Senior Client Advisor - Exciting Opportunity with a Leading Accountancy FirmAre 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 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 MorganCall: 01527 390128#INDLM25
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