Client Administrator
This is a Temporary, Part Time vacancy that will close in {x} days at {xx:xx} BST.
What's the Role?
We are looking for a part-time maternity cover Client Administrator located at our Bristol office (preferred) but we will consider candidates that would prefer to be based in our Exeter or Portishead office. The role is offered for 6 months initially with the possibility of this to be extended.
The key duties of the role include:
- Client onboarding and offboarding per procedures via online systems
- Contacting clients when required both via email and telephone
- Assertively following up with clients and colleagues when additional information is required
- Prepare and collate documentation according to money laundering procedures
- Ongoing electronic system maintenance
- Site based contact for the Regional Marketing Manager with occasional administrative support provided when necessary
You will need to:
- Be comfortable in liaising with clients via telephone, email or in person
- Have a professional appearance and demeanour
- Be confident in dealing with people at all levels
- Work independently and as part of a cross-site team
- Be able to ask for support when necessary
- Have attention to detail
Essential - previous experience in an administrative role
Desirable - previous experience in professional or accounting services
Ideally we would like the candidate to be able to work 20 hours per week across a minimum of 3 days, but we will offer some flexibility for the right candidate. There is some hybrid working offered once we are confident you are fully trained.
Who We Are
It starts with you!
Some people think being an accountant is all about numbers. Here at Haines Watts we don’t! We believe it’s all about our people and the relationships they forge as well as the specialist insight that they might build over time. We’ve been around for 90 years, so we must know a thing or two.
Our clients come from all walks of life. They have different backgrounds, experiences, talents, skills and goals. Just like our people.
So, we have a question for you: are you looking for a job that’s just about the numbers? Or do you want a career which leans into who you are as a person. You will build a common foundation with your colleagues whilst progressing from Trainee to Manager, but from there, with our in-house programmes to help you, we actively encourage you to discover who you are as a person.
Is your preference to become a foremost authority in an accountancy specialism or someone who is energised by relationships with clients and teams? We value either career path equally, but we know that you will value one more than the other and we will support you on that journey of discovery.
You can find out more about us and our story here.
Our People Stories
What We Get Up To
Our Benefits
Flexible Working
Training and Development
Health & Wellbeing
Pension
Private Healthcare
Employee & Client Referral Schemes
Enhanced Family Leave
Haines Watts Rewards Scheme
*Dependent on office/role.
Meet Some of Our People
Sara oversees our tax incentives and reliefs team and works closely with innovative and creative businesses across the country. By getting to know her clients and their businesses on an individual basis, she is able to understand their goals and tailors her advice accordingly.
Sara ensures that businesses are benefitting from the wide range of incentives and reliefs that are available, from research and development (R&D) and patent box, to creative industries tax relief.
I began looking for alternative options, and after getting in touch with Haines Watts, I was fortunate enough to get myself an apprenticeship position in the Launceston Office. Four and a half years later and I’m now a manager, I’ve completed my AAT qualification and I am now studying to be a chartered (ACA) accountant.
In that time, I’ve gained a wealth of technical knowledge and developed an array of skills, I’ve been provided endless opportunities and faced a variety of challenges. All while earning on the job, meeting new people and enjoying (almost) every step of the way.
With Haines Watts, the thing I enjoy most is the people. It’s a family-like team, we all get along and look out for each other. I also enjoy that no one day is the same. Our clients are from a variety of industries, we get to visit many different client offices and meet different workforces.
Study and working can be challenging. As I’ve got further through my exams, I’ve learned how to manage my time better and be more disciplined, although it’s still very tough! Studying does also help with work, as it adds to your technical accounting knowledge and soft skills through apprenticeship modules.
Katherine joined Haines Watts as an Accounts Senior, and has experience of working with a variety of clients on both accounts and audit engagements, including charities, academies and solicitors.
What do you enjoy most about your job?:
Problem solving, and building rewarding, long-term relationships with clients.
Lisa re-joined Haines Watts in 2021, as Marketing & Business Development Manager working across our Derby, Nottingham and Leicester offices. Lisa’s role involves managing the marketing activity of our offices, working closely with our directors and bringing a fresh new focus to the promotion of our business.
What do you enjoy most about your job?:
The variety of the role which means there is never a dull day, speaking to businesses and individuals to find out what they are looking for from their accountant and taking time to find out what matters to them. I also enjoy building lasting relationships with all our clients old and new, whilst at the same time working alongside a great team of colleagues.
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