At a Glance
- Tasks: Manage client portfolios and provide expert financial advice in a dynamic environment.
- Company: A well-established accountancy firm with a focus on growth and client relationships.
- Benefits: Competitive salary, professional development, and strong client exposure.
- Other info: Supportive team culture with opportunities for career progression.
- Why this job: Take ownership of your portfolio and make a real impact in clients' financial success.
- Qualifications: 2-3+ years in accountancy practice; AAT/ACCA/ACA qualified or part-qualified.
The predicted salary is between 35000 - 45000 £ per year.
I am currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth. This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
- Managing a portfolio of clients, acting as a key point of contact
- Preparing and reviewing management accounts, VAT returns, and statutory accounts
- Supporting with corporation tax and general compliance work
- Reviewing work of junior team members and providing guidance
- Working closely with clients, including attending meetings and advising on financial matters
- Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
- 2-3+ years experience within an accountancy practice
- AAT / ACCA / ACA qualified or part-qualified
- Strong communication skills and confidence working with clients
- Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.
Senior Client Advisor - Accounting & Business Services. Job in Plymouth Move Collective Jobs employer: Broughton Group
Join a well-established and growing accountancy firm in Plymouth, where you will thrive in a supportive work culture that values professional development and client relationships. With a focus on employee growth, this role offers the chance to manage your own portfolio while receiving guidance from experienced colleagues, ensuring a rewarding and meaningful career path in a dynamic environment.
