Job Description

About Us

Infinity Financial Solutions is an accountancy practice based in the New Forest. We provide a wide range of services to businesses and individuals, including bookkeeping, payroll, tax compliance, management accounts, and company secretarial support. Alongside accountancy, we also support with pensions, funding, and business planning.

The company also works in partnership with a dedicated HR consultancy, giving our clients access to professional HR services such as contracts, policies, and people management support. This combined approach means we can support clients across both their financial and HR needs.

Our team works with clients of all sizes, from start-ups to established companies, and we focus on building long term relationships by giving clear, practical advice. The firm has a supportive, collaborative culture where staff are encouraged to develop their skills and contribute to improving how we work.

Overview

We are seeking a proactive and highly organised

Accountancy & HR Administrator

to support both our client services and internal operations. This hybrid role blends accounting administration with human resources support, requiring someone who is adaptable, detail-oriented, and confident in client and employee interactions.

The role involves managing client workflows and records, ensuring compliance with AML and regulatory requirements, supporting directors with scheduling and correspondence, and providing HR administration including onboarding, payroll support, and personnel record management.

Key Responsibilities

Client & Accounting Administration

Conduct and monitor AML (Anti-Money Laundering) reviews. Assist with the collection and organisation of client financial records. Send client reminders regarding reviews, tax payments, deadlines, and records.

Human Resources Administration

Enter and maintain employee data in databases. Coordinate employee onboarding and offboarding processes. Answer employee queries in a timely and professional manner. Manage holiday and absence records. Assist with payroll processing and benefits administration. Record and monitor employee expenses. Distribute and update HR policies and procedures. Support recruitment activities including posting job adverts and arranging interviews. Conduct reference checks for new hires. Maintain and update personnel files in line with GDPR requirements.

General

Manage CRM systems for prospects and monitor status updates. Oversee the onboarding of new clients and track progress through workflows. Maintain and organise client records, ensuring compliance and accessibility. Track workflows, deadlines, and client deliverables. Manage incoming and outgoing correspondence, ensuring it is filed and flagged appropriately. Support directors with calendar scheduling, travel, meetings, and event bookings. Prepare and distribute meeting minutes and action points. Answer and redirect phone calls professionally. Draft, update, and format documents as required. Manage shared mailboxes to ensure timely responses. Liaise with clients and staff via email, phone, and in person. Provide ad hoc support to directors and team members as required.

Skills & Competencies

Strong organisational and multitasking skills with the ability to manage competing deadlines. Excellent attention to detail and accuracy. Confident communication skills, both verbal and written. Ability to maintain confidentiality and handle sensitive information with discretion. Strong IT literacy (Microsoft Office Suite; CRM and HR software experience desirable). Proactive problem-solver with the initiative to improve processes. Adaptability to manage both structured workflows and unexpected ad hoc tasks. Knowledge of HR processes and employment law basics is advantageous. Prior experience in an accountancy practice or financial services environment is desirable.

Qualifications & Experience

At least 2 years' experience in an administrative or HR role. Familiarity with CRM system. Understanding of AML requirements (training can be provided). CIPD or bookkeeping/accounting qualifications are an advantage but not essential.
Job Types: Full-time, Permanent

Pay: 25,000.00-28,000.00 per year

Benefits:

Casual dress Company events Company pension Free parking Private medical insurance
Application question(s):

Located within 15 miles of the office in Fordingbridge
Experience:

Administrative: 2 years (required)
Work Location: In person