PKF Francis Clark
Exeter, Devon
In a nutshell This opportunity is ideal for an experienced administrator who thrives in a dynamic, fast-paced environment and is passionate about delivering outstanding client service. You'll play a key role in supporting the Business Advisory function, ensuring client engagement processes run smoothly and efficiently. If you enjoy taking on new challenges, managing multiple priorities, and collaborating with a diverse group of colleagues, this role offers the perfect platform to showcase your expertise and continue developing professionally. What you'll be doing day to day Manage client engagement processes by drafting and maintaining engagement/disengagement letters in line with brand and risk procedures, and overseeing Know Your Client and Anti Money Laundering clearance. Ensure operational efficiency by updating workforce planning software and monitoring departmental logs to keep assignment reviews and performance management on track. Support financial processes including preparing billing information, reconciling expense claims, and assisting with financial reporting data. Deliver excellent client service through varied administrative tasks such as preparing letters, drafting client notes via dictation, and submitting compliance documents to financial institutions. Maintain data integrity and compliance by managing client data systems collaboratively across the Firm, ensuring quality management and risk compliance procedures are consistently upheld. Contribute to departmental projects aligned to the firm's 3 year strategy, including preparing presentation slides and reports, and facilitating travel and accommodation arrangements in line with policy. About you In addition to your background as an administrator, your strong communication skills and ability to adapt to different audiences will add real value to the team. You'll bring: A proactive, efficient, and organised approach, with confidence working independently and as part of a team. Strong attention to detail and ownership of delivering high quality work. Excellent organisational skills, initiative, and problem solving ability, with confidence in making decisions within agreed frameworks. Effective time management skills with the ability to prioritise competing demands and support colleagues to meet departmental objectives. 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 breadth of opportunities to develop your career in the way that's right for you. Established in 1919, we've grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we're big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture. We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally. For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list. We're also in the UK's top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services. All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey. The success rates of our trainees mean we're also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025. While we're proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms - together we're the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like minded accountants and business advisers in 150 countries. Your core benefits Financial benefits: Pension Group life assurance - up to four times your core salary Group income protection Health cash plan to help cover the costs of everyday healthcare Health & Wellbeing benefits: Option to buy 5 extra days holiday Counselling and support for you and your immediate family Virtual GP for you and your immediate family Cycle to work Other benefits: Medicash Extras providing you with shopping and gym discounts Gifts for career and family milestones One volunteering day per year to support local organisations Emergency funding from the Francis Clark Charitable Foundation Please note 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 This is a 12-month fixed term contract providing essential maternity cover. We are looking for the successful applicant to start in June 2026 but will consider an earlier start date, if required. Job title used internally may not align exactly with the title displayed in this advert
In a nutshell This opportunity is ideal for an experienced administrator who thrives in a dynamic, fast-paced environment and is passionate about delivering outstanding client service. You'll play a key role in supporting the Business Advisory function, ensuring client engagement processes run smoothly and efficiently. If you enjoy taking on new challenges, managing multiple priorities, and collaborating with a diverse group of colleagues, this role offers the perfect platform to showcase your expertise and continue developing professionally. What you'll be doing day to day Manage client engagement processes by drafting and maintaining engagement/disengagement letters in line with brand and risk procedures, and overseeing Know Your Client and Anti Money Laundering clearance. Ensure operational efficiency by updating workforce planning software and monitoring departmental logs to keep assignment reviews and performance management on track. Support financial processes including preparing billing information, reconciling expense claims, and assisting with financial reporting data. Deliver excellent client service through varied administrative tasks such as preparing letters, drafting client notes via dictation, and submitting compliance documents to financial institutions. Maintain data integrity and compliance by managing client data systems collaboratively across the Firm, ensuring quality management and risk compliance procedures are consistently upheld. Contribute to departmental projects aligned to the firm's 3 year strategy, including preparing presentation slides and reports, and facilitating travel and accommodation arrangements in line with policy. About you In addition to your background as an administrator, your strong communication skills and ability to adapt to different audiences will add real value to the team. You'll bring: A proactive, efficient, and organised approach, with confidence working independently and as part of a team. Strong attention to detail and ownership of delivering high quality work. Excellent organisational skills, initiative, and problem solving ability, with confidence in making decisions within agreed frameworks. Effective time management skills with the ability to prioritise competing demands and support colleagues to meet departmental objectives. 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 breadth of opportunities to develop your career in the way that's right for you. Established in 1919, we've grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we're big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture. We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally. For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK's Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list. We're also in the UK's top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services. All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey. The success rates of our trainees mean we're also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025. While we're proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms - together we're the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like minded accountants and business advisers in 150 countries. Your core benefits Financial benefits: Pension Group life assurance - up to four times your core salary Group income protection Health cash plan to help cover the costs of everyday healthcare Health & Wellbeing benefits: Option to buy 5 extra days holiday Counselling and support for you and your immediate family Virtual GP for you and your immediate family Cycle to work Other benefits: Medicash Extras providing you with shopping and gym discounts Gifts for career and family milestones One volunteering day per year to support local organisations Emergency funding from the Francis Clark Charitable Foundation Please note 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 This is a 12-month fixed term contract providing essential maternity cover. We are looking for the successful applicant to start in June 2026 but will consider an earlier start date, if required. Job title used internally may not align exactly with the title displayed in this advert