Could this be the opportunity you’ve been looking for? We are looking for an experienced administrator who is passionate about helping an organisation to function at its best.

The opportunity

This newly created role will be a crucial link between our clients and our organisation. You will partner with a group of clients and support them through their client lifecycle with us. To do this effectively you will also support 2 busy Directors and be the person who makes things happen for them! This could include anything from liaising with clients on their behalf, managing their diaries, managing their documents and correspondence, preparation of recurring documents, initiating bills, and everything else!

Being a CA firm, there is a lot to learn about trusts, charities, company structures, and all the legislation that supports our work, so this role is perfect for someone who enjoys learning! The varying complexity of our clients presents unique opportunities for you to learn about a very diverse range of businesses and how they operate. There is always something new happening which provides plenty of opportunity to develop your skills further.

This full-time permanent role involves:

• The processing of client financial records
• Formatting of reports and correspondence to clients
• Following up clients to ensure records compliance
• AML compliance
• Companies Office updates
• Using our practice management system to create and maintain accurate client data
• Working to deadlines by the frequent re-prioritising of tasks during each day
• Using templates to create documents

About you

We are looking for an experienced administrator with a keen eye for detail and lots of initiative, plus a focus on being efficient and effective in your role. You would also be at an advantage if you have the following:

• Previous experience in a 1:1 or 1:2 PA role, or experience in a client relationship role
• Previous experience working in a legal environment or preparing legislative compliance documents, possibly in a consulting environment such as an Accounting practice, Law firm or Real Estate agency
• A true passion for using your initiative, problem solving and working efficiently to get things done
• Proven ability to work collaboratively with a team with exceptional oral and written communication skills with no issues picking up the phone.
• Outstanding organisation and prioritisation skills, with the ability to be a few steps ahead, and the confidence to take ownership and solve the challenges that cross your desk
• Intermediate skills in the Microsoft Office Suite including; Outlook, Teams, Word, Excel and PowerPoint

Why us

Our team focuses on building strong, lasting relationships with each other and our clients, and openly sharing knowledge to help each other grow and develop. We’re bold self-leaders who always keep our clients, and each other’s best interests at heart.

We understand that there is life outside of work and this is why our values of family, quality, respect, and passion are the foundation of all our interactions. These values create a unique, supportive working environment that fosters growth while maintaining a healthy work life balance offering benefits that help make this easier such as

• Annual salary review
• Income protection insurance + Discounted Southern Cross Health insurance
• 2 extra paid ‘Baker Tilly leave’ holidays
• Active Social club, free organised social events and company sports teams
• Supportive, friendly, and inclusive work environment and team culture (our top priority)

If this type of environment and role appeals to you - apply now! Applications close on Sunday 28 September 2025.