Finance Administrator

Reactive Permanent Recruitment; Gloucester; Hybrid; GBP 18,000 - 24,000; Part time

Benefits offered by this job

Parking permit

Pension & other benefits

Great training and career potential

Lovely Clifton location

Job summary

Reactive Recruitment in Bristol (Clifton) is seeking a Finance Administrator to support a busy accountancy practice. This part-time, hybrid role focuses on client workflows, document control, and daily operations. Training and career growth are emphasised alongside a supportive team environment.

The ideal candidate will have strong organisation, proactive multitasking, and clear communication with clients and colleagues. The post offers flexible hours and a friendly Clifton location.

Qualifications

• 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 key for part-time hours.
• 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.

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.

Skills

Inbox management

Deadline tracking

Workflow scheduling

System maintenance

Client liaison

Document management

Data management

Operations checks

Tools

Xero Practice Manager

HMRC portals

Companies House

Cloud systems

Job description

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, 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.