At a Glance
- Tasks: Manage client portfolios and provide expert financial advice in a dynamic environment.
- Company: Established accountancy firm with a focus on growth and client relationships.
- Benefits: Competitive salary, professional development, and strong client exposure.
- Other info: Supportive team culture with opportunities for career progression.
- Why this job: Take ownership of your portfolio and make a real impact in clients' financial success.
- Qualifications: 2-3+ years in accountancy, AAT/ACCA/ACA qualified or part-qualified.
The predicted salary is between 35000 - 45000 £ per year.
I am currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth. This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
- Managing a portfolio of clients, acting as a key point of contact
- Preparing and reviewing management accounts, VAT returns, and statutory accounts
- Supporting with corporation tax and general compliance work
- Reviewing work of junior team members and providing guidance
- Working closely with clients, including attending meetings and advising on financial matters
- Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
- 2-3+ years experience within an accountancy practice
- AAT / ACCA / ACA qualified or part-qualified
- Strong communication skills and confidence working with clients
- Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.
Senior Client Advisor - Accounting & Business Services. Job in Plymouth LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established and growing accountancy firm in Plymouth, where you will thrive in a supportive and forward-thinking environment. With a focus on employee development, this role offers the chance to manage your own client portfolio while benefiting from strong mentorship and opportunities for professional growth. Enjoy a varied workload and the satisfaction of making a meaningful impact on clients' financial success.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Advisor - Accounting & Business Services. Job in Plymouth LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've excelled in these areas, as they'll help you stand out during the interview process.
✨Tip Number 3
Showcase your personality! Firms want to see how you’ll fit into their culture. Be yourself during interviews and let your passion for client advisory shine through – it’s all about building relationships!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Client Advisor role, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Senior Client Advisor - Accounting & Business Services. Job in Plymouth LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Advisor role. Highlight your experience in managing client portfolios and any relevant qualifications like AAT, ACCA, or ACA. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it's crucial to showcase your strong communication skills. Use examples from your past experiences where you've successfully advised clients or worked closely with them. Let us know how you can connect with our clients!
Highlight Your Technical Expertise:Don’t forget to mention your experience with accounting software like Xero or IRIS. We’re keen on candidates who are comfortable with technology and can help improve processes. Show us how tech-savvy you are!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your technical knowledge, especially around management accounts, VAT returns, and statutory accounts. Be ready to discuss your experience with these areas and how you've handled them in previous roles.
✨Client Communication is Key
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully managed client relationships or resolved issues, as these will showcase your communication skills.
✨Showcase Your Software Savvy
Familiarise yourself with Xero and any other relevant software mentioned in the job description. If you have experience with these tools, be prepared to discuss specific instances where they helped you improve processes or deliver better results.
✨Be Ready to Lead
As a Senior Client Advisor, you'll likely be guiding junior team members. Prepare to share examples of how you've mentored others or taken ownership of projects. This will demonstrate your leadership potential and ability to support team growth.
