Administrator

Francis Clark Financial Planning Ltd; Poole; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Poole is seeking an experienced administrator to support the Private Client Tax team. This role involves drafting correspondence, managing compliance processes, and offering administrative support. Ideal candidates will have outstanding communication skills, strong attention to detail, and the ability to work in a busy environment. The company is recognized as a Great Place to Work and offers a flexible working model along with extensive benefits.

Benefits

Pension

Group life assurance

Health cash plan

Option to buy extra holiday

Counselling and support

Virtual GP

Cycle to work

Shopping and gym discounts

Volunteering day

Emergency funding

Qualifications

• Experience working as an administrator in a fast-paced environment.
• Exceptional communication skills.
• Ability to adapt to suit different audiences.

Responsibilities

• Draft engagement letters and client correspondence.
• Manage Know Your Client processes.
• Facilitate communication between managers and clients.
• Monitor compliance logs.
• Provide administrative support during the HMRC compliance process.
• Assist with departmental projects and team coordination.
• Prepare reports and presentation slides.
• Process expenses and book travel.
• Engage with clients and colleagues.
• Support firm-wide initiatives.

Skills

Proactive

Organised

Strong attention to detail

Excellent organisational skills

Effective time management

Job description

In a nutshell

This role is perfect for an experienced administrator, who enjoys working in a fast-paced environment.

You’ll be joining an efficient, supportive team whose aim is to deliver outstanding value and effective support to the Private Client Tax team. If you enjoy tackling new challenges, managing multiple tasks, and working with a diverse team, this position will provide you with the perfect opportunity to showcase your skills and grow professionally.

What you’ll be doing day to day

• Draft engagement letters, proposals, and client correspondence
• Manage the Know Your Client and Anti-Money Laundering clearance processes and overseeing client data systems
• Facilitate communication between managers and clients
• Monitor compliance logs and supporting billing processes
• Provide administrative support through the HMRC compliance process
• Assist with departmental projects, team coordination, and workflow
• Prepare reports, presentation slides, and support marketing initiatives
• Process expenses, booking travel, and arranging accommodations
• Engage with clients and colleagues to drive effective outcomes
• Support firm-wide initiatives, including Facilities, ESG, and reception services

About you

In addition to your background working as an administrator, 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:

• Proactive, efficient, organised and comfortable working both independently and as part of a team
• Strong attention to detail and ownership for the delivery of high‑quality work
• Excellent organisational skills with the ability to use own initiative and have problem‑solving skills
• Effective time management skills and the ability to prioritise work

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.