At a Glance
- 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.
- Other info: Join a family culture with opportunities for professional growth and exposure to diverse work.
- 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.
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
Oldfield Advisory LLP is an excellent employer, offering a dynamic work culture in Coventry that fosters professional growth and collaboration. With benefits such as a company car allowance, medical insurance, and a profit share scheme, employees are well-supported while engaging in meaningful tax projects that drive corporate success. The firm prioritises employee development and encourages strong client relationships, making it a rewarding place to advance your career in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Client Adviser in Coventry
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Don’t shy away from reaching out directly to firms like Oldfield Advisory LLP. 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 Associate Client Adviser in Coventry
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 Oldfield Advisory LLP.
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How to prepare for a job interview at Oldfield Advisory LLP
✨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 Oldfield Advisory LLP.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Oldfield Advisory LLP 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.
