At a Glance
- Tasks: Manage client workflows, emails, and deadlines in a dynamic finance environment.
- Company: Established accountancy practice in Clifton, Bristol with a supportive team culture.
- Benefits: Part-time hours, pension, training opportunities, and a lovely location near The Downs.
- Other info: Great career potential with a focus on personal development.
- Why this job: Join a growing team and develop your skills in a professional finance setting.
- Qualifications: Strong organisational skills, proactive mindset, and tech-savvy with finance systems.
The predicted salary is between 12 - 15 £ per hour.
Finance Administrator, Clifton, Bristol (part-time & hybrid)
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, Go Cardless, 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.
Key
Administrator, Finance Administrator, Administrator & Client Workflow Coordinator, Finance Coordinator, Coordinator, Bristol, Clifton, BS8.
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