Portfolio administrator Work, Jobs in Warrington, Chs (with Salaries)

Client Services Administrator
DH Accountants & Tax Advisors —Frodsham
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Accounting
- Tax experience
- Annual leave
- Work from home
Quick apply
1d
PA to Chief Executive and Administrative Lead
Shares Lancashire —Skelmersdale
- £28,000 a year
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
3d
Editorial Administrator
Springer Nature —Chester
- Full-time
- Computer literacy
- Bachelor's degree
- Communication skills
1d
Receptionist / Property Administrator
Outset —Warrington
- From £25,350 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Property Administrator
Betfred —Warrington
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
- Employee assistance programme
Quick apply
Apprentice Payroll Administrator
Smart —Bolton
- £26,000 - £28,005 a year
- Full-time
- No experience needed
- Employee assistance programme
- Employee discount
2d
Paralegal
TLT —Manchester
- Full-time
- Hybrid work
- Business development
- Organisational skills
- IT
11d
Operations Assistant (Apprentice)
Hoxton —Manchester
- Full-time
- Hybrid work
- English
- School
Quick apply
Resident and Property Administrator
Ascend Properties —Sale
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
4d
SHE Manager
Kier Group —Warrington
- Full-time
- Driving
- Travel
- Flexible schedule
Section Engineer
Kier Group —Warrington
- Full-time
- Engineering
- Project management
- Flexible schedule
2d
Investment Administrator
Quilter —Liverpool
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- IT
9d
Salesforce Administrator
SEFE Securing Energy for Europe GmbH —Manchester
- Hybrid work
- Salesforce
Finance Assistant
Pour Moi Ltd. —Macclesfield
- From £28,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Sales
- Accounting
- Store discount
- Work from home
Quick apply
Account administrator
ASEL —Rochdale
- £27,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
- Employee discount
12d
IFA Administrator
Search Hiredonline —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
12d
IFA Administrator
Search —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
Supply Chain Planner
Univar Europe Ltd. —Manchester
- Microsoft Excel
- Microsoft Office
12d
IFA Administrator (Exclusive to Taylor James)
Taylor James Professional Recruitment —Manchester
- £28,000 - £36,000 a year
1d
MEICA Lead
Kier Group —Warrington
- Full-time
- Flexible schedule
2d

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portfolio administrator jobs near warrington, chs

Client Services Administrator

DH Accountants & Tax Advisors
Frodsham

Quick apply

Job details

Full-time
£25,000 - £28,000 a year
1 day ago

Benefits

Casual dress
Additional leave
Annual leave
Company pension
Work from home

Qualifications

Xero
Administrative experience
Accounting
Balance sheet reconciliation
CIMA
Tax experience
AAT

Full job description

Client Services Administrator DH Accountants & Tax Advisors | Full Time

We're a growing independent practice looking for a client services administrator to join our busy team. This is a role at the heart of our small client services team, handling client onboarding, invoicing, and credit control. As the face of the business, you will be friendly, professional and proactive - someone who takes pride in doing things properly and genuinely cares about the service clients receive.

Based primarily at our Frodsham office 2 days a week, with working from home flexibility following the probation period, you will be joining a small client services team within a growing practice that looks after a varied portfolio of small business and sole trader clients.

The role

You'll be working across client-facing and back-office tasks, including:

Managing end-to-end client onboarding from proposal acceptance to system set-up
Conducting AML/KYC checks and maintaining compliance records
Raising and issuing invoices accurately and on time
Working as part of our credit control team: monitoring aged debt and managing overdue accounts
Answering calls and handling client queries, routing to the right team member
Preparing and filing confirmation statements
Liaising with HMRC on routine client matters
Keeping client records up to date across our systems

What we're looking for

Experience in an administrative, accounts, or client services role (accountancy practice experience is ideal)
Confident communication by phone and email, including with HMRC
Methodical approach to invoicing and credit control, with strong attention to detail
Comfortable with cloud-based systems; Karbon and Xero experience is a bonus
Organised, self-motivated, and able to juggle competing priorities
Warm, professional manner

The details

Salary: £25,000 to £28,000 depending on experience
Hours: 35 hours per week, Monday to Friday, 9:00am to 5:00pm
Location: 2 days per week in our Frodsham office; travel to our Liverpool office as required
Working from home: Available following probation period

Benefits

28 days annual leave including bank holidays
Christmas closure: up to 10 additional working days off over Christmas and New Year
Long service leave: 1 extra day per year after 3 years' service, up to 5 additional days
Pension: auto-enrolled after 3 months (you up to 5%, company 3%), salary sacrifice available
All-staff social events twice a year
Smart casual dress code
Modern, cloud-based practice using automation
Mac hardware: We use Macbooks across the practice (experience helpful but not essential)

The interview process

As part of the interview process, shortlisted candidates will be asked to complete a practical assessment. This is a short, real-world exercise designed to give you a feel for the kind of work involved in the role and to help us understand how you approach everyday tasks.

About DH Accountants & Tax Advisors

Founded in 2009, DH Accountants & Tax Advisors is a cloud-based practice with offices in Liverpool and Frodsham. We support a broad range of clients from sole traders to charities and limited companies, across many sectors. Our services span accountancy compliance, bookkeeping, payroll, tax advice, management reporting, R&D tax credits and consultancy.

We are a small but scaling team, and we take pride in delivering a personal, proactive service that goes beyond the numbers.

How to apply

Send your CV and a cover letter to [email protected] with the subject line 'Client Services Administrator Application'. Tell us a little about your background and why this role appeals to you.

No agencies, please.

Job Type: Full-time

Pay: £25,000.00-£28,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Administrative: 2 years (preferred)

Work Location: Hybrid remote in Frodsham WA6 6PN

Quick apply

Refine Your Search

portfolio administrator jobs in warrington, chs

Client Services Administrator

PA to Chief Executive and Administrative Lead

Editorial Administrator

Receptionist / Property Administrator

Property Administrator

Apprentice Payroll Administrator

Paralegal

Operations Assistant (Apprentice)

Resident and Property Administrator

SHE Manager

Section Engineer

Investment Administrator

Salesforce Administrator

Finance Assistant

Account administrator

IFA Administrator

IFA Administrator

Supply Chain Planner

IFA Administrator (Exclusive to Taylor James)

MEICA Lead

I want to receive the latest job alerts for portfolio administrator in warrington, chs

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