Senior Administrator – Prestigious Financial Brokerage – Preston, Lancashire

Asset Finance International; Preston; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Uncapped bonus

Excellent benefits

Job summary

Asset Finance International is seeking a Senior Partner to support their growing team in Preston. This hybrid role involves managing financial deals, accounting administration, and providing essential support to the Partner.

The ideal candidate will have robust organizational skills and some experience in financial services or bookkeeping. A competitive salary of £80,000-£120,000, plus uncapped bonuses and benefits, makes this a prime opportunity for dedicated professionals.

Qualifications

• Well-organized and able to act autonomously.
• Experience in financial services or bookkeeping is advantageous.

Responsibilities

• Manage deals for funding solutions and accounting tasks.
• Log new introductions onto the CRM database.
• Produce management reports from the CRM database.
• Act as a primary point of reference for placed deals.
• Manage diary and travel arrangements for the Partner.

Skills

Time management skills

Organizational skills

Financial services/bookkeeping experience

Tools

CRM database

Job description

James George Recruitment has partnered with a highly successful Commercial Finance Brokerage, which also has an affiliation to a leading International Accountancy Firm. Following a period of sustained growth, they have created a new position for a Senior Partner to support the Partner based in the North West and assist the wider team with administrative tasks.

This is a Hybrid role where you will be predominantly based at their office in the Preston area.

Responsibilities

• Efficient management of deals being placed into the market for funding solutions as well as accounting administration work and managing calendars etc.
• Logging all new introductions onto the CRM database
• Updating the CRM database to ensure the appropriate deal status is applied to each Prospect
• Ensuring Key CRM tasks dates are observed and that the system is updated in a timely manner
• Producing management reports at agreed intervals from the CRM database
• Placing deals to Funders via direct portal access or other agreed method
• Acting as the primary point of reference for all parties in respect of placed deals
• Maintaining the Deal Flow Board
• Taking on Invoicing and accounts package management
• Keeping up to date BDM spreadsheets
• Experian searches
• PA responsibilities for the Partner including managing diary and making travel arrangements etc.

To be successful in this role, you should be well‑organised, have great time management skills and be able to act autonomously when required. Some financial services and/or bookkeeping experience would be an advantage.

Ultimately, you will contribute to the efficiency of their business by providing personalised and timely support to the team and particularly the Partner.

An excellent range of benefits accompany a competitive basic salary, with £80,000-£120,000 plus uncapped bonus and excellent benefits. This is an excellent opportunity for someone to join a successful, award‑winning business where your hard work and success will really be noticed.