Associate Director: Client Growth & Advisory Leader

Wilson Partners Limited; Highweek; On-site; GBP 70,000 - 110,000; Full time

Job summary

Wilson Partners Limited is seeking an Associate Director to lead on client meetings, proposals and onboarding, while ensuring optimal resourcing and development of the client-facing team. The role focuses on expanding revenues and delivering exceptional service across advisory and outsourcing portfolios.

You will coach junior staff, manage complex client portfolios, and drive improvements in processes and risk controls. A strong ACA/ACCA and deep accounting knowledge are essential.

Qualifications

• Professional accounting qualification (ACA or ACCA)
• Proven experience in client-facing role with accounting knowledge
• Ability to coach and develop team members

Responsibilities

• Lead on new prospect meetings and client proposals
• On-board new clients with service level agreements
• Manage workload and resourcing for a growing client portfolio
• Coach and develop junior team members
• Delegate duties to more junior staff and maintain quality controls
• Collaborate across the business to share knowledge and improve performance
• Grow client services and revenue through effective client plans
• Identify process improvements to enhance client experience and internal controls
• Provide value-added advisory to advisory & outsourcing clients
• Keep up-to-date with legislation and technology changes to train teams and clients

Skills

Accounting software

Data analysis

Client management

Coaching

Education

ACA/ACCA qualified

Tools

Excel

Job description

Wilson Partners Limited is seeking an Associate Director to lead on client meetings, proposals and onboarding, while ensuring optimal resourcing and development of the client-facing team. The role focuses on expanding revenues and delivering exceptional service across advisory and outsourcing portfolios.

You will coach junior staff, manage complex client portfolios, and drive improvements in processes and risk controls. A strong ACA/ACCA and deep accounting knowledge are essential.