Finance Administrator

Finance Administrator

LS25, Leeds

£26,000 - £28,000

Mon – Thurs 9am – 5pm / Fri 9am – 4pm

Looking for someone to start asap

Job Purpose

We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products.

The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail.

You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process.

Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services.

Job Responsibilities

• Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion
• Maintained accurate client records, financial information and case notes using CRM and internal systems
• Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records
• Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders
• Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications
• Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines
• Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures
• Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases
• Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers
• Processed invoices, lender commissions, procurement fees and maintained accurate financial records
• Reconciled payments, commissions and administrative fees while supporting month end reporting activities
• Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process
• Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers
• Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements
• Assisted with the preparation of management reports, case tracking reports and business performance data
• Supported senior management with administrative tasks, diary management, document preparation and meeting coordination
• Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function
• Maintained strict confidentiality when handling sensitive financial and personal client information
• Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment

Key skills required

• Experience using Xero (invoicing, reconciliations, financial records)
• High-volume invoice and commission processing
• Document verification (bank statements, accounts, proof of income)
• Strong organisation and ability to manage multiple priorities
• High attention to detail in fast-paced environments
• Customer service and professional communication

EMA25