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  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Business, Operations & Strategy
  • Bristol

Requirements

  • In addition to your background working within a professional services environment, your exceptional communication skills, and the ability to adapt to suit the audiences you’ll be supporting, you’ll add value to the team with these skills:
  • Excellent IT skills, in particular, an extensive knowledge of MS Office
  • 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

Responsibilities

  • 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 bank letter requests
  • Liaising with clients, partners and managers regarding the signing and filing (internally and with Companies House) of signed financial statements.
  • Maintenance of client and contact relationship data
  • 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
  • Facilitate travel and accommodation arrangements in line with the Firm’s policies
  • Co-ordinating diaries and meeting management for staff as and when required

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.