Strategic Business Advisor
1 month ago
Role: Senior Client Adviser
Location: Coventry
Salary: £60,000 - £90,000 depending on experience + large range of benefits listed below.
- Transform the quality of life for business owners by creating, maintaining, and growing wealth.
- Support clients in growing their businesses, generating cash, maximising profitability, and building valuable businesses.
- Represent the Oldfield brand to clients, develop a great relationship with them, and lead regular client meetings.
- Provide strategic advice and support, including tax planning, and uncover needs, propose solutions, and work with sales and tax teams to upsell additional projects.
- Train junior members to become Client Advisers, sharing knowledge and expertise.
- Use commercial acumen and business principles to improve client quality of life.
- Strong commercial acumen and professionalism.
- Solutions mindset.
- Strong understanding of accounting principles and financial regulations.
- Willingness to develop a strong understanding of key tax matters.
- Excellent communication and verbal skills.
- Excellent attention to detail.
- Readiness to learn sales skills.
- 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.
Transforming quality of life for business owners, through creating, maintaining, and growing wealth.
- Quality client base – over 90% of our clients are over £1m turnover, have a growth mindset, and are rapidly growing.
- Embracing technology and systems to help deliver and add value to clients.
- Company car or car allowance option.
- Free quality lunch provided each day.
- 30 Days Holiday (incl. bank holidays).
- Profit share scheme.
- Medical insurance.
- Reward Lunches.
- Young and vibrant team.
"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.
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