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: Join a collaborative team that values diversity and inclusion.
- Why this job: Gain diverse advisory experience and build strong relationships with ambitious business owners.
- Qualifications: Experience in accounts or advisory, strong communication skills, and a proactive approach.
The predicted salary is between 35000 - 45000 £ per year.
Talent Finance are working with a rapidly growing, entrepreneurial advisory firm who are seeking a Business Advisor 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.
If you’re currently working within 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 Advisor in Poole employer: Talent Finance Ltd
Join a rapidly growing, entrepreneurial advisory firm in Poole that prioritises client relationships and offers a dynamic work culture. As a Business Advisor, you'll enjoy flexible working options, a supportive team environment, and the chance to develop your skills across a diverse range of advisory projects, all while making a meaningful impact on owner-managed businesses. With genuine opportunities for long-term progression, this role is perfect for those looking to move beyond traditional accounting into a more strategic and client-focused position.
StudySmarter Expert Advice🤫
We think this is how you could land Business Advisor in Poole
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your unique skills and experiences. Share specific examples of how you've helped businesses improve their financial processes or made strategic decisions. This will help you stand out from the crowd!
✨Prepare for Informal Chats
Sometimes, the best opportunities come from casual conversations. Be ready to discuss your background and what you can bring to the table in an informal setting. Practise your elevator pitch so you can confidently share your story when the moment arises.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Business Advisor in Poole
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Business Advisor role. Highlight your practice experience, client interaction, and any advisory work you've done. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about advisory work and how your background makes you a great fit for this role. Be genuine and let your personality come through.
Showcase Your Communication Skills:As a Business Advisor, strong communication is key. In your application, demonstrate your ability to build relationships and convey complex information clearly. We love candidates who can connect with clients and understand their needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Talent Finance Ltd
✨Know Your Numbers
As a Business Advisor, you'll be expected to have a solid grasp of financial processes. Brush up on your management accounts and be ready to discuss how you've improved financial reporting in the past. This shows you’re not just about compliance but also about adding value.
✨Build Rapport with Real Examples
Since this role involves building strong client relationships, prepare some anecdotes that highlight your communication skills and how you've successfully interacted with clients. Think about times when you’ve turned challenges into opportunities for your clients.
✨Show Your Commercial Curiosity
Demonstrate your genuine interest in how businesses operate. Be prepared to discuss recent trends in the advisory space or share insights on how you’ve helped clients make informed decisions. This will show that you’re proactive and engaged.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to advisory work and their client base. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
