Senior Client Adviser

Butler Rose; Coventry; On-site; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Company car/allowance

Profit sharing

Medical insurance

Free lunch 4 days

30 days holiday

Flexible hours

Team building

Professional growth

Supportive environment

Job summary

Butler Rose is seeking a Senior Client Adviser in Coventry to lead client relationships and drive service excellence. You will own the client portfolio, chair quarterly reviews, and translate client objectives into actionable work with internal teams.

You will develop a holistic view of client businesses, respond to queries promptly, mentor junior staff, and seek opportunities to add value through new services. A strong tax and accounting background is preferred.

Qualifications

• Solid experience in client advisory within an accounting environment.
• Ability to run quarterly reviews and lead client discussions.
• Strong understanding of tax matters and reporting for business owners.
• Experience mentoring junior staff and coordinating with specialist teams.

Responsibilities

• Lead relationship owner for your client portfolio.
• Chair client meetings and quarterly reviews.
• Develop a holistic understanding of each client's business and objectives.
• Respond promptly to client queries by phone and email.
• Represent client interests in internal discussions.
• Coordinate with tax and other teams on projects.
• Identify sales opportunities and progress new services.
• Define solutions, scope work and articulate value to clients.
• Mentor juniors toward Client Advisor roles.
• Maintain strong commercial awareness aligned with KPIs.

Skills

Client relationship management

Meeting facilitation

Cross-functional coordination

Sales opportunity identification

Mentoring juniors

Commercial awareness

Effective communication

Query handling

Education

2+ years accounting experience

Job description

Senior Client Adviser
Coventry
Salary range up to £80,000 (DOE)

Butler Rose Public Practice is delighted to be supporting a well-established firm in Coventry with the appointment of a Senior Client Advisor.

You will help deliver the firm's vision of improving the quality of life for business owners, acting as a trusted advisor to your client portfolio. Building strong, lasting relationships, you'll ensure excellent service, high client satisfaction, and long-term loyalty, creating advocates who refer others.

Role Requirements:

• Primary client contact - Lead relationship owner for your client portfolio.
• Chair client meetings - Run quarterly reviews, planning sessions, and key discussions.
• Holistic client understanding - Develop a full picture of the client's business and personal objectives to act in their best interests.
• Day-to-day query management - Respond promptly to client questions by phone and email.
• Client advocate internally - Represent the client's interests and ensure the best outcomes in internal discussions.
• Coordinate with specialist teams - Liaise with tax and other teams on projects and resolve client-related issues.
• Identify sales opportunities - Spot client needs, initiate conversations, and help progress new service opportunities.
• Create chargeable projects - Define solutions, scope work, and articulate value to clients.
• Support and mentor juniors - Train and develop junior team members toward Client Advisor roles.
• Strong commercial awareness - Understand KPIs, profitability, cashflow, and business value while delivering service aligned with firm values and professional standards.

Personal Requirements:

• Having a solid understanding of key tax matters - Corporation Tax, Personal Tax, IHT, CGT etc.
• Having a solid understanding of the way business software systems work so as to be able to advise on running businesses by reports and ensuring the credibility and accuracy of accounting reports.
• Understanding different types of business model, how they make money and related accounting methods for different business models.
• Excellent communication and verbal skills at all different levels to include presentations, with the ability to self-motivate and manage clients.
• Excellent attention to detail and readiness to learn sales skills to enable upselling to clients.
• Excellent client service with a minimum two years' experience within an accounting role.

Employee Benefits:

• Company car or car allowance option (after qualifying period in the role)
• Profit share scheme (after qualifying period in the role)
• Medical insurance (after qualifying period in the role)
• Free quality lunch 4 days a week
• 30 days holiday (including bank holidays)
• Flexible working hours
• Reward lunches
• Team building days
• Opportunities for professional growth and development
• A supportive and collaborative work environment

This is an outstanding opportunity for the right individual to join this firm of choice.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.