Job description


Administrator (1255)

  • Location:
  • Working Hours:
    Full Time

Are you a great communicator with strong organisational skills? Then we have a great opportunity for you where no two days are the same!

Our dynamic and progressive Client Support Team in our Exeter office are looking for an Administrator to join the team. 

About you: 

  • Educated to A level (or equivalent)
  • Applicants should be proactive, efficient, organised and comfortable working both independently and as part of a team
  • Demonstrate the use of initiative and problem-solving skills
  • Have excellent communication skills
  • Have excellent time management skills and the ability to prioritise work
  • Be comfortable handling sensitive information in a discrete and confidential manner
  • Demonstrate strong attention to detail
  • Demonstrate strong IT skills and be proficient with all MS office products
  • Have experience in a professional services environment

What you’ll be doing:

  • Business Support:
    • Providing personal assistance as and when required
    • Support the Partnership in delivering the firm’s 3-year strategy
    • Support in team meetings with minute taking
    • Assist with preparing presentation slides and reports
    • Involvement in marketing support activities
    • Processing expense claims and reconciling statements with the finance team
    • Facilitate travel and accommodation arrangements
    • Co-ordinating diaries and meeting management for staff as and when required
  • Client Engagement and work portfolio management:
    • Drafting letters of engagement and dis-engagement to clients
    • Manage the ‘Know Your Client’ and Anti-Money Laundering clearance processes
    • Maintaining client contact and relationship databases
    • Be the point of contact between managers and clients
    • Control and monitor various logs including those covering assignment reviews
    • Control and monitor the bank confirmation process, generating bank letter authorities using a dedicated platform and liaising with clients and managers throughout the process.
    • Support managers through the HMRC compliance processes, in particular:
      • Filing accounts with Companies House
      • Filing accounts and company tax returns with HMRC
      • Collating correspondence packs and issuing to clients via our on-line portal
      • Managing client review planners
      • Trust Registration service in their responsibilities (ie ensuring portfolio holders are meeting filing deadlines for TRS)
    • Supporting the WIP and billing review processes

Your benefits:

  • Employer pension scheme
  • Childcare vouchers
  • Travel to work loans
  • Cycle to work scheme
  • Client and employee referral bonuses
  • Give as you earn
  • Employee assistance programme
  • Virtual GP
  • Second opinion medical service
  • Bereavement counselling and probate helpline
  • Your professional institute fees paid by the firm
  • Discounted shopping portal
  • Francis Clark Charitable Foundation in support of current and former employees
  • 25 days annual leave with the option to ‘buy back’ a further 5 days

Why work at PKF Francis Clark?

We’re the largest firm of independent chartered accountants and business advisors in South West England. We have eight offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.

The firm, which celebrated its centenary in 2019, has 54 partners and over 800 members of staff, with annual revenue of over £50 million. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.

We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be.

PKF Francis Clark is a member of the PKF International family of legally independent firms, which together are ranked as the 11th largest provider of accountancy services in the UK by Accountancy Age.

What next:

Please click ‘Apply Now’. If you don’t have an up-to-date CV or would prefer to chat to someone before applying, get in touch with Alisha Wheeler

Everyone will receive a response.

PKF Francis Clark doesn’t discriminate. We’re interested in your skills, your experience, your potential, and nothing else.

We are not accepting agency introductions unless prior approval has been given in writing.

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Centenary House,, Peninsula Park, Rydon Lane,, Exeter, UK, EX2 7XE