About Us
We are a growing, established accountancy practice in Rugby with 350+ clients and a steady flow of new business (circa 12+ new clients per month plus walk-ins).
We pride ourselves on being approachable, efficient, and proactive in supporting our clients.
The Role
You will be the first point of contact for clients and play a key role in ensuring new and existing clients are looked after efficiently.
This is a hands-on, varied role combining client interaction, onboarding, admin coordination, and light marketing.
Please read before applying
This is a fast-paced, client-facing role in a busy accountancy practice.
It will suit someone who is highly organised, confident dealing with clients, and comfortable chasing information.
This role is not suitable for:
- Applicants with no office-based experience
- Candidates looking for a quiet or purely back-office admin role
- Those uncomfortable speaking with clients regularly
Key Responsibilities
Client Contact & Front-of-House
- Welcoming clients (in person and on the phone)
- Managing appointments and enquiries professionally
- Creating a positive first impression at all times
Client Onboarding
- Setting up new clients from initial enquiry through to engagement
- Issuing engagement letters and compliance documents
- Ensuring all required information is collected promptly
Chasing & Workflow Support
- Proactively chasing clients for records (this is a key part of the role)
- Keeping jobs moving so accounts and tax returns can be completed on time
- Supporting the team with deadlines and workflow tracking
Social Media
- Posting regular updates on Facebook/LinkedIn
- Promoting deadlines, tips, and firm updates
- Responding to basic online enquiries
What We’re Looking For
Essential
- Previous office-based admin or client-facing experience
- Confident communicator (phone, email, and in person)
- Highly organised with strong attention to detail
- Comfortable chasing clients and following up persistently
- Good IT skills (Microsoft Office)
Desirable (but not essential)
- Experience in an accountancy practice or professional services
- Familiarity with onboarding or compliance processes
- Experience managing business social media accounts
Personal Qualities (Important)
We are specifically looking for someone who is:
- Proactive and takes ownership of tasks
- Energetic and positive with clients
- Naturally organised and structured
Comfortable working in a busy, sometimes demanding environment
How to Apply
To help us identify suitable candidates, please include a short note in your application answering:
1. Describe your experience in a client-facing admin role
2. How do you handle chasing clients who are slow to respond?
Applications without these answers may not be considered.
Pay: £24,785.00-£26,000.00 per year
Benefits:
Work Location: In person
