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Senior Client Advisor
2 months ago
- Support a portfolio of clients, maintaining excellent rapport as their go-to advisor
- Work closely with the Client Manager and Partners to support the commercial aspects of portfolio management
- Review accounts files and support the tax planning process
- Mentor junior staff through constructive feedback and knowledge sharing
- Review processes and implement more efficient ways of service delivery
- Monitor workflow and deliverables to ensure expectations, deadlines, and budgets are being met
- Support the firm to continue on its trajectory of growth with regular networking and contributing innovative ideas for expansion
- Set an example as a hands-on team player
- Competitive salary: £45,000 - £65,000 per annum
- Full-time, permanent role
- Generous pension scheme
- Generous annual leave
- Flexible working considered
- Professional development
- Modern office and social activities
- Supportive working environment
- Inclusive company values
- ACCA or ACA qualified with previous practice experience
- A proven track record of supporting clients
- Previous supervisory experience with good people management skills
- Strong communication skills, written and verbally
- A proactive approach to problem solving and a keen eye for detail
- Strong commercial acumen and an enthusiasm to support business growth
- Friendly and professional demeanour, able to inspire a team
- Self-motivated, highly organised and able to work autonomously
- Able to confidently work closely with Partners