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Financial Portfolio Administrator

1 month ago

Swindon, Swindon, United Kingdom Workman LLP Full time

As a Financial Portfolio Administrator at Workman LLP, you will be responsible for day-to-day accounting processes and monthly reporting of diverse commercial, industrial & retail properties.

You will work closely with the accounts team, property managers, tenants, and clients to ensure accurate and timely accounting records.

Key Responsibilities:

  • Build professional relationships with clients, tenants, and colleagues.
  • Process high volumes of financial data and perform thorough reviews and reporting.
  • Lead Accounts Administrators and support Client Accountants.
  • Ensure tasks are completed on time and meet internal and client KPIs.

Benefits Package:

  • A competitive salary of £40,000 per annum.
  • Hybrid working for work-life balance.
  • Full-time contract with flexible core working hours.
  • Study support, discretionary bonus, and regular salary reviews.
  • Comprehensive benefits package including healthcare, life insurance, and wellness programme.

Requirements:

  • ACCA or AAT level 4 qualification preferred.
  • GCSE Maths & English, good numeracy, problem-solving skills.
  • Proficiency in IT & software skills, particularly Microsoft Outlook and Excel.