Client Administrator

6 months ago


Bristol, United Kingdom Haines Watts Full time

Location
- **Bristol**
- Contract Type
- **Part Time**

**What's the Role?**

The key duties of the role include:

- Client onboarding and offboarding per procedures via online systems
- 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:

- 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

**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 Benefits**

**Flexible Working**

**Training and Development**

**Health & Wellbeing**

**Pension**

**Private Healthcare**

**Employee & Client Referral Schemes**

**Enhanced Family Leave**

**Haines Watts Rewards Scheme**

**Meet Some of Our People**

**Sara Andrews - Tax Partner - Newcastle**

***:
**Liam Downing - Accounts and Tax Manager - Launceston**

***:
**Nasim Kamaly - Audit Assistant Manager - Farnborough**

***:
**Katherine Rich - Accounts Senior - Derby**

***:
**Lisa Broadhead - Marketing and Business Development Manager


  • Client Administrator

    6 months ago


    Bristol, United Kingdom Riverside Recruitment Ltd Full time

    I am seeking a part-time Client Administrator for a 6-month maternity cover contract (possibility to be extended). Essential - Previous experience in an administrative role Desirable - Previous experience in professional or accounting services Responsibilities will include: - Client onboarding and offboarding per procedures via online systems -...


  • Bristol, United Kingdom Idex Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol.Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol....


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol....


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / HybridI'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office)I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office) I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration...


  • bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally...


  • Bristol, United Kingdom Bishop Fleming Full time

    Client Service Administrator **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an...


  • Bristol, United Kingdom Mercer Full time

    **Mercer Marsh Benefits - Bristol** Mercer Marsh Benefits(MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...

  • Client Administrator

    6 months ago


    Bristol, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bristol, United Kingdom Bishop Fleming Full time

    Description Client Service Administrator About the role We’re currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest...


  • Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in...


  • Bristol, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bristol, United Kingdom RWR Recruitment Full time

    RWR RECRUITMENT have an excellent opportunity for a professional and committed person to work for our client based in Bristol (BS5). We are looking for a Client Support Administrator to join the team with an immediate start! **Job Type: Full Time.** **Salary**: £24,500 +£150 bonus per quarter pending KPI’s are met **Shifts**: Monday-Sunday 40 hrs per...


  • Bristol, United Kingdom DAC Beachcroft Full time

    Job Introduction DAC Beachcroft is looking to appoint an Administrator to join our busy Clients and Markets marketing and business development team in Bristol. The Clients & Markets Administrator will provide general administrative support for the senior management team, working closely with the Deputy Director of Clients & Markets and Senior Manager...


  • Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the role** We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking for...

  • Client Administrator

    6 months ago


    Bristol, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bristol, United Kingdom Taxassist Accountants Bristol South Full time

    This position is suitable for someone who wants flexibility and likes document administration. This is a part time position with variable hours between 5 - 8 hours per week spread on 2 days. You will be based in the heart of Bristol, Bedminster. Public transport is available and on street parking too. The work consists in processing and managing clients’...