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- Tasks: Build strong client relationships and support their business growth with expert advice.
- Company: Oldfield Advisory, a modern accountancy practice in Coventry focused on client success.
- Benefits: 30 days holiday, profit share, medical insurance, and free lunches 4 days a week.
- Why this job: Make a real impact on clients' businesses while developing your skills in a supportive environment.
- Qualifications: Minimum one year in accounting, strong analytical skills, and a willingness to learn.
- Other info: Join a family culture with opportunities for professional growth and exposure to diverse work.
The predicted salary is between 30000 - 42000 £ per year.
We’re not your typical accountancy practice. Yes, we deliver expert accounting, tax, and advisory services but growth is at the heart of everything we do, for our clients and our business. That’s where you come in. We operate from modern premises in Coventry and provide excellent working conditions for everyone that chooses to create their career with Oldfield.
Job Purpose: Make the vision of transforming quality of life for business owners a reality for the clients you are responsible for. Representing the Oldfield brand to our clients and developing a great relationship with them, in view of client retention and creating fans that will refer us to others.
Key responsibilities:
- Client Relationships & Communication: Understand client business objectives and business model and provide insight to support business strategy. Build consistent trust with clients, proactively understand and respond to their needs. Listen and support others during conversation, anticipating the needs of the client. Proactive follow up of any meeting actions and queries. Preparation and support for meetings – including agenda, KPI reports, and minute-taking during meetings.
- Sales & Business Planning: Recognise simple upselling opportunities. Target high-value opportunities and convert them with assistance of Senior Client Adviser. Deliver a high-quality service that meets client expectations. Independently achieve revenue targets through consistent effort. Understand business principles, KPIs, what drives profitability, cashflow and business value. Make independent decisions within scope of role, seeking advice from supervisors when faced with unfamiliar challenges. Provide financial solutions to moderately complex problems.
Qualifications & Attributes:
- Minimum of one year experience within an accounting role.
- Good analytical and problem-solving skills.
- Ability to work under pressure and to strict deadlines.
- Readiness to learn sales skills to enable upselling to clients.
- Willingness to develop an understanding of key tax matters – corporation tax, personal tax, IHT, CGT etc.
Our Vision: Transforming quality of life for business owners, through creating, maintaining, and growing wealth. We’re accountants and tax advisers based in Coventry with over 45 years of experience in helping small to medium-sized businesses achieve success. We have a unique approach that enables us to support our clients in growing their businesses, generating cash, maximising profitability and building valuable businesses, at the same time as helping with top-level tax planning strategies that rival top-tier firms.
What makes us unique:
- Quality client base – over 90% of our clients are over £1m turnover and have a growth mindset and are rapidly growing.
- The size of our clients means that the work is both challenging and rewarding.
- Opportunity to further advance business acumen and technical knowledge.
- Embracing technology and systems to help you deliver and add value to clients.
- Dedicated client service team to plan and manage workflow and completing admin work; enabling you to focus on client-facing time.
- Supportive family culture – we’re in small teams so you feel supported, plus get exposure to more types of work.
- 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).
- Reward lunches.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
Testimonial from recent starter: “For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions.”
Associate Client Adviser in Coventry employer: Oldfield Advisory LLP
Contact Detail:
Oldfield Advisory LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Adviser in Coventry
✨Tip Number 1
Get to know the company inside out! Research Oldfield's values, their client base, and what makes them tick. This way, when you chat with them, you can show off your knowledge and passion for their mission.
✨Tip Number 2
Practice your communication skills! As an Associate Client Adviser, you'll need to build trust and rapport with clients. Role-play conversations with friends or family to get comfortable with anticipating client needs and responding effectively.
✨Tip Number 3
Be ready to showcase your problem-solving skills! Think of examples from your past experience where you've tackled challenges head-on. This will help you demonstrate your analytical abilities during interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Oldfield team and contributing to their vision.
We think you need these skills to ace Associate Client Adviser in Coventry
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of humour or a personal touch can make your application stand out.
Tailor Your Application: Make sure to tailor your application to the Associate Client Adviser role. Highlight your relevant experience and skills that align with our vision of transforming quality of life for business owners. Show us why you're the perfect fit!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and how it relates to the role. Avoid fluff and focus on what matters!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just click the link and follow the steps!
How to prepare for a job interview at Oldfield Advisory LLP
✨Know Your Client's Business
Before the interview, take some time to research the types of clients Oldfield works with. Understanding their business objectives and models will help you demonstrate how you can support their growth and build strong relationships.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples where you've tackled complex problems in your previous roles. Highlight your analytical skills and how they can be applied to provide financial solutions for clients at Oldfield.
✨Practice Active Listening
During the interview, make sure to listen carefully to the questions asked. Show that you can anticipate needs by responding thoughtfully and asking clarifying questions. This will reflect your ability to build trust and rapport with clients.
✨Demonstrate Your Sales Acumen
Since upselling is part of the role, think of ways you can highlight your readiness to learn sales skills. Share any past experiences where you identified opportunities to add value to clients, as this will show your proactive approach to client relationships.