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?
We have a role at a Firm of Accountants based in Coventry for a Senior Client Adviser
Responsibilities:
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Client 'go to' contact:
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Develop a comprehensive understanding of the client's business, and develop a great relationship with them.
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Lead regular client meetings where you 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.
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Address day-to-day client queries promptly - add value in every touchpoint.
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Advocate for clients within the Firm, ensuring optimal outcomes.
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Facilitate client interactions with other team members (e.g., tax team).
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Uncover opportunities, and provide solutions:
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Using the opportunity of regular client contact to identify and seek out sales opportunities.
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Uncover needs, propose solutions, and work with sales and tax teams to upsell additional projects.
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Coaching:
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Train junior members to become Client Advisers, sharing knowledge and expertise.
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Business Acumen:
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Using your knowledge, expertise and understanding of business principles, KPIs, plus profitability, cash flow and business value drivers to improve client quality of life.
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Client Experience:
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Ensure clients experience company values in action.
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Uphold professional standards in communications and meetings.
Qualifications:
- Strong commercial acumen and portrays a 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 models, how they make money and related accounting methods for different business models
- Excellent communication and verbal skills at all different levels including 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
Salary from £60,000 pa
Please submit your CV to apply