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- Tasks: Lead client relationships, manage queries, and identify new service opportunities.
- Company: Well-established firm in Coventry focused on improving business owners' quality of life.
- Benefits: Up to £80,000 salary, company car, profit share, medical insurance, and 30 days holiday.
- Why this job: Join a supportive team and make a real impact on clients' businesses.
- Qualifications: Minimum two years in accounting, strong communication skills, and commercial awareness.
- Other info: Flexible hours, professional growth opportunities, and a collaborative work environment.
The predicted salary is between 48000 - 64000 £ per year.
Butler Rose Public Practice is delighted to be supporting a well-established firm in Coventry with the appointment of a Senior Client Advisor. You will help deliver the firm's vision of improving the quality of life for business owners, acting as a trusted advisor to your client portfolio. Building strong, lasting relationships, you'll ensure excellent service, high client satisfaction, and long-term loyalty, creating advocates who refer others.
Role Requirements
- Primary client contact - Lead relationship owner for your client portfolio.
- Chair client meetings - Run quarterly reviews, planning sessions, and key discussions.
- Holistic client understanding - Develop a full picture of the client's business and personal objectives to act in their best interests.
- Day-to-day query management - Respond promptly to client questions by phone and email.
- Client advocate internally - Represent the client's interests and ensure the best outcomes in internal discussions.
- Coordinate with specialist teams - Liaise with tax and other teams on projects and resolve client-related issues.
- Identify sales opportunities - Spot client needs, initiate conversations, and help progress new service opportunities.
- Create chargeable projects - Define solutions, scope work, and articulate value to clients.
- Support and mentor juniors - Train and develop junior team members toward Client Advisor roles.
- Strong commercial awareness - Understand KPIs, profitability, cashflow, and business value while delivering service aligned with firm values and professional standards.
Personal Requirements
- Having a solid understanding of key tax matters - Corporation Tax, Personal Tax, IHT, CGT etc.
- Having a solid understanding of the way business software systems work so as to be able to advise on running businesses by reports and ensuring the credibility and accuracy of accounting reports.
- Understanding different types of business model, how they make money and related accounting methods for different business models.
- Excellent communication and verbal skills at all different levels to include presentations, with the ability to self-motivate and manage clients.
- Excellent attention to detail and readiness to learn sales skills to enable upselling to clients.
- Excellent client service with a minimum two years' experience within an accounting role.
Employee Benefits
- Company car or car allowance option (after qualifying period in the role)
- Profit share scheme (after qualifying period in the role)
- Medical insurance (after qualifying period in the role)
- Free quality lunch 4 days a week
- 30 days holiday (including bank holidays)
- Flexible working hours
- Reward lunches
- Team building days
- Opportunities for professional growth and development
- A supportive and collaborative work environment
This is an outstanding opportunity for the right individual to join this firm of choice. Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.
Senior Client Adviser employer: Butler Rose Ltd
Contact Detail:
Butler Rose Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or clients on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions and have some examples ready that showcase your skills in client management and relationship building.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re a great fit for the Senior Client Adviser position and to keep yourself top of mind.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your commitment and interest in the role, making you stand out from the crowd.
We think you need these skills to ace Senior Client Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Client Adviser role. Highlight your client management experience and any relevant tax knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping business owners and how you can contribute to our vision of improving their quality of life.
Showcase Your Communication Skills: As a Senior Client Adviser, excellent communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively, whether in writing or through examples of past interactions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Butler Rose Ltd
✨Know Your Clients Inside Out
Before the interview, take time to research the firm’s client portfolio and understand their business models. This will help you demonstrate your ability to build strong relationships and act as a trusted advisor, which is crucial for the Senior Client Adviser role.
✨Showcase Your Communication Skills
Prepare to discuss how you've effectively communicated with clients in the past. Think of examples where you’ve chaired meetings or resolved queries promptly. This will highlight your excellent verbal skills and ability to manage client expectations.
✨Demonstrate Commercial Awareness
Brush up on key tax matters and business financials relevant to the role. Be ready to discuss how you can leverage this knowledge to identify sales opportunities and create chargeable projects that align with the firm's values.
✨Highlight Your Mentoring Experience
If you have experience supporting or mentoring junior team members, be sure to mention it. This shows your leadership potential and commitment to developing others, which is an important aspect of the Senior Client Adviser position.
