Senior Client Advisor

Dyddiad hysbysebu:	03 Mawrth 2026
Oriau:	Llawn Amser
Dyddiad cau:	02 Ebrill 2026
Lleoliad:	CV1
Gweithio o bell:	Ar y safle yn unig
Cwmni:	Workforce Recruitment and Training
Math o swydd:	Parhaol
Cyfeirnod swydd:	0000539826-65507

Crynodeb

Senior Client Advisor - Exciting Opportunity with a Leading Accountancy Firm

Are you an experienced Senior Client Advisor with a strong background in business strategy and advisory? Do you have the expertise to guide clients through complex transactions, including mergers and acquisitions, while building long-term relationships? If so, we have the perfect opportunity for you.
We are partnering with a forward-thinking, progressive accountancy firm seeking a talented Senior Client Advisor to join their growing team. In this critical role, you will be the primary point of contact for a diverse portfolio of clients, delivering top-tier advisory services across a variety of sectors.

What's on offer

. Very competitive base salary
. Company car or car allowance, after probation.
. Profit share scheme after probation.
. Medical insurance after probation
. 30 days holiday (including bank holidays)
. Flexible working hours

Job Summary:

You will be the primary point of contact for a portfolio of clients, you will be responsible for delivering exceptional advisory services across a range of sectors, including confidential advice on mergers and acquisitions. This role is ideal for candidates who have a strong background in advisory, business strategy, and client relations, and who are comfortable offering expert guidance on complex transactions. You will be a trusted partner to our clients, understanding their business needs and providing tailored solutions that add real value.

Key Responsibilities:
. Client Relationship Management:
o Be the main point of contact for your clients, chairing all regular meetings such as quarterly business reviews and planning sessions.
o Develop a comprehensive understanding of each client's business and needs, ensuring all actions align with their best interests.
o Oversee and answer client queries via phone and email in a timely, professional manner.
o Advocate for your clients within, ensuring that their needs are prioritized and driving results that benefit them.
o Facilitate client interactions with other teams (e.g., tax, accounting, or project management) to ensure smooth collaboration and timely delivery of services.
. Business Development & Sales:
o Identify sales opportunities during client interactions, working closely with the tax team to explore potential solutions and take them to the next stage.
o Uncover client needs by asking insightful questions, creating tailored solutions, and articulating the value proposition to clients.
o Define and create new chargeable projects and develop innovative solutions that align with the client's objectives.
. Mergers & Acquisitions Advisory:
o Provide strategic, confidential advisory services on mergers and acquisitions (M&A) for clients across various sectors within your portfolio.
o Analyse client businesses and market conditions to advise on potential M&A opportunities, structuring deals, and guiding clients through the entire transaction process.
o Serve as a trusted advisor on complex business decisions, helping clients navigate the M&A landscape with confidence.
. Team Mentorship & Development:
o Share knowledge and best practices to enhance the quality of client service and internal collaboration.
. Client-Centric Mindset:
o Ensure clients experience our core values in every interaction, upholding our high professional standards in meetings, communications, and service delivery.
o Monitor client satisfaction and work proactively to address any issues or concerns.
. Financial & Business Insight:
o Understand key business principles, KPIs, and factors driving profitability and cash flow, using this insight to help transform the quality of life for your clients.
o Stay informed of industry trends and the economic environment, using this knowledge to provide expert guidance to clients.

Required Qualifications & Attributes:
. Tax Knowledge: Solid understanding of key tax matters, including Corporation Tax, Personal Tax, IHT, CGT, and other relevant tax laws.
. Business Systems Knowledge: Knowledgeable about how business software systems work, enabling you to advise clients on managing their business reports and ensuring financial accuracy.
. M&A Experience: Proven experience in advising on mergers and acquisitions across different sectors, with a deep understanding of transaction structures, valuation, and the M&A process.
. Business Acumen: Understanding of various business models, their revenue generation, and the accounting methods tied to different industries.
. Sales Skills: Willingness and ability to learn and apply sales techniques to upsell and cross-sell services to clients.
. Experience: A minimum of two years' experience in an advisory role, with specific expertise in M&A or other high-level business advisory services.

Interested?

If you are an experienced Senior Client Advisor with accountancy practice experience and looking for your next opportunity, we would love to hear from you!

Contact:

Louisa Morgan

Call: 01527 390128

#INDLM25