Office Administrator

Our client, a well established Financial Services organisation, are looking to recruit an Administrator to work in a small team of 6 supporting a global clientele.

IT literate, you must be comfortable with Word and Excel and general Microsoft products as well as possessing strong numeracy skills as much of the administration is processing number-based data, with some accounts processing duties.

The role would suit someone with 1-2 years Administration / Accounts experience, or a graduate or A Level school leaver with strong and relevant grades, excellent organisational skills and who is a good communicator.

Key tasks include;

– database management – this involves working with figures, currency exchanges, %’s
– producing contracts using Microsoft Word
– issuing paperwork to clients
– updating CRM with payments and amended numerical information
– dealing with ad hoc queries

Internal training will be provided.

Support will be provided for professional industry-recognised qualifications.

Great potential for progression within the company.

9am-5.30pm Monday to Friday (100% Harpenden office based – no opportunity for hybrid / WFH)

Office Administrator

An innovating international manufacturer are looking to recruit an Office Administrator/Trainer for their office in Harpenden.

Playing a key role in the smooth operation of the office, responsibilities will include:

• Office Admin/Organisation
• Logistics – dealing with haulier companies/booking deliveries / ensuring orders are going out with  correct info etc
• Training staff on CRM (salesforce)
• Office supplies procurement
• Booking accommodation / meeting venues

The role will be office based,8.30 to 5.00 and will offer the right individual a varied and challenging role.
To be considered, you should have at least 5 years experience in a similar role, have excellent communication skills and be Technically adept. In addition, you should be someone that is prepared to be in the office and therefore be relatively local. Experience of CRM is not essential, as training will be provided, but you should be comfortable with Technology and have the ability to train others.

Mortgage Administrator

Mortgage Administrator: sought by our client, a successful, growing financial advisory practice, specialising in mortgage and protection / general insurance advice.


Mortgage Administrator: The primary responsibilities:


  • Speaking to lenders, solicitors and providers to ensure applications are processed in a timely manner.
  • Obtaining outstanding / required documents from clients and supplying them to lenders, providers, and
  • Progress reporting to advisers for existing pipeline and providing a list of upcoming
  • Identifying problems in the application process and resolving them with the help of
  • Contacting clients by phone and email to provide updates and make them aware of upcoming

Ensuring client documents are stored and filed correctly.

  • Using CRM system to type up fact finds, demands and needs letters, and create policy
  • Policy reconciliation for commission


This is alongside the typical office / clerical and administrative duties like phone answering, greeting clients etc.


As well as the above, they expect candidates to demonstrate a positive, can-do attitude where working as part of a team is the norm. Previous administration experience is essential and if this has been gained within the financial services arena that would be beneficial although not essential. All candidates must be fluent in English and must be proficient users of MS Office software. Some experience of using databases would also be desirable.


Mortgage Administrator: Minimum requirements:


The role is working within a regulated business and due to the nature of the information available it will include detailed background and credit checks as well as employer referencing. Applicants must not have a criminal record and we are unable to accept applications from those who are banned from driving.


Mortgage Administrator: What they offer


A supportive, friendly environment where they encourage staff to learn the business inside out and give full training on products and systems. As well as this, all staff are entitled to:


  • 20 days holiday + bank holidays
  • Closure for Christmas (as additional days, not required to be taken out of your annual leave allowance)
  • Pension scheme
  • Flexible working hours
  • Annual discretionary bonus
  • Various social events throughout the year (incl. annual overseas trip)
Office Manager

Office Manager: Reporting directly to the owner and responsible for two staff members, the post holder will be responsible for all output / input necessary for the running and administration of the business, including dealing with all day to day office needs, problems, and maintenance.

Main tasks are:

• Overall: the future development and improvement of systems, facilities, staff, and all communications with existing and future clients, in the most cost effective manner, to ensure the future strength and stability of the business for the benefit of all concerned.
• Prepare and issue Invoices & reconciliations / Reports & claims to appropriate authorities e.g. funding, grants etc / Orders for supplies of goods / Initial communication with customers by telephone & email re queries raised.
• The computer system to be brought into operation
• A robust system of debtor control to be implemented – with sensible reasonability tests
• The websites; one up and running, one still in progress

Required Experience:

• Capable of running most aspects of a small business, of identifying problems and prioritising the actions necessary to solve them.
• Innovative: will identify where improvements should be made and provide a sound case and method of implementing them will also identify practical solutions to problems arising
• Good Communicator with a broad spectrum of people (not all business or office minded)
• Enthusiastic; demonstrating the desire to become a pivotal part of the team, to promote the business and further its success
• Self-motivated; shown by desire to learn about the business and very high standards of: accuracy; timeliness; professional presentation of all output; whether to outside agencies, clients, colleagues or the owner
• Fully Supportive of the aims of the owner and principals to ensure the units are the best in their field for their areas of operation of the staff and reputation.
• Reliable and Trustworthy; always in post and available when expected to be agreeable to working/availability outside contracted hours occasionally if necessary maintaining absolute confidentiality of all information that may be privy to.
• Realistic of other staff capabilities & the need to support them that cost control is paramount to the success of the business that although a profit making enterprise, wherever possible the needs of the customers come first


• Driving licence and own vehicle; occasional visits to site / elsewhere will be necessary


As the sole Buyer and reporting directly to our Client’s Procurement Manager, you will be tasked with developing positive and productive relationships with all providers of goods and services including identification, recommendation and onboarding of new suppliers.

Energetic and willing to learn, you will demonstrate good judgment and the ability to interpret policies and procedures. You will enjoy analysing and solving complex problems, showing real attention to detail.

Expected Qualification:

  • CIPS qualification LV2 or above

Expected Experience:

  • Minimum 2-years’ experience in a procurement role

Core skills:

  • Knowledge of procurement processes, policies and procedures
  • Strong emphasis on accuracy and attention to detail
  • Ability to handle multiple projects simultaneously to meet goals and deadlines
  • Proficient in Microsoft Office programs, such as Word and Excel
  • Good time management and organisational skills
  • Basic mathematical knowledge

Core responsibilities (non-exhaustive):

  • Maintain a regular review of suppliers’ performance.
  • Monitoring and reporting of KPIs for existing supply chain. Working closely and proactively with suppliers to ensure their performance meets requirements.
  • Adhere to the schedule of supplier criteria that aligns with the requirements of the business (e.g. credit terms, delivery costs, returns procedures, ordering platform).
  • Consolidation of the supplier base to the benefit of the business where possible. Maintaining a structure of preferred suppliers that adhere to our supplier criteria.
  • Regular negotiation of trading terms and pricing with all preferred suppliers.

Head Office


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