Partner

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

Job summary

Insite Finance in Cardiff seeks a senior commercial leader to join as Partner, with a defined path to equity. The role blends client delivery with business development, leveraging an established client base and leadership team to drive growth.

A route to equity within ~12 months is highlighted for strong performers. The successful candidate will build relationships with owner-managed businesses, win new work, and influence the firm’s strategy while maintaining a client-led culture.

Qualifications

• Must have a strong track record in accountancy and credibility with owner-managed businesses.
• Commercial ability and strategic thinking are essential.
• Proven ability to develop client relationships and win new work.

Responsibilities

• Building and developing high-value client relationships
• Winning new work through your 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 commercial issues
• Working closely with the leadership group
• Supporting development of managers and directors
• Helping shape the firm’s commercial strategy
• Developing new fee streams within a relationship-led culture

Skills

Accountancy expertise

Entrepreneurial mindset

Commercial acumen

Client relationship development

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

Partner

• 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.