Full job descriptionSenior Administrator (Debt Advisory)
Location: Preston
Fair and equitable salary, depending on your experience and expertise.
Are you ready to bring your expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
people come first, our colleagues, our clients, and the communities we support. Were ranked as number 11 in the UK’s top accountancy firms and a proud member of Baker Tilly International, the world’s 8th largest network, we combine global insight with a strong local commitment.
Our people-centred approach is what truly makes us different. You will be welcomed as a valued member of a collaborative, purpose-led team. We are committed to continuous learning, growth, and creating an environment where everyone can thrive.
We invest in our colleagues because they are the foundation of our shared success. With access to resources and award-winning development programmes, you will have the space to shape your career while making a real impact.
We are proud to hold the Investors in People Gold award, recognising our commitment to supporting, developing, and valuing every individual.
Here, You’ll Go Beyond Numbers
We are looking for a Senior Administrator to join us who is comfortable in an evolving environment and enjoys solving a variety of challenges that contribute to meaningful outcomes.
you will be surrounded by passionate professionals who are committed to making a difference. Your work in Debt Advisory will go beyond the numbers, it’s about building trusted relationships, understanding their requirements, navigating risks, and delivering insights that support informed decision-making.
We are looking for an Executive Assistant to perform a variety of administrative tasks and support the directors in our Debt Advisory team.
Executive Assistant’s responsibilities include efficient management of deals being placed into the market for funding, administration work (loading applications onto lender portals) & managing calendars etc.
To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. Some financial services experience would be an advantage but is not essential.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the team.
· Logging all new introductions onto the CRM database
· Updating the CRM database to ensure the appropriate deal status is applied to each Prospect
· Ensuring Key CRM Tasks dates are observed and that the system is update din a timely manner
· Producing Management reports at agreed intervals from the CRM database
· Placing deals to Funders via direct Portal Access or other agreed method
· Following up with lenders, clients and intermediaries to ensure documentation required to complete a transaction is supplied in a timely fashion.
· Acting as the primary point of reference for all parties in respect of placed deals
· Ensuring compliance forms are completed, ready for sign off, and the relevant documents are in the client’s file.
· Monitoring of all central email boxes
· Experian searches.
· For the right candidate, PA responsibilities for the Partner including managing diary and making travel arrangements etc.
What We’re Looking For
MS Office – specifically use of Word and Excel
Data Input Skills
Previous experience of a CRM system would be advantageous.
Some financial services knowledge / experience would be an advantage.
Rewards That Resonate
You’re more than a number to us; you’re someone with unique skills and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise the contribution you make.
· Agile working: Enjoy the flexibility of core hours from 10:00am to 2:00pm and two home-working days, allowing you to balance your work and personal commitments.
· 33 days’ holiday, including bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
· Fair and equitable salary package, based on experience.
· Employee recognition awards: Outstanding Performance Award bonus, discretionary annual bonus (managers only – remove if not applicable), and other recognition initiatives.
· Employee Assistance Programme: A free, confidential 24-hour support service, including unlimited counselling sessions and access to virtual doctors for you and your family.
· And lots more!
Are You Ready to Elevate Your Career?
Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success.
we know that diversity, inclusion, and belonging lead to better decisions, stronger performance, and a workplace where everyone can feel included and thrive. That’s why we welcome applications from people of all backgrounds and experiences.
We recognise that people work in different ways, so we’re happy to discuss flexible working options.
We do not expect you to meet all the criteria for the role, but if you feel you would be a great addition to the team, we would love to hear from you.