Senior Finance Administrator

Senior Finance Administrator - Location: Sherborne (office-based, with occasional WFH)

Our client is a private Family Office supporting an entrepreneurial, high-net-worth family and their wider financial interests. They provide finance, tax and compliance support and are investing in new technologies, systems and processes to improve efficiency and controls.

This role will be key in supporting our client's finance and compliance functions during a period of generational change. Reporting to the Office Manager, you'll split your time between project work (supporting system and process improvements) and hands-on administration. There is genuine scope to expand the role over time as new tools and workflows are implemented.

Role details

• This is a full-time (38.75 hours per week) permanent role
• Monday to Friday, 08:30 to 17:15 with a one-hour unpaid lunch break
• Salary: £35,000-£40,000 per annum
• Office-based; occasional working from home may be available post-probation (subject to workload)
• Start date: ASAP

Duties :

Projects

• Support the Investment Accountant from research through to implementation
• Assist delivery and future administration of key efficiency projects:
• Global wealth reporting
• Investment and loan database
• Electronic invoice and credit card approval process

Finance administration

• Support audit-driven administration as required
• Prepare and file senior management approval documentation
• Create and maintain investment, loan, property and mortgage files (electronic/paper)
• Collect, distribute and file investment statements; update records promptly
• Complete routine tasks in the accounting system (e.g., exchange rates, ledger reconciliations)
• Provide payment-processing cover for the finance team when needed

Company secretarial / compliance support

• Maintain and circulate a weekly work-in-progress tracker
• Prepare and file statutory information within deadlines (e.g., Companies House and other bodies)
• Maintain the company secretarial database, statutory books and records
• Maintain registers (including past/present directorships) and monitor GDPR/ICO registers
• Prepare non-payroll ONS survey information for submission
• Administer domain registrations/renewals

Office administration

• Provide cover for the Office Administrator as required
• Maintain key operational documents (bank mandates, cards in issue)
• Monitor credit/debit card expiry dates and diarise renewals
• Assist with monthly petty cash counts, filing and archiving

Candidate profile

• At least 5 years' quality administrative experience (finance/corporate preferred)
• Highly organised; able to prioritise with high volumes of information
• Strong integrity and discretion with confidential information
• Excellent written and verbal communication; strong attention to detail
• Confident, tactful and able to work with a wide range of stakeholders
• Strong IT skills (MS Office essential); accounting software and AI tools advantageous
• Flexible, proactive and motivated by change and process improvement
• Team player who can also work independently

Benefits / what they offer

• 10% employer pension contribution (salary sacrifice option available)
• 25 days holiday plus bank holidays
• Individual BUPA cover
• Life insurance (4x gross salary)
• Cycle to Work and electric car benefit schemes
• Car parking
• Annual salary and bonus review