At a Glance
- Tasks: Help clients grow their businesses by providing insightful financial advice and support.
- Company: Accounts and Legal, a forward-thinking firm redefining accounting.
- Benefits: Hybrid working, competitive salary up to £42,000, and career growth opportunities.
- Other info: Embrace technology and enjoy weekly training sessions for continuous development.
- Why this job: Join a supportive culture where your ideas truly matter and make an impact.
- Qualifications: ACA/ACCA qualified or part-qualified with at least 5 years of practice experience.
The predicted salary is between 38700 - 47300 £ per year.
Are you the kind of accountant who loves helping their clients and watching their business grow? At Accounts and Legal, we’re focused on what it means to be an accountant in a competitive business environment. We don’t just do end of year accounts, we help business owners understand their numbers, make smart decisions, and grow with confidence.
We’re looking for a Senior Client Advisor to join our Manchester or Liverpool team – someone who’s commercially sharp, emotionally intelligent, and thrives on helping clients succeed.
Here’s what you’ll get:
- Hybrid working (min. 2 days in our Manchester or Liverpool office)
- Salary up to £42,000 DOE
- Career growth in a firm that values personality as much as professionalism
- Supportive, forward-thinking culture where your ideas make an impact
- Weekly firm-led training sessions to help you grow and progress in your role and develop to the next role within the firm
We’re not your typical accountants — and we’re proud of that.
What you’ll do:
- Run core financial P&L Quarterly Business Reviews (QBR’s) with clients
- Discuss industry benchmarking insights
- Review and track key performance indicators
- Create meaningful financial forecasts and plans
- Prepare management accounts, corporation tax calculations, year-end accounts, and self-assessments
- Be the go-to contact for your client portfolio, ensuring accuracy, timeliness, and exceptional service (this is a really key part of the role)
What you’ll bring:
- ACA/ACCA qualified, part-qualified, or QBE with solid practice experience (at least 5 years)
- A commercial mindset and great communication skills
- The ability to turn financial data into business advice clients actually understand
- Experience using Xero, Dext (and love for all things cloud-based, we embrace technology that makes our clients lives easier as we understand the time pressures of running a business)
Senior Client Advisor employer: Accountsandlegal
At Accounts and Legal, we pride ourselves on being more than just accountants; we are dedicated partners in our clients' growth journeys. Located in the vibrant cities of Manchester and Liverpool, we offer a supportive and forward-thinking work culture that values your ideas and fosters professional development through regular training sessions. With hybrid working options and a competitive salary, we provide an environment where you can thrive both personally and professionally while making a real impact on our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Accountsandlegal. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Client Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Accountsandlegal.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Accountsandlegal's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Accountsandlegal
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Accountsandlegal.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Accountsandlegal will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Accountsandlegal employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
