At a Glance
- Tasks: Manage a diverse client portfolio and deliver top-notch accounting services.
- Company: Reputable accountancy practice in Bath with a supportive team.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to mentor junior team members and grow your career.
- Why this job: Build strong client relationships and make a real impact in the finance sector.
- Qualifications: ACA or ACCA qualified with 2-3 years of experience in accountancy.
The predicted salary is between 39600 - 48400 £ per year.
We are working with a well-established and highly regarded accountancy practice based in Bath. Due to continued growth, they are looking to recruit an experienced Client Adviser to join their professional and supportive team.
As a Client Adviser, you will manage a varied portfolio of clients, overseeing their accounting, business services and tax requirements. You will play a key role in building strong client relationships, identifying opportunities to provide additional advice and services, and delivering a high-quality, proactive service.
You will be:
- Managing a varied portfolio of clients, overseeing the planning and delivery of accounts assignments and ensuring work is completed accurately, efficiently and within budget.
- Preparing and reviewing statutory accounts, management accounts, VAT returns and corporation tax computations, with a strong understanding of UK financial reporting requirements.
- Producing financial forecasts and management information, and taking the lead on specialist projects including valuations, accounting system reviews and cloud accounting conversions.
- Building strong, consultative client relationships, acting as a trusted point of contact and identifying opportunities to provide additional services and advice.
- Working closely with colleagues across accounts, tax, payroll, audit and administration to ensure all client requirements are identified and delivered.
- Supporting and developing junior members of the team, providing technical guidance while maintaining a high standard of client service and keeping your own technical knowledge up to date.
You will ideally be ACA or ACCA qualified and have at least 2–3 years' post-qualification experience gained within an accountancy practice or business services environment. You will have strong accounts preparation and financial reporting skills, excellent communication and client relationship skills, and the ability to manage your own workload effectively.
Experience with Xero and other cloud accounting systems would be advantageous, alongside a commercially aware and proactive approach.
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration. Alternatively contact Charly Freeman on 0145481759.
We look forward to hearing from you.
Client Advisor in Bath employer: Autograph Recruitment Ltd Careers
Join a thriving family-owned business in South Devon that prioritises employee well-being and professional growth. With modern open-plan offices, free on-site parking, and a supportive finance team, you'll find a collaborative environment where your contributions are valued and you can make a genuine impact. This role offers a unique opportunity to develop your career while being part of a company that is committed to investing in its people and future success.
Contact Details:
Autograph Recruitment Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Advisor in Bath
✨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 Autograph Recruitment Ltd Careers. 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 Client Advisor in Bath
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 Autograph Recruitment Ltd Careers.
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 Autograph Recruitment Ltd Careers'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 Autograph Recruitment Ltd Careers
✨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 Autograph Recruitment Ltd Careers.
✨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 Autograph Recruitment Ltd Careers 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 Autograph Recruitment Ltd Careers 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.
