Finance & Office Administrator
York
£24,000 – £26,000


NJR Recruitment is delighted to be working with a well-established, FCA-regulated financial planning and pensions firm in York to recruit a Finance & Office Administrator.


This is a varied and trusted position combining finance administration with office coordination and facilities support. The successful candidate will play an important role in maintaining a professional client environment while supporting financial control processes and regulatory requirements.


Working within a regulated environment requires high levels of professionalism, discretion and attention to detail. This opportunity is ideal for someone who enjoys structure, takes pride in organisation, and is comfortable managing a diverse workload within a supportive and well-governed business.


The Role
Finance Responsibilities
*Raise sales invoices and approved credit notes in line with internal procedures
*Perform daily bank and income reconciliations, escalating discrepancies
*Manage petty cash with appropriate controls
*Chase outstanding debtors professionally to support cash flow
*Prepare client direct debit collections
*Prepare journals and assist with financial reporting activities
*Maintain organised records to support audit requirements
*Use Excel to prepare financial schedules and ensure data accuracy


Office & Facilities Responsibilities
*Meet and greet clients, ensuring a professional and welcoming environment
*Manage the switchboard and handle calls promptly
*Coordinate meeting rooms and prepare them for client meetings
*Act as the main contact for day-to-day facilities matters
*Liaise with contractors and building management
*Manage incoming and outgoing post, including confidential correspondence
*Oversee secure document handling, printing and scanning
*Maintain office supplies and provide general administrative support
*Assist with occasional operational tasks to support business continuity


About You
*Minimum 2 years’ experience in finance and administration
*Strong organisational skills with excellent attention to detail
*Professional and confident communication skills
*High level of integrity and discretion
*Proactive, dependable and able to manage multiple priorities
*Confident user of Microsoft Excel and Word


Desirable:
*Experience supporting invoicing, reconciliations or finance processes
*Previous office or facilities coordination experience
*Experience within professional services
*Experience within financial services or another regulated environment


This is an excellent opportunity for a reliable and motivated individual seeking a broad, hands-on role within a professional and supportive team environment.
For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16453