At a Glance
- Tasks: Lead finance services, drive business growth, and develop client relationships.
- Company: Ambitious professional services organisation with exciting growth plans.
- Benefits: Autonomy in shaping services, collaborative leadership team, and genuine impact.
- Other info: Opportunity to mentor high-performing teams and champion innovation.
- Why this job: Influence strategy and help businesses thrive while developing your leadership skills.
- Qualifications: Experience in finance leadership, client-facing roles, and relevant qualifications.
The predicted salary is between 99000 - 121000 £ per year.
Are you a commercially driven finance leader with a passion for helping businesses grow?
We're working with an ambitious and expanding professional services organisation to appoint a Chief Financial Officer – Client Services.
This is a unique opportunity for a strategic finance professional to play a key role in shaping how finance services are delivered to a diverse client portfolio while contributing to the continued growth of the wider business.
This role combines commercial leadership, client advisory, operational excellence and business development, making it ideal for someone who enjoys influencing strategy as much as delivering exceptional outcomes for clients.
The Opportunity
As part of the executive leadership team, you'll work closely with clients, colleagues and stakeholders to ensure a first-class finance offering that supports business growth, drives value and builds long‑term relationships.
Key responsibilities include
- Acting as a trusted strategic adviser to a portfolio of clients, helping them achieve their commercial and financial objectives.
- Leading and developing a high-performing client services team, creating a culture focused on quality, collaboration and continuous improvement.
- Driving business development activity, identifying opportunities to expand existing relationships and secure new business.
- Ensuring the delivery of exceptional outsourced finance and advisory services across a broad client base.
- Working alongside senior leadership to develop new service offerings and enhance the client proposition.
- Championing innovation, technology and process improvement to deliver scalable, efficient finance solutions.
- Supporting the continued growth of the business through strategic planning and commercial decision‑making.
About You
We're keen to speak with experienced finance leaders who combine technical credibility with a strong commercial mindset.
You'll likely bring
- Significant experience within outsourced accountancy, business services, finance advisory or client‑facing finance leadership.
- A successful track record of developing client relationships and growing revenue through exceptional service and commercial insight.
- Experience leading, mentoring and inspiring high‑performing teams.
- Strong business development capabilities with the confidence to engage at Board and executive level.
- A deep understanding of what outstanding client service looks like within a professional services environment.
- ACA, ACCA or CIMA qualification (or equivalent).
Whether you've built your career within practice, held senior finance leadership positions in industry, or bring a combination of both, you'll be excited by the opportunity to influence strategy, develop people and help shape the future of a growing business.
Why Apply?
- Join an ambitious organisation with exciting growth plans.
- Play a key role in influencing business strategy and client success.
- Enjoy the autonomy to shape services, develop people and drive innovation.
- Be part of a collaborative leadership team where your expertise will have a genuine impact.
If you're a commercially minded finance leader looking for a role where you can combine strategic thinking, client partnership and business growth, we'd love to hear from you for a confidential discussion.
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CFO - Client Advisory Services employer: Marc Daniels Specialist Recruitment
Joining this highly successful international business as an EMEA Financial Controller offers a unique opportunity to thrive in a dynamic and supportive work culture. The company prioritises employee growth, providing ample opportunities for professional development and mentorship, while fostering collaboration across diverse teams. Located in a vibrant area, employees enjoy a balanced work-life environment, competitive benefits, and the chance to make a meaningful impact on financial operations across multiple territories.
Contact Details:
Marc Daniels Specialist Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CFO - Client Advisory Services
✨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 Marc Daniels Specialist Recruitment. 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 CFO - Client Advisory Services
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 Marc Daniels Specialist Recruitment.
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 Marc Daniels Specialist Recruitment'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 Marc Daniels Specialist Recruitment
✨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 Marc Daniels Specialist Recruitment.
✨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 Marc Daniels Specialist Recruitment 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 Marc Daniels Specialist Recruitment 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.
