Financial Administrator – Ellesmere Port – £20-27k basic

3R Consulting Ltd; Noordwes; On-site; ZAR 434,000 - 586,000; Full time

Job summary

3R Consulting Ltd in Ellesmere Port, North West, is seeking a Financial Administrator to manage the sales and purchase ledgers, oversee debt control and prepare basic management reports for performance review. The role covers invoicing, supplier and client statements, direct debit administration, service contract documentation, and essential admin duties.

Strong Excel skills and familiarity with Xero will help deliver accurate financial information and support growth.

Qualifications

• Solid grasp of finance and accounts principles.
• Customer-facing mindset with focus on service.
• Excellent Excel skills and ability to handle data.
• Willingness to train and continuously improve skills.
• Familiarity with Xero or similar accounting software.

Responsibilities

• Invoicing of projects and accurate delivery to customers.
• Raise purchase orders and verify supplier invoices.
• Prepare and send customer/supplier statements.
• Manage debt collection and chase outstanding payments.
• Arrange direct debit mandates and process amounts.
• Produce simple management reports (sales, debtors, creditors, profitability).
• Handle admin tasks, typing, filing and post.
• Maintain service contract documentation.

Skills

Finance and accounts

Customer facing

Excel

Team motivation

Continuous improvement

Tools

Xero

Microsoft Office

Job description

Our Client is a provider of medical equipment and services and due to growth is looking to appoint a suitably qualified individual to carry out the financial and administrative duties for the company. Including managing the sales and purchasing ledger, coupled with debt control and financial reporting on performance.

The primary requirements for this role are a basic knowledge and understanding of the financial procedures that a business run on. A element of financial reporting will be required in order to produce basic reports for management.

The Role

• Sales Ledger. To carry out the invoicing of projects, ensuring they are accurate and delivered to the customers on time. Ensuring at all times that queries are dealt with promptly in the interests of our striving for outstanding customer service.
• Purchase ledger. Raising purchase orders, checking purchase invoices against the system to check pricing is correct. Ensuring that purchase invoices are received in a timely manner.
• Supplier & Client Statements: Ensuring customer statements are sent promptly and accurately out to customers. Checking supplier statements are accurate and the system is correct.
• Debt Management: Working a more detailed system to to minimize outstanding customer debts. Implementing the system including chasing phone calls, sending chasing letters.
• Carrying out financial duties such as arranging for direct debit mandates to be sent for signature, and submitting the amounts to be taken.
• Production and completion of the service contract documents.
• Producing some key simple management reports. a. Management Accounts b. Sales figures per day, month, year. c. Debtor & Creditor days. d. Profitability ratio’s.
• Administrative duties such as typing letters, issuing post, sorting post.
• Filing and general office systems to improve performance.

The Candidate

• Must have a solid grasp of the principles of finance and accounts.
• Must be customer facing, and dedicated to improving the customer experience to enhance growth internally and externally from a financial perspective.
• Must be able to work with, inspire and motivate within a growing team.
• Must be committed to training and continuously improving skills.
• Excellent knowledge of Microsoft Office, especially Excel.
• Ideally a knowledge of Xero , a well known accounting package.

Financial Administrator – Ellesmere Port – £20-27k basic role in North West