Finance Administrator

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.

Key: 

Administrator, Finance Administrator, Administrator & Client Workflow Coordinator, Finance Coordinator, Coordinator, Bristol, Clifton, BS8.