Finance Administrator, Poole

Are you a proactive and highly organised administrator with a keen eye for detail, looking for a role where you can be a key part of a busy team’s success?

Our client is looking for a detail-focused Finance Administrator to join their Poole office and support their growing finance team.

As Finance Administrator, you’ll be central to managing the documentation and coordination that keeps complex deals moving smoothly. You’ll prepare and issue Offers of Finance, manage digital documentation through specialist systems and liaise between brokers, internal teams and external stakeholders.

Key Responsibilities:

• Prepare and issue Offers of Finance and broker fee documentation with accuracy and attention to detail.
• Log new deal enquiries and manage pipeline information to support sales team visibility.
• Arrange execution of documents using digital platforms and maintain secure storage systems.
• Process initial and subsequent drawdowns, ensuring all conditions are satisfied before release.
• Liaise with internal teams including Legal, Valuations, Onboarding, Finance and Credit to coordinate deal progression.
• Act as main point of contact for brokers, responding to enquiries and providing deal updates.
• Support Sales and Origination team with meeting coordination, presentation preparation and travel arrangements.

Who They’re Looking For:

• Previous experience in property, banking or mortgage finance.
• Strong attention to detail with ability to spot errors and inconsistencies.
• Excellent organisational skills managing multiple tasks in a fast-paced environment.
• Confident written and verbal communication with brokers and internal stakeholders.
• Proficiency with Microsoft Office including Word, PowerPoint, Excel and Outlook.
• Knowledge of CRM, loan management systems and digital document management platforms.

Benefits:

• 25 days’ holiday + bank holiday and office closures over Christmas.
• Pension and health insurance options.
• Access to on-site gym.
• Employee recognition and regular team socials.
• A supportive environment with opportunities to develop.
• Free onsite car park.
• Onsite gym.

If you’re organised, reliable and keen to develop expertise in financial services, this is an excellent opportunity to build a rewarding career in a collaborative environment.