Associate Client Adviser
Job Title:Associate Client Adviser
Location: Coventry
We’re not your typical accountancy practice. Yes, we deliver expert accounting, tax, and advisory services but growth is at the heart of everything we do, for our clients and our business. That’s where you come in. We operate from modern premises in Coventry and provide excellent working conditions for everyone that chooses to create their career with Oldfield.
Job Purpose: Make the vision of transforming quality of life for business owners a reality the clients you are responsible for. Representing the Oldfield brand to our clients and developing a great relationship with them, in view of client retention and creating fans that will refer us to others.
- Client Relationships & Communication:
- Understand client business objectives and business model and provide insight to support business strategy.
- Build consistent trust with clients, proactively understand and respond to their needs.
- Listen and support others during conversation, anticipating the needs of the client.
- Proactive follow up of any meeting actions and queries.
- Preparation and support for meetings – including agenda, KPI reports, and minute - taking during meetings.
- Sales & Business Planning:
- Recognise simple upselling opportunities.
- Target high-value opportunities and convert them with assistance of Senior Client Adviser.
- Delivers a high-quality service that meets client expectations.
- Independently achieve revenue targets through consistent effort.
- Understand business principles, KPIs, what drives profitability, cashflow and business value.
- Conflict Resolution:
- Make independent decisions within scope of role, seeking advice from supervisors when faced with unfamiliar challenges.
- Provide financial solutions to moderately complex problems.
- Minimum of one year experience within an accounting role.
- Excellent written and verbal communication.
- Excellent client service.
- Good analytical and problem-solving skills.
- Ability to work under pressure and to strict deadlines.
- Readiness to learn sales skills to enable upselling to clients.
- Excellent client service
- Willingness to develop an understanding of key tax matters – corporation tax, personal tax, IHT, CGT etc.
Transforming quality of life for business owners, through creating, maintaining, and growing wealth.
We’re accountants and tax advisers based in Coventry with over 45 years of experience in helping small to medium-sized businesses achieve success. We have a unique approach that enables us to support our clients in growing their businesses, generating cash, maximising profitability and building valuable businesses, at the same time as helping with top-level tax planning strategies that rival top-tier firms.
- Quality client base – over 90% of our clients are over £1m turnover and have a growth mindset and are rapidly growing.
- The size of our clients means that the work is both challenging and rewarding.
- Opportunity to further advance business acumen and technical knowledge.
- Embracing technology and systems to help you deliver and add value to clients.
- Dedicated client service team to plan and manage workflow and completing admin work; enabling you to focus on client-facing time.
- Supportive family culture – we’re in small teams so you feel supported, plus get exposure to more types of work.
- Competitive base salary
- Company car or car allowance option (after qualifying period in the role)
- Profit share scheme (after qualifying period in the role)
- Medical insurance (after qualifying period in the role)
- Free quality lunch 4 days a week
- 30 days holiday (including bank holidays)
- Flexible working hours
- Reward lunches
- Team building days
- Opportunities for professional growth and development
- A supportive and collaborative work environment
“For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions.