Part-Time Finance & Client Workflow Coordinator

RPR National; Bristol; Hybrid; GBP 9,000 - 18,000; Part time

Benefits offered by this job

Parking permit

Pension & other benefits

Training and career growth

Job summary

Reactive Recruitment’s Bristol-based client seeks a part-time Finance Administrator to support the Clifton office. The role combines administration with client workflow coordination in a hybrid setup, offering training and career growth opportunities.

15 hours per week across weekdays with office-based parking options. You will manage inboxes, deadlines, workflows, and essential data across financial systems.

Qualifications

• Proactive mindset with ability to anticipate issues and chase resolutions.
• Excellent organisational skills to manage multiple deadlines and keep systems tidy.
• Strong communication to interact professionally with clients and team.
• Consistent daily engagement and reliability over hours.
• Tech competence with Xero Practice Manager, HMRC portals, and cloud systems.
• Attention to detail to ensure data accuracy.
• Calm under pressure during peak workloads.
• Discretion and professionalism when handling sensitive financial information.

Responsibilities

• Inbox Management: triage client emails, acknowledge receipt, assign to team, chase responses, and log communications.
• Deadline Tracking: maintain a live calendar; monitor Companies House, HMRC and internal systems; prompt team ahead of deadlines.
• Workflow Scheduling: allocate tasks, monitor progress, clarify priorities.
• System Maintenance: update XPM, GoCardless, AML records, onboarding forms, client notes, and internal trackers.
• Client Liaison: act as first point of contact for routine queries; maintain professional 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, workload, and system updates.

Skills

Proactive mindset

Exceptional organisation

Strong communication

Consistency

Tech-savvy

Attention to detail

Calm under pressure

Discretion & professionalism

Tools

Xero Practice Manager

HMRC portals

Companies House

Job description

Reactive Recruitment’s Bristol-based client seeks a part-time Finance Administrator to support the Clifton office. The role combines administration with client workflow coordination in a hybrid setup, offering training and career growth opportunities.

15 hours per week across weekdays with office-based parking options. You will manage inboxes, deadlines, workflows, and essential data across financial systems.