Wbg is where ambitious careers are built to last. We’re a growing firm where your name is known, your development is taken seriously, and the work you do from day one makes a real difference and is genuinely valued by clients and colleagues alike. Combining deep expertise with insight-led, technology- enabled solutions, we work together to help our clients achieve stronger outcomes.
Our culture is straightforward. We’re open in how we communicate, supportive in how we work together and ambitious in what we’re building. Grounded, consistent, and focused on doing things well. It’s a place where standards are high, but so is the level of support around you.
JOB SPECIFICATION
Department: Business Advisory Services
Role: Senior Client Advisor
About our Business Advisory team
Wbg’s Business Advisory team provides a consistent rhythm of financial insight, commercial challenge, and forward-looking guidance – giving business owners and leadership teams the clarity they need to make better decisions, faster. We’re not an annual touchpoint, but an embedded commercial presence in the decisions that matter.
About our client pod structure
The operating model within our Business Advisory Services team is centred on a structure of dedicated client pods. Each pod has primary responsibility for a dedicated portfolio of clients, giving clients clear and consistent points of contact who understand their business, priorities, and ambitions. This structure enables the team to build deeper knowledge of each client over time, provide more proactive and commercially focused support, and work alongside clients as their businesses grow and evolve.
JOB DESCRIPTION – Senior Client Advisor
Role Purpose
The Senior Client Advisor is responsible for managing a portfolio of clients within Business Advisory Services, delivering high-quality accounts production, bookkeeping, VAT, management accounts and cloud accounting support. The role ensures client work is planned, progressed and completed to agreed timetables, budgets and quality standards, while maintaining proactive communication with clients and colleagues. The Senior Client Advisor reviews work prepared by Client Advisors, supports their development through coaching and feedback, and reports to the Pod Lead to help ensure consistent, efficient and commercially focused delivery across the pod.
Key Responsibilities
Client Portfolio Management and Service Delivery
- Manage a portfolio of clients, ensuring work is delivered smoothly from planning through to completion.
- Prepare and oversee year-end accounts for audit-exempt corporate and unincorporated clients, using information received from outsource bookkeeping teams or directly from clients.
- Deliver bookkeeping support, VAT return preparation, management accounts production and related finance outsource services where required.
- Manage the client experience from start to finish, including timetable agreement, data collection, progress updates, client liaison and issue resolution.
- Ensure assignments are completed to agreed timetables, budgets and cost expectations, with fees issued promptly and work in progress managed within agreed criteria.
- Maintain excellent communication with clients, Client Advisors, the Pod Lead and wider internal teams, ensuring clear exchange of information throughout each assignment.
Quality Review, Workflow and Operational Discipline
- Review work prepared by Client Advisors, ensuring accuracy, completeness and consistency before it is finalised or escalated.
- Identify, address and resolve questions, issues and review points arising during assignments.
- Proactively manage internal workflows, deadlines, client information requests, delivery risks and progress against agreed timetables.
- Monitor targets, work in progress and fee progress to support timely billing and effective portfolio management.
- Apply a quality approach to work, supporting consistent delivery first time, on time and in line with agreed standards.
- Contribute to operational improvements across processes, administration, resource planning, quality and client delivery.
Team Support, Coaching and Development
- Support Client Advisors by providing practical guidance, review feedback and coaching on client work.
- Help junior team members develop technical knowledge, client communication skills and confidence in managing assignments.
- Work closely with the Pod Lead to support workload planning, prioritisation and effective use of team capacity.
- Promote a collaborative, supportive and accountable working environment.
- Share knowledge and good practice across the team, including effective use of accounting software, cloud systems and digital tools.
- Take ownership of appropriate tasks as directed by the Pod Lead or wider BAS leadership team.
Client Insight, Systems and Continuous Improvement
- Use client knowledge and financial information to identify practical opportunities, risks and areas requiring further discussion.
- Support clients with cloud bookkeeping systems, including Xero, Sage Business Cloud, QuickBooks Online and related aPPS
- Provide client training & support on Xero and other digital tools where appropriate.
- Support onboarding and effective use of systems to improve efficiency & outcomes.
- Contribute ideas for process improvements across the full range of BAS tasks and client delivery activities.
- Support business development, sales and marketing activity where appropriate by contributing client insight and service knowledge.
Skills and Experience
- Strong knowledge of, and proven experience in, year-end accounts production for corporate and unincorporated clients.
- Experience in bookkeeping, VAT return preparation and management accounts production within a professional services or public practice environment.
- Experience reviewing work prepared by more junior team members and providing clear, constructive feedback.
- Working knowledge of year-end accounts production software.
- Confident use of cloud bookkeeping software, including Xero, Sage Business Cloud, QuickBooks Online and related apps.
- Strong working knowledge of Microsoft Office, including Outlook, Teams, Excel and Word.
- Educated to degree or Accounting Technician level, or equivalent, with appropriate qualifications in Maths and English.
- ACCA qualified, equivalent qualified, or working towards an ACCA qualification.
- Confident communicator with the ability to build effective relationships with clients, colleagues and stakeholders.
- Organised, proactive and quality focused, with the ability to work effectively in a busy office environment, both independently and as part of a team.
