Finance Administrator

Reactive Permanent Recruitment

Clifton

Hybrid

GBP 11,000 - 14,000

Part time

14 days+

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Benefits offered by this job

Parking permit
Pension & benefits
Training and career growth

Job summary

Reactive Recruitment is partnering with a Bristol (Clifton) based accountancy practice to recruit a part-time Finance Administrator & Client Workflow Coordinator. The role focuses on inbox management, deadline tracking, workflow scheduling, and system maintenance within a hybrid working pattern.

You will support client communications, manage records in XPM and HMRC portals, and help maintain smooth daily operations while growing with the business.

Qualifications

  • Inbox management and proactive triage of client emails.
  • Maintain live deadline calendar for Companies House, HMRC and internal systems.
  • Schedule workflows and prioritize team tasks.
  • Update XPM, GoCardless, AML records, onboarding forms, client notes and trackers.
  • Liaise with clients professionally and promptly.

Responsibilities

  • Inbox Management: triage client emails, acknowledge receipt, assign to team, chase responses.
  • Deadline Tracking: monitor deadlines and keep team aligned.
  • Workflow Scheduling: allocate tasks and monitor progress.
  • System Maintenance: update XPM, HMRC portals, AML records, onboarding forms.
  • Client Liaison: be the first point of contact for routine queries.
  • Document & Data Management: organise client documents and filing.
  • Daily Operational Checks: quick daily review of inbox, deadlines and workloads.

Skills

Proactive
Organised
Communication
Reliability
Tech proficient

Tools

Xero Practice Manager
HMRC portals
Companies House
Cloud systems

Job description

Package

£15 per hour + excellent career & benefits


Role

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.


Location

Clifton


Reference: JS-FA-BS8


Package

£15 per hour + excellent career & benefits


Role & 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.


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