At a Glance
- Tasks: Manage client communications, deadlines, and workflow in a dynamic finance environment.
- Company: Established accountancy practice in the heart of Clifton, Bristol.
- Benefits: Part-time hours, pension, training opportunities, and a lovely location.
- Other info: Flexible hybrid working with great career potential.
- Why this job: Join a growing team and develop your skills in finance administration.
- Qualifications: Proactive mindset, strong organisation, and excellent communication skills.
The predicted salary is between 15000 - 20000 £ per year.
Reactive Recruitment are working with a Bristol (Clifton) based accountancy practice who have been working with clients UK wide since 2013. Due to increased business, they seek a valuable member of their team to join as an Administrator & Client Workflow Coordinator on a part-time basis.
Finance Administrator package & hours:
- Working Monday to Friday 3 hours per day (15 hours per week) during office hours
- Parking permit available if required (although close to The Downs for a short walk/free parking)
- Pension & other excellent benefits/perks
- Great training and career potential with business growth
- Lovely location in Clifton, Bristol
Core Responsibilities:
- Inbox Management: Triage client emails, acknowledge receipt, assign to team members, chase responses, and maintain communication logs.
- Deadline Tracking: Maintain a live deadline calendar; monitor Companies House, HMRC and internal systems; prompt team members ahead of deadlines.
- Workflow Scheduling: Allocate tasks, monitor progress, and ensure the team has clarity on priorities.
- System Maintenance: Update XPM, GoCardless, AML records, onboarding forms, client notes, and internal trackers.
- Client Liaison: Act as the first point of contact for routine queries; maintain professional, timely communication.
- Document & Data Management: Organise client documents, ensure correct filing, maintain Companies House and HMRC records.
- Daily Operational Checks: Quick daily review of inbox, deadlines, team workload, and system updates.
Attributes & Skills Needed:
- Proactive mindset — Spots issues before they become problems; chases rather than waits.
- Exceptional organisation — Able to manage multiple deadlines and keep systems tidy.
- Strong communication — Clear, professional, concise communication with clients and team.
- Consistency — Daily engagement is essential; reliability is more important than hours.
- Tech competence — Comfortable with Xero Practice Manager, HMRC portals, Companies House, and general cloud systems.
- Attention to detail — Ensures data accuracy and avoids errors in deadlines or client records.
- Calm under pressure — Able to manage workload peaks without losing control.
- Discretion & professionalism — Handles sensitive financial information appropriately.
We look forward to receiving your application.
Finance Administrator in Bristol employer: Reactive Permanent Recruitment
At Reactive Permanent Recruitment, we pride ourselves on being an excellent employer that values teamwork and individual contributions. Our Gloucester location offers a vibrant work culture with a strong focus on employee growth, providing opportunities for professional development and career advancement. With competitive salaries, performance bonuses, and the added benefit of a fully expensed company car, we ensure our employees are well-supported and motivated to achieve their best.
Contact Details:
Reactive Permanent Recruitment Recruitment Team
