Associate Business Advisor

Oldfield Accountancy; Coventry; On-site; GBP 37,000 - 50,000; Full time

Job summary

A leading accountancy firm in Coventry is seeking an experienced Associate Business Advisor to enhance client relationships and drive business growth. The role involves managing client needs, identifying upselling opportunities, and delivering tailored financial solutions. Ideal candidates have at least two years' experience in accounting and strong communication skills. Competitive salary and excellent benefits are offered.

Benefits

Competitive salary £37,000 – £50,000 per annum

30 days holiday including bank holidays

Flexible working hours

Profit share scheme

Medical insurance (after qualifying period)

Vibrant team environment

Fully funded study package

Qualifications

• At least two years of experience in an accounting role.
• Ability to present independently to clients.
• Eagerness to grow sales expertise and deepen accounting knowledge.

Responsibilities

• Build and maintain trusted relationships with clients.
• Proactively respond to client needs and follow up.
• Identify upselling opportunities and exceed revenue targets.
• Provide financial solutions to moderately complex challenges.
• Communicate effectively with clients and manage renewals.
• Assist Senior Client Advisers and work closely with the accounting team.
• Prepare agenda and KPI reports for meetings.

Skills

Strong communication skills

Analytical mindset

Client relationship management

Sales strategy

Education

Accounting qualification (preferred)

Job description

Associate Business Advisor - Oldfield Accountancy & Advisory

Location: Coventry, West Midlands (full‑time)

About us

Oldfield Accountancy & Advisory have over 45 years of experience working with small and medium‑size businesses, delivering far more than traditional accountancy services. From our base in Coventry, we blend proactive tax planning with hands‑on business growth expertise. Our personalised approach helps clients strengthen cash flow, boost profitability and create long‑term value while ensuring they make the most of strategic tax opportunities.

Company benefits

• Competitive salary £37,000 – £50,000 per annum depending on experience
• 30 days holiday including bank holidays
• Flexible working hours
• Profit share scheme, company car/car allowance & medical insurance (after qualifying period in role)
• Complimentary quality lunches, reward lunches, team‑building days, vibrant and youthful team environment, excellent career progression opportunities, fully funded study package

About the role

As our Associate Business Advisor you will represent us with integrity, building trusted relationships and enhancing the experience of our clients. By anticipating needs and delivering exceptional service, you'll support client retention and encourage referrals. Your role combines relationship management, sales strategy, and conflict resolution, with guidance from our Senior Client Adviser team.

Duties and Responsibilities

• Build and maintain trusted relationships by understanding client business objectives and providing strategic insights.
• Proactively respond to client needs, following up on meeting actions and queries to ensure satisfaction.
• Identify upselling opportunities and convert high‑value prospects, meeting and exceeding revenue targets.
• Make independent decisions and provide financial solutions to moderately complex challenges while ensuring compliance.
• Communicate effectively with clients, delivering tailored value propositions and managing renewals with professionalism.
• Assist and support Senior Client Advisers and work closely with the accounting team to ensure a consistently excellent client experience.
• Prepare and support meetings – including agenda, KPI reports, and minute taking.

About you

You have at least two years of experience in an accounting role. An accounting qualification is a plus but not essential. You possess strong communication skills, can present independently to clients and collaborate closely with your accounting team. You are analytically minded, thrive under pressure, and are motivated to deliver exceptional results. You are eager to grow your sales expertise and deepen your knowledge of key tax and accounting matters by continuing development. You are committed to providing high‑quality service that makes a real difference for our clients.

No recruitment agencies, please.