Multi-Office Financial Administrator (Travel Required)

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

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.