Senior Client Advisor
New Today
Why This Practice?
They don't hire"staff"; they invest in architects of the firm's future.
A Seat at the Table: Your insights don't just sit in a report; they drive firm-wide change. You are a lead character in their success story, never just a cog in the machine.
Culture of Authenticity: A high-energy, inclusive environment that celebrates the "whole person."
Innovation-Led: A growth-obsessed mindset that rewards those who challenge industry traditions with creative, tech-forward solutions.
The Role: The Virtual FD
As a Senior Client Advisor, your mission transcends the balance sheet. You are the strategic heartbeat for your clients—transforming their businesses and their quality of life.
Strategic Leadership: Act as the Virtual FD for a diverse portfolio, serving as the primary point of contact and lead strategist.
High-Impact Facilitation: Chair all pivotal client sessions, from business planning to quarterly strategy reviews.
Holistic Advocacy: Grasp the "big picture" of a client's life and business, acting as their advocate within the firm to ensure their best interests are always front and center.
Internal Synergy: Orchestrate client needs across specialised departments like Tax and Project Finance to deliver a seamless service.
Legacy Building: Mentor and develop the next generation of talent, training junior team members to become elite Client Advisors.
The Ideal Profile
We are looking for a commercially astute Accountant who recognises that high-level accounting is about people and performance.
The Advisory Lens: You possess a deep understanding of business models, KPIs, and the levers that drive profitability and enterprise value.
Technical Literacy : A solid grasp of how modern business software functions to ensure the credibility and accuracy of accounting intelligence.
Breadth of Knowledge: A strong foundational understanding of key tax matters (Corporation Tax, IHT, CGT) to spot opportunities before they are missed.
Solutions Focused: A natural problem-solver with a \"yes, and\" approach to complex client challenges.
The Executive Package
A competitive salary of up to £50k
Profit share scheme (after qualifying period in the role)
Company car or car allowance option (after qualifying period in the role).
Free quality lunch provided each day
30 Days Holiday (incl. bank holidays).
Flexible working hours
Hybrid working
Medical insurance (after qualifying period in the role)
Reward Lunches
Team Building days
A vibrant team environment
Excellent career progression
Ready to Change the Narrative?
If you are an ambitious professional ready to step into a high-reward advisory role, we want to hear from you.
Apply now for a confidential discussion or contact us directly.
TPBN1_UKTJ
- Location:
- Allesley
- Salary:
- £85,000
- Job Type:
- FullTime
- Category:
- Customer Service
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