and as part of a team.
• The ability to manage multiple client files and meet deadlines.
• A high level of confidentiality and professionalism.
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• A highly organised and methodical approach.
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• A reliable and deadline-focused working style.
• A careful and accurate approach when handling financial information.
• A proactive approach to identifying missing information.
• A professional and approachable manner when dealing with clients.
• The ability to undertake regular travel between the Carlisle, Kendal, Keswick and Workington offices as required by the role.
• A full clean UK driving licence.

Desirable requirements

• Previous experience in financial matters, bookkeeping, IT or office administration.
• Experience using accounting software such as Xero, QuickBooks or Sage.

Pay and benefits

Alongside a competitive salary, you'll receive:

• £25,185 salary
• Up to 17% performance-related bonus.
• Paid overtime or Time Off in Lieu.
• Auto-enrolment pension.
• Cycle to Work scheme.
• Option to purchase additional annual leave.
• Additional annual leave with length of service.
• Paid flu vaccination if you are not entitled to a free NHS vaccination.
• Bacon butty or cake on your birthday.
• Free Christmas party with complimentary food and drinks.
• Free Asset & Wealth Management Financial Review.

Working pattern and location

This role is available on a full-time or part-time basis.

Working hours: Working hours are 8.30am to 5.00pm, with some flexibility available.

Your work base will be flexible, with regular travel required between the company's Carlisle, Kendal, Keswick and Workington offices.