At a Glance
- Tasks: Manage a portfolio of clients and ensure smooth operations in finance outsourcing.
- Company: Join one of Scotland's largest independent accountancy firms with a dynamic team.
- Benefits: Competitive salary, hybrid working, and ACCA training support.
- Other info: Opportunity for career growth and coaching team members.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in bookkeeping and cloud software like Xero; ACCA qualification preferred.
The predicted salary is between 40000 - 50000 £ per year.
Hays is working with a client who is actively looking for an experienced Senior Client Advisor to join their Finance Outsourcing team. This role is perfect for someone who is ready to take responsibility for a portfolio of clients and contribute to a dynamic Business Advisory Services team.
One of the largest independent accountancy firms in Scotland, the firm provides a wide range of services, including accounting, business advisory, and tax consultancy, to clients across the UK and Ireland. The team comprises professional sub-teams covering Finance Outsourcing (bookkeeping), Accounts, and a specialist GP Practice service provision. The client base includes small and medium-sized organisations across various industry sectors, including charities, farming, retail, and healthcare. The team supports clients with compliance and advisory services, including audit-exempt statutory accounts for limited companies and unincorporated businesses. They also assist the tax team with the preparation of draft tax computations and provide a full range of company secretarial services. Outsourced finance support ranges from bookkeeping and management accounts to a full virtual finance function. They are Xero experts and predominantly use Xero for bookkeeping and accounts preparation, with CCH for final accounts production.
As a Senior Client Advisor, you'll manage your own portfolio of clients, ensuring the smooth running of the portfolio from start to finish. This includes liaising with clients over the timetable for work, data collection, and progress, ensuring assignments are completed to agreed timetables and budgets, and addressing and resolving any questions or issues that arise. You'll also support and contribute to the management of the department, including business development, sales and marketing, quality, admin processes, and resource planning. Coaching and supporting team members will be a key part of your role, along with any other appropriate tasks as directed by the Manager.
To be successful in this role, you'll need excellent knowledge of, and proven experience in, bookkeeping, VAT, and management accounts preparation. You should have working experience with cloud bookkeeping software such as Xero, Sage Business Cloud, QuickBooks Online, and related apps, including setting up and onboarding clients to a cloud bookkeeping system. Experience with practice management software, especially CCH, and MS Office products (Outlook, Teams, Excel, and Word) is essential. You must be able to work within a busy office environment across the client base and have previous experience working in public practice. You should be educated to degree or Accounting Technician level or equivalent and hold appropriate qualifications in Maths and English. ACCA qualification (or equivalent) or working towards ACCA qualification is required.
Personal Qualities
You should be client-focused, have a quality approach to work (first time, on time, every time), and be able to work effectively in a team environment or on your own initiative.
This role offers a competitive salary and a 50% hybrid working pattern. ACCA training support is available for successful candidates. Some overtime may be required at times of high workload, and some travel to support clients or to other offices may be necessary. A driving licence is beneficial.
Performance Management Advisor in Glasgow employer: Hays
As one of the largest independent accountancy firms in Scotland, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. With a strong focus on professional development, including ACCA training support, and a flexible 50% hybrid working pattern, we offer an excellent environment for growth and work-life balance. Join us to make a meaningful impact while working with a diverse portfolio of clients across various sectors, all within a dynamic Business Advisory Services team.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Management Advisor in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounting sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Senior Client Advisor role!
✨Tip Number 2
Show off your skills! If you’ve got experience with Xero or CCH, make sure to highlight that in conversations. Consider creating a portfolio showcasing your bookkeeping successes or any projects you've led. This can really set you apart from the competition.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their services and how you can contribute to their Finance Outsourcing team. Tailor your responses to show how your experience aligns with their needs – it’s all about making that connection!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the right fit for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Performance Management Advisor in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Advisor role. Highlight your experience with bookkeeping, VAT, and management accounts preparation, as well as your familiarity with cloud software like Xero. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Finance Outsourcing team. Share specific examples of how you've managed client portfolios and resolved issues in the past. We love a good story!
Show Off Your Team Spirit:Since this role involves coaching and supporting team members, make sure to mention any relevant experiences where you've worked collaboratively or led a team. We value teamwork, so let us know how you can contribute to our dynamic environment!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Hays
✨Know Your Numbers
Make sure you brush up on your bookkeeping, VAT, and management accounts preparation. Be ready to discuss specific examples from your past experience where you've successfully managed these tasks, especially using cloud software like Xero or Sage.
✨Client-Centric Mindset
Since this role is all about managing client portfolios, think of ways to demonstrate your client-focused approach. Prepare anecdotes that showcase how you've effectively liaised with clients, resolved issues, and ensured their needs were met.
✨Familiarise with the Tools
Get comfortable with the software mentioned in the job description, particularly CCH and MS Office products. If you can, practice using these tools before the interview so you can confidently discuss your proficiency and any relevant experiences.
✨Show Your Leadership Skills
As a Senior Client Advisor, you'll be expected to coach and support team members. Think of examples where you've taken the lead or mentored others, and be prepared to share how you can contribute to the team's success and development.
