Senior Administrator – Prestigious Financial Brokerage – Preston, Lancashire

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.

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

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• Efficient management of deals being placed into the market for funding solutions as well as accounting administration work and managing calendars etc.

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• Logging all new introductions onto the CRM database

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• Updating the CRM database to ensure the appropriate deal status is applied to each Prospect

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• Ensuring Key CRM tasks dates are observed and that the system is updated in a timely manner

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• Producing management reports at agreed intervals from the CRM database

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• Placing deals to Funders via direct portal access or other agreed method

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• Acting as the primary point of reference for all parties in respect of placed deals

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• Maintaining the Deal Flow Board

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• Taking on Invoicing and accounts package management

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• Keeping up to date BDM spreadsheets

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• Experian searches

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• PA responsibilities for the Partner including managing diary and making travel arrangements etc.

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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.

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

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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.

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