At a Glance
- Tasks: Support clients with financial planning, business improvement, and strategic projects.
- Company: Rapidly growing advisory firm focused on client relationships and outcomes.
- Benefits: Flexible working options, supportive team environment, and genuine progression opportunities.
- Other info: Opportunity to work closely with ambitious owner-managed businesses.
- Why this job: Gain diverse advisory experience while building strong client relationships.
- Qualifications: Experience in accounts or advisory, strong communication skills, and a proactive approach.
The predicted salary is between 50000 - 60000 £ per year.
Talent Finance are working with a rapidly growing, entrepreneurial advisory firm who are seeking a Business Advisory Manager to join its expanding advisory team. This is an excellent opportunity for a practice-trained accountant who enjoys working closely with clients and wants exposure to a broader range of advisory work move away from the traditional year-end accounts and compliance cycle. Working directly with ambitious owner-managed businesses, you will support clients with commercial decision making, financial planning, business improvement initiatives and strategic projects, whilst building trusted long-term relationships.
The Role
This is a varied and client-facing position offering excellent exposure to advisory work and the opportunity to develop your commercial and strategic skillset. Key responsibilities include:
- Reviewing management and identifying opportunities to improve financial processes, controls and reporting.
- Supporting budgeting, forecasting and cashflow planning.
- Providing financial insight and analysis to help clients make informed business decisions.
- Working closely with business owners to understand challenges and identify opportunities for improvement.
- Supporting business planning, growth initiatives and operational projects.
- Assisting with advisory assignments across a diverse portfolio of SME clients.
- Assisting on exit planning strategies including MBO and trade sale projects.
- Building strong client relationships and acting as a trusted point of contact.
About You
You are likely to be working within an independent accountancy practice and looking for a role that offers greater variety, client interaction and advisory exposure. You will ideally demonstrate:
- Practice experience within accounts, business services or advisory.
- Experience preparing management accounts and working directly with SME clients.
- Strong communication and relationship-building skills.
- Commercial curiosity and a genuine interest in understanding how businesses operate.
- ACA, ACCA qualified, part-qualified or qualified by experience.
- A proactive and hands-on approach.
Why This Opportunity?
This is a fantastic opportunity to join a business that genuinely values relationships, advice and client outcomes.
- Broad exposure across advisory and commercial projects.
- Direct access to clients and business owners.
- Opportunity to develop beyond compliance-focused accounting.
- Supportive and collaborative team environment.
- Flexible and hybrid working options.
- Genuine long-term progression opportunities.
Flexible and Hybrid Working Available | Full-time or Part-time | however mainly onsite in Poole. If you’re currently working within an Accountancy Practice and would like a role that combines technical accounting with advisory, relationship management and commercial insight, we’d love to hear from you. Talent Finance is committed to promoting Equality, Diversity and Inclusion in the workplace. All applications are reviewed on merit, and we welcome candidates from all backgrounds.
Business Advisory Manager in Poole employer: Talent Finance | B Corp™
Join a rapidly growing, entrepreneurial advisory firm that prioritises client relationships and offers a dynamic work environment in Poole. As a Business Advisory Manager, you will enjoy flexible working options, a supportive team culture, and ample opportunities for professional growth while engaging directly with ambitious owner-managed businesses on diverse advisory projects. This role not only enhances your commercial and strategic skillset but also allows you to make a meaningful impact on clients' financial success.
