Sales & Finance Administrator

Zachary Daniels Recruitment; Warrington; On-site; GBP 27,000 - 28,000; Full time

Job summary

Zachary Daniels Recruitment is seeking a Sales & Finance Administrator for a fixed-term contract in Warrington. The role covers order processing, invoicing, and supporting the finance function in a busy setting.

You will handle customer orders (B2B & D2C), use 3PL portals, monitor stock, and provide weekly sales reports, while coordinating with Head Office and suppliers. The position runs Monday–Friday, 8:30am–5:00pm, with salary £27,000–£28,000 DOE.

Qualifications

• Excellent attention to detail.
• Strong communication and liaison skills, with a friendly but assertive approach.
• Experience using Sage ERP or a similar system.
• Excellent Excel skills.
• Good general IT skills, with experience using Microsoft Teams, Outlook and Word.
• The ability to multitask and manage a varied workload.
• A flexible approach and willingness to take on a wide range of responsibilities.
• Good written and numerical skills.
• The confidence to communicate professionally with customers, colleagues and external partners.

Responsibilities

• Process customer orders on a daily basis.
• Work with customer-specific portals for both B2B and D2C orders.
• Use 3PL warehouse portals to monitor orders and stock levels.
• Check order requirements against available stock.
• Process and update B2B customer back orders.
• Complete sales invoicing.
• Provide customer stock updates.
• Respond to trade customer queries via email, with occasional telephone contact.
• Produce weekly sales reports for the Sales Team.
• Arrange faulty goods collections with the 3PL provider.
• Process sales credit notes for returns and price corrections across B2B and D2C customers.
• Record goods receipts.
• Enter purchase invoices onto Sage.
• Raise purchase credit notes for faulty or undelivered goods from Head Office.
• Assist the Finance Manager with sustainability and other Excel reports.
• Send customer statements as required.
• Order office stationery when needed.
• Action debit note queries with B2B customers.

Skills

Attention to detail

Communication

Excel

Microsoft Teams

Outlook

Word

Numerical skills

Written communication

Tools

Sage ERP

Job description

FTC Sales & Finance Administrator Warrington GBP27,000 - GBP28,000 DOE

Contract: Fixed-term contract until March 2027
Hours: Monday to Friday, 8:30am - 5:00pm (30-minute lunch)

We are currently recruiting for a Sales & Finance Administrator to join a successful and established organisation based in Warrington, on a fixed-term contract until March 2027.

This is a varied role, making it an excellent opportunity for someone who enjoys a busy, varied working environment.

The Role

Working as part of the team, you will be responsible for ensuring customer orders are processed accurately and efficiently, while also supporting the finance function with a range of administrative duties.

• Process customer orders on a daily basis.

• Work with customer-specific portals for both B2B and D2C orders.

• Use 3PL warehouse portals to monitor orders and stock levels.

• Check order requirements against available stock.

• Process and update B2B customer back orders.

• Complete sales invoicing.

• Provide customer stock updates.

• Respond to trade customer queries via email, with occasional telephone contact.

• Produce weekly sales reports for the Sales Team.

• Arrange faulty goods collections with the 3PL provider.

• Process sales credit notes for returns and price corrections across B2B and D2C customers.

• Record goods receipts.

• Enter purchase invoices onto Sage.

• Raise purchase credit notes for faulty or undelivered goods from Head Office.

• Assist the Finance Manager with sustainability and other Excel reports.

• Send customer statements as required.

• Order office stationery when needed.

• Action debit note queries with B2B customers.

You will ideally have:

• Excellent attention to detail.

• Strong communication and liaison skills, with a friendly but assertive approach.

• Previous experience using Sage ERP or a similar system.

• Excellent Excel skills.

• Good general IT skills, with previous experience using Microsoft Teams, Outlook and Word.

• The ability to multitask and manage a varied workload.

• A flexible approach and willingness to take on a wide range of responsibilities.

• Good written and numerical skills.

• The confidence to communicate professionally with customers, colleagues and external partners.

If you're an experienced administrator looking for a varied role where no two days are quite the same, we'd love to hear from you!

BH37183