In a nutshell
This is your chance to be an integral part our Business Support team; you'll be providing vital support to our reputable Audit & Assurance department. This is perfect for a confident administration professional, who enjoys working in a fast-paced environment and wants to get involved with a diverse range of responsibilities.
This unique split office role sees you working 3 days in Exeter and 2 days in Torquay. This provides a lot of variety, in not only the work you'll do but also who you'll work with. This will be supported with our expense policy, subject to further discussion.
What you'll be doing day to day
This diverse role has two areas of responsibility:
Client Engagement and work portfolio management:
- Building strong working relationship with the audit team – in particular, the senior manager/manager group
- Drafting of letters including letters of engagement/standing instruction to clients in accordance with brand and risk procedures
- Manage the ‘Know Your Client’ and Anti-Money Laundering clearance processes
- Assistance with preparing/formatting presentation slides, letter, reports, Audit Completion Reports and MS Word financial statement templates
- Controlling and monitoring various logs such as audit file completion, assignment reviews and requests to banks for confirmations
- Liaising with clients, partners and managers regarding the signing and filing (internally and with Companies House) of signed financial statements.
- Drafting and processing client bills
- Maintenance of client contact and relationship databases
- Supporting the delivery of services to clients through the management of staff planners and arranging travel and accommodation for team members as required
Business Support:
- Providing the Partnership with any personal assistance as and when required
- Seek to support the Partnership in delivering the firm’s 3-year strategy
- Assistance with preparing presentation slides and reports in accordance with the Firm’s brand and risk procedures
- Involvement in marketing support activities
- Carry out any scanning, photocopying and binding of documents
- Processing expense claims and reconciling statements with the finance team
- Facilitate travel and accommodation arrangements in line with the Firm’s policies
- Co-ordinating diaries and meeting management for staff as and when required
About you
- Educated to A level (or equivalent) minimum
- Experienced in a professional services environment
- Have excellent IT skills, in particular, an extensive knowledge of MS Office
- Strong communication skills that are adaptable to suit the audiences you are supporting
- Applicants should be proactive, efficient, organised and comfortable working both independently and as part of a team
- A strong attention to detail and ownership for the delivery of high-quality work
- Have excellent organisational skills
- The ability to use own initiative and have problem-solving skills
- Have excellent time management skills and the ability to prioritize work
- Be comfortable handling sensitive information in a discrete and confidential manner
Why work at PKF Francis Clark
We’re the largest firm of independent chartered accountants and business advisors in South West England. We have nine offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.
The firm, which celebrated its centenary in 2019, has annual revenue of over £65 million and a 900-strong team based across our offices. Our continuing growth offers you the opportunity to expand and develop your career in a direction that interests you.
We offer a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Since September 2022, PKF Francis Clark has been certified as a Great Place to Work.
In 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 you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen.
We’ve also been ranked:
- 33rd out of 87 in the UK’s Best Large Workplaces 2023
- 46th out of 89 in the UK’s Best Large Workplaces for Women 2023
PKF Francis Clark has been highlighted as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services by workplace culture experts Great Place to Work.
And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’re ranked 28th among England’s Top 100 Apprenticeship Employers by the Department of Education and High Fliers Research.
Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of firms, which together are ranked as the 12th largest provider of accountancy services in the UK by Accountancy Age. As part of a global community of business advisors in 150 countries, the opportunities to expand your horizons by connecting with PKF colleagues around the world are endless.
Your core 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
- 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*
- 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
- These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.