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Senior Client Adviser

2 months ago

Coventry, United Kingdom Thomas Jean Associates Ltd Full time

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?

or

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:

  • 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 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.
    • Address day-to-day client queries promptly - add value in every touchpoint.
    • Advocate for clients within the Firm, ensuring optimal outcomes.
    • Facilitate client interactions with other team members (e.g., tax team).
  • Uncover opportunities, and 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.
  • Business 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.

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