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PKF-Francis Clark Chartered accountants & business advisers

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Exeter

AI generated summary

  • You must be proactive, organised, detail-oriented, and possess strong time management skills. Initiative and problem-solving abilities are essential for high-quality work both independently and in a team.
  • You will manage client on-boarding, support administrative tasks, maintain client data systems, assist in daily operations, ensure compliance, and contribute to departmental projects.

Requirements

  • 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.

Responsibilities

  • Manage the Client On-Boarding processes in accordance with Anti-Money Laundering Legislation.
  • Support the delivery of an excellent client service through the provision of a variety of administrative tasks such as preparing letters and submitting key compliance documents to Financial Institutions.
  • Manage client data systems collaboratively with teams across the Firm.
  • Support the day-to-day operational running of the Professional Practices department through PA support to senior colleagues and attendance at workflow meetings.
  • Maintenance of quality management and risk compliance procedures.
  • Support in departmental projects

FAQs

What type of experience is required for the Administrator role?

The role requires experience working as an administrator in a professional environment.

What are the main responsibilities of the Administrator?

The Administrator will manage Client On-Boarding processes, support client service through administrative tasks, manage client data systems, assist the Professional Practices department, maintain compliance procedures, and support departmental projects.

What skills are essential for success in this role?

Essential skills include proactive organization, attention to detail, effective communication, initiative, problem-solving capabilities, and excellent time management.

Where is PKF Francis Clark located?

PKF Francis Clark has nine offices located in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay, and Truro in South West England.

What kind of benefits does PKF Francis Clark offer?

Benefits include financial benefits such as pension and group life assurance, health and wellbeing benefits including holiday options and counselling services, and other perks like discounts and volunteering days.

Is there an opportunity for career development at PKF Francis Clark?

Yes, PKF Francis Clark offers opportunities for career development and supports employees in expanding their careers in directions that interest them.

How does PKF Francis Clark support employee wellbeing?

They offer health and wellbeing benefits such as a health cash plan, virtual GP services, counselling for employees and family members, and additional holiday options.

What is the firm’s position in the industry?

PKF Francis Clark is the largest independent firm of chartered accountants and business advisors in South West England, ranked as the 12th largest provider of accountancy services in the UK.

Can employees purchase additional holidays?

Yes, employees have the option to buy up to five extra days of holiday.

What is the workplace culture like at PKF Francis Clark?

PKF Francis Clark promotes a supportive and flexible culture, with initiatives focusing on inclusivity, staff wellbeing, and career development. They have been recognized as a Great Place to Work.

PKF-Francis Clark Chartered accountants & business advisers

Accounting
Industry
501-1000
Employees
1919
Founded Year

Mission & Purpose

PKF Francis Clark is a firm of chartered accountants and business advisers based in the South West. Established in 1919, the firm has grown to over 900 staff and 57 partners across nine offices (Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro). We are passionate about the client being central to everything that we do and are constantly trying to exceed their expectations. Our vision is shared ambition – we take time to understand a client’s business and will work with them to achieve their goals, making sure that we provide the right specialist advice for their individual needs. We are renowned for our range of expertise across multiple specialisms and sectors. Our clients have one point of contact but enjoy the peace of mind that should they need advice on a specific specialist area, we have the expertise in-house to be able to help quickly and efficiently. We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. In September 2022, PKF Francis Clark was certified as a Great Place to Work. In February 2023 we were ranked as one of the UK’s Best Workplaces for Wellbeing (40th out of 79 among large organisations). We work hard to ensure that ours is a culture where our people can be themselves, develop and be part of a forward-thinking team that makes brilliant things happen. We are a member of PKF UKI, which is ranked 11th in Accountancy Age's 2022 ranking of the UK's largest accountancy firms. Membership of the PKF Global network, covering 150 countries, allows us to better support our clients both here in the UK and around the world, especially those with international and cross border interests.