Partner

Insite Finance; Cardiff; On-site; GBP 135,000 - 155,000; Full time

Benefits offered by this job

Defined route to equity

Commercial autonomy

Growth potential

Job summary

Insite Finance in Cardiff seeks a senior commercial leader to help build the firm. This role combines client delivery with business development, offering genuine influence and a defined route to equity within roughly 12 months.

The successful candidate will oversee a substantial portfolio, win new work, and shape strategy while working with the leadership team to grow the business. You are likely ACA/ACCA qualified and currently operating as a Director, Partner Designate, Salaried or senior

Qualifications

• ACA or ACCA qualified and operating at Director/Partner Designate level.
• Strong track record with entrepreneurial and owner-managed businesses.
• Commercial acumen and ability to influence strategy.

Responsibilities

• Build and develop high-value client relationships.
• Win new work through your network and market activity.
• Take ownership of a substantial portfolio and remain actively involved in client work.
• Advise owners and management teams on accounting and wider commercial issues.
• Work closely with the existing leadership group and support the development of managers and directors.
• Help shape the firm's commercial strategy and develop new fee streams.

Skills

Client relationships

Business development

Portfolio ownership

Leadership

Advisory

Strategic thinking

Education

ACA/ACCA qualified

Job description

Cardiff £135,000-£155,000 + Defined Route to Equity

There are senior appointments where you inherit a title.

This one offers the opportunity to help build the firm.

A highly profitable, high growth accountancy business is looking to add another senior commercial leader as it enters its next stage of growth. The firm already has a strong market position, established clients and an experienced team. New investment is now creating the platform to grow considerably further.

The appointment is aimed at somebody who wants genuine influence and is comfortable combining client delivery with business development.

For somebody who performs strongly, there is a realistic route into equity within approximately 12 months.

What you'll be taking on

• Building and developing high-value client relationships


• Winning new work through your own network, referrals and market activity


• Taking ownership of a substantial portfolio


• Remaining actively involved in client work


• Advising owners and management teams on accounting and wider commercial issues


• Working closely with the existing leadership group


• Supporting the continued development of managers and directors


• Helping shape the firm's commercial strategy


• Developing new fee streams without undermining the relationship‑led culture that has driven the firm's success

The individual should already have a strong track record within accountancy and be credible with entrepreneurial and owner‑managed businesses.

Commercial ability is important.

The existing leadership team has significant client responsibilities already, so this appointment isn't about finding someone to simply absorb work. The firm wants somebody who can create new opportunities, develop relationships and ultimately bring meaningful fees into the business.

You are likely to be ACA or ACCA qualified and currently operating as a Director, Partner Designate, Salaried or established senior leader within another accountancy firm.

The equity opportunity

This is where the role becomes particularly interesting.

The intention is for the successful individual to demonstrate their impact during the first year and, assuming the fit and performance are right on both sides, move towards ownership rather than remaining permanently salaried.

That means the opportunity in Cardiff should appeal to somebody thinking beyond their next basic salary increase.

What's on offer

• £135,000-£155,000


• Defined route towards equity for a strong performer


• Significant commercial autonomy


• Highly profitable existing business


• Investment supporting further growth


• Long‑tenured and experienced team


• Direct influence over future strategy


• Opportunity to build meaningful long‑term value

The culture is deliberately relationship‑led and face to face. The firm's clients know their advisers personally, and senior people remain visible rather than becoming names attached to engagement letters.

For an ambitious Partner who can combine fee generation with excellent client relationships, this is a rare opportunity to join an established Cardiff firm while there is still significant value left to create.