Senior Business Services Associate Director: Client Growth

Insite Finance; Cardiff; On-site; GBP 90,000 - 110,000; Full time

Job summary

Insite Finance in Cardiff is seeking a seasoned Business Services Associate Director to take ownership of a substantial client portfolio and to help drive growth. You will work closely with the senior leadership to deliver high-level advisory and accounting services to entrepreneurial start-ups, owner-managed companies and mid-market clients.

The role requires strong technical accounting skills, strategic judgement and the ability to manage client relationships across a growing portfolio.

Qualifications

• Senior adviser to business owners and management teams.
• Manage a significant portfolio and lead complex accounts.
• Handle technical accounting questions outside routine compliance.

Responsibilities

• Act as senior adviser to business owners and management teams.
• Meet clients regularly and build relationships.
• Identify new work from existing and prospective clients.
• Coach managers and support succession within the team.

Skills

Relationship-building

Portfolio management

Lead complex assignments

Communication skills

Job description

Insite Finance in Cardiff is seeking a seasoned Business Services Associate Director to take ownership of a substantial client portfolio and to help drive growth. You will work closely with the senior leadership to deliver high-level advisory and accounting services to entrepreneurial start-ups, owner-managed companies and mid-market clients.

The role requires strong technical accounting skills, strategic judgement and the ability to manage client relationships across a growing portfolio.