Finance & Workflow Coordinator - Part-Time, Hybrid

Reactive Permanent Recruitment; Clifton; Hybrid; GBP 11,000 - 14,000; Part time

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

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.