Senior Finance Administrator

Senior Finance Administrator (HL080626BR) Sherborne, England Salary: GBP35000 - GBP40000 per annum + 10% pension 33 days hol 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. 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 Office-based; occasional working from home may be available post-probation (subject to workload) 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 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) Individual BUPA cover Cycle to Work and electric car benefit schemes Car parking Annual salary and bonus review #J-18808-Ljbffr Hrgo-Recruitment