In a nutshell
This role is perfect for an experienced administrator, who enjoys working in a fast‑paced environment.
You’ll be joining an efficient, supportive team whose aim is to deliver outstanding value and effective support to the Private Client Tax team. If you enjoy tackling new challenges, managing multiple tasks, and working with a diverse team, this position will provide you with the perfect opportunity to showcase your skills and grow professionally.
What you’ll be doing day to day
* Draft engagement letters, proposals, and client correspondence
* Manage the Know Your Client and Anti‑Money Laundering clearance processes and overseeing client data systems
* Facilitate communication between managers and clients
* Monitor compliance logs and supporting billing processes
* Provide administrative support through the HMRC compliance process
* Assist with departmental projects, team coordination, and workflow
* Prepare reports, presentation slides, and support marketing initiatives
* Process expenses, booking travel, and arranging accommodations
* Engage with clients and colleagues to drive effective outcomes
* Support firm‑wide initiatives, including Facilities, ESG, and reception services
About you
In addition to your background working as an administrator, your exceptional communication skills, and the ability to adapt to suit the audiences you’ll be supporting, you’ll add value to the team with these skills:
* Proactive, efficient, organised and comfortable working both independently and as part of a team
* Strong attention to detail and ownership for the delivery of high‑quality work
* Excellent organisational skills with the ability to use own initiative and have problem‑solving skills
* Effective time management skills and the ability to prioritise work
Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you.
Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.
We want you to belong, be yourself and do your best work as part of a forward‑thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.
For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.
We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we’re one of The Sunday Times Top 100 Apprenticeship Employers.
Being a Certified B Corp means we’re held to high standards for environmental and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long‑term decisions that balance people and planet.
We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like‑minded advisers in 150 countries.
Your core benefits
Financial wellbeing
* Group personal pension to help you build your future savings through employer and employee contributions
* Group life assurance providing cover up to four times your basic annual salary
* Group income protection available after six months’ service
* Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse
Mental wellbeing
* Counselling and emotional support for you and your immediate family
* Virtual GP and second opinion services for you and your immediate family
* Access to trained Mental Health First Aiders for confidential, peer to peer support
Physical wellbeing
* Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
* Discounted membership at gyms, pools and studios across the UK
* Digital health and wellbeing tools available through the employee health cash plan
* Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support
Additional benefits
* Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
* The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) *
* One paid volunteering day each year to support local organisations
* Electric vehicle lease scheme (grade and pay criteria apply) *
* Gifts to mark key career and family milestones
* Expert led webinars on mental, physical and financial wellbeing
* Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage
Additional information
* Please be aware that the job title used internally may not align exactly with the title displayed in this advert
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