BACKGROUND:

Agilio Software Group is the UK’s largest provider of back office,
compliance, and workforce solutions in primary care and dental.
We have ambitious and exciting growth plans and are looking for
talented individuals to be part of our journey.

JOB PURPOSE:

This role requires a proactive finance assistant to provide essential
day-to-day support across our Accounts, Sales, and Central Marketing
teams. You are the glue that keeps our systems accurate, our
communications flowing, and our projects on track—ensuring our people
can focus on delighting clients and driving growth.

YOU WILL BE RESPONSIBLE FOR:

• Provide day-to-day administrative support to Accounts, Sales and

Central Marketing teams.

• Keep CRM systems (e.g., HubSpot, Salesforce) updated with the

latest client and transaction data, including information from the

accounts system.

• Perform accurate data entry and conduct regular audits to

maintain data integrity.

• Process invoices, purchase orders, and expense claims as

needed.

• Support the Central Marketing team with admin tasks.
• Handle overflow support calls, logging details and outcomes in the