Senior Client Adviser
Location: Coventry
Company: Oldfield Advisory LLP
Salary: £60,000 - £90,000, depending on experience + large range of benefits listed below

Are you in an accounting firm and would like more focus on client facing time, rather than being bogged down with managing people and/or reviewing work?

Are you a CFO/finance director in industry, but are getting too involved in the day-to-day activities, and would like to express your talent more across multiple businesses?

Position Overview:

Make the vision of transforming quality of life for business owners a reality the clients you are responsible for.

Using your expertise and acumen to support our clients in growing their business, generating cash, maximising profitability and building valuable businesses, and deliver on a 3 year growth plan.

You will be backed up by a team of accountants that will be responsible for the day-to-day accounting and tax requirements for these clients, but you will be responsible for representing the Oldfield brand to our clients and developing a great relationship with them, in view of client retention and creating fans that will refer us to others.

Senior Client Adviser - Key Responsibilities:

Client ‘go to’ contact:

• Develop a comprehensive understanding of the client's business, and develop a great relationship with them.
• Lead regular client meetings where we help clients set a financial plan, and hold them accountable to this, including analysing and presenting their financial performance. Providing strategic advice and support, including tax planning.
• Address day-to-day client queries promptly - add value in every touchpoint.
• Advocate for clients within Oldfield, ensuring optimal outcomes.
• Facilitate client interactions with other team members (e.g., tax team).

Uncover opportunities, provide solutions:

• Using the opportunity of regular client contact to identify and seek out sales opportunities.
• Uncover needs, propose solutions, and work with sales and tax teams to upsell additional projects.

Coaching:

• Train junior members to become Client Advisers, sharing knowledge and expertise.
• 4Business Acumen:
• Using your knowledge, expertise and understanding of business principles, KPIs, plus profitability, cash flow and business value drivers to improve client quality of life.

Client Experience:

• Ensure clients experience company values in action.
• Uphold professional standards in communications and meetings.

Senior Client Adviser - Qualifications:

• Strong commercial acumen and portrays high level of professionalism.
• Solutions mindset
• Strong understanding of accounting principles and financial regulations.
• Willingness to develop a strong understanding of key tax matters - Corporation Tax, Personal Tax, IHT, CGT etc
• Understanding different types of business model, how they make money and related accounting methods for different business models
• Excellent communication and verbal skills at all different levels to include presentations, with the ability to self-motivate and manage clients
• Excellent attention to detail
• Readiness to learn sales skills to enable upselling to clients
• Minimum of 2 years of experience in an accounting or financial advisory role.
• Proven ability to manage multiple client relationships and deliver high-quality service.

Our Vision: Transforming quality of life for business owners, through creating, maintaining, and growing wealth.

We’re accountants and tax advisers based in Coventry with over 45 years’ experience in helping small to medium sized businesses achieve success.

We have a unique approach that enables us to support our clients in growing their businesses, generating cash, maximising profitability and building valuable businesses, at the same time as helping with top level tax planning strategies that rival top tier firms.

Senior Client Adviser - What makes us unique:

• Quality client base - over 90% of our clients are over £1m turnover and have a growth mindset and are rapidly growing.
• The size of our clients means that the work is both challenging and rewarding.
• Opportunity to further advance business acumen and technical knowledge.
• Embracing technology and systems to help you deliver and add value to clients.
• Dedicated client service team to plan and manage workflow and completing admin work; enabling you to focus on client facing time.
• Supportive family culture - we’re in small teams so you feel supported, plus get exposure to more types of work.

Senior Client Adviser - Attractive benefits & perks

Generous base salary - £60,000 to £90,000 depending on experience.

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

Profit share scheme (after qualifying period in the role)

Medical insurance (after qualifying period in the role)

Reward Lunches

Team Building days

Young and vibrant team

Testimonial from recent starter:
“For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions.”

How to Apply: Interested candidates are invited to submit their CV and a cover letter detailing their relevant experience and why they are a good fit for this role.

Join our team and help us make a difference in the financial success of our clients!

Oldfield Advisory is an equal opportunity employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.