Strategic Business Advisor

1 month ago


Coventry, Coventry, United Kingdom Oldfield Advisory LLP Full time

Role: Senior Client Adviser
Location: Coventry
Salary: £60,000 - £90,000 depending on experience + large range of benefits listed below.

Position Overview:
  • 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.
Coaching:
  • Train junior members to become Client Advisers, sharing knowledge and expertise.
Business Acumen:
  • Use commercial acumen and business principles to improve client quality of life.
Qualifications:
  • 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.
Our Vision:

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.
Testimonial:

"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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