We’re seeking a skilled and motivated Financial Services Administrator, with specific experience working in an IFA or with Mortgage Administration to become a valued member of our clients collaborative team in Horsham. As a Financial services Administrator you are a key support to the Financial Advisers, you’ll play a vital role in ensuring clients receive a smooth and efficient service across pensions, investments, and other financial products. Your attention to detail and ability to manage multiple tasks will help maintain the firm’s reputation for excellence.
Financial Services Administrator Responsibilities
Skills & Experience
Benefits
Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.
Job Overview Are you an experienced finance professional with a passion for accuracy and organisation? Join a busy and supportive accounts team as our next Sales Ledger Administrator, taking ownership of invoicing, credit control, and key sales ledger duties. This is a full-time temporary role based in Polegate, offering a great opportunity to use your skills in Excel, invoicing, and debt collection within a friendly finance environment. You will be working Monday to Friday, with a choice of 08:30am – 4:30pm or 9:00am – 5:00pm, earning £14.28 per hour. While the role is temporary, it provides an excellent opportunity to showcase your abilities within an established business. Key Responsibilities Processing and inputting sales invoices with high accuracy Managing credit control and debt collection activity Producing and sending client statements Compiling and updating the invoice list Supporting general administration within the finance department Any other reasonable duties within the accounting function Essential Requirements Recent experience in a Sales Ledger, Accounts Receivable, or Finance Administrator role Strong knowledge of Excel (including formulas, spreadsheets, and data management) Confident in invoice processing, debt chasing, and dealing with customer accounts Excellent attention to detail and strong organisational skills Ability to prioritise workload and meet deadlines Preferred (Not Essential) Experience...
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