Role Overview

The Senior Client Advisor is responsible for managing a portfolio of clients within Business Advisory Services, providing accounts preparation, bookkeeping, VAT, management accounts and cloud accounting support.

The role involves overseeing client assignments, maintaining strong client relationships, ensuring work is completed accurately and on time, and supporting the development of junior team members through guidance and review. The position works closely with the Pod Lead to ensure efficient and high-quality service delivery.

Key Responsibilities

Client Management and Service Delivery

• Manage a portfolio of clients, overseeing assignments from start to completion.
• Prepare and review year-end accounts for companies and unincorporated businesses.
• Deliver bookkeeping, VAT returns, management accounts and other finance support services.
• Liaise directly with clients, managing queries, requesting information and providing updates.
• Ensure work is completed within agreed deadlines and budgets.
• Monitor fees and work in progress, ensuring timely billing.

Quality and Workflow Management

• Review work completed by Client Advisors, ensuring accuracy and quality.
• Provide feedback and resolve queries or issues arising during assignments.
• Manage workloads and prioritise tasks to meet client deadlines.
• Identify opportunities to improve processes and service delivery.

Team Support and Development

• Provide technical guidance and support to junior team members.
• Help develop colleagues through coaching, feedback and knowledge sharing.
• Work with the Pod Lead to manage workloads and team priorities.
• Promote a positive and collaborative team environment.

Systems and Business Development

• Support clients with cloud accounting software, including Xero, Sage Business Cloud and QuickBooks Online.
• Provide guidance and training on accounting systems and digital tools.
• Identify opportunities to improve client processes and introduce additional services where appropriate.
• Contribute to departmental improvements and business development activities.

Skills and Experience

• Strong experience preparing year-end accounts for corporate and unincorporated clients.
• Experience in bookkeeping, VAT returns and management accounts within an accountancy practice.
• Experience reviewing work and supporting junior colleagues.
• Good knowledge of accounting software and cloud platforms, particularly Xero, Sage and QuickBooks.
• Strong Microsoft Office skills, including Excel, Word, Outlook and Teams.
• Educated to degree or Accounting Technician level, or equivalent.
• ACCA qualified, equivalent qualified or currently studying towards ACCA.
• Excellent communication, organisation and time management skills.
• A proactive, client-focused approach with strong attention to detail and the ability to manage competing deadlines.