Back to search
Associate Client Adviser – Oldfield Accountancy & Advisory is seeking an Associate Client Adviser to join their dedicated team in Coventry, West Midlands on a full-time basis.
About us:
With over 45 years of experience working with small and medium-sized businesses, Oldfield Accountancy & Advisory delivers far more than traditional accountancy services. From our base in Coventry, we blend proactive tax planning with hands-on business growth expertise. Our personalised approach helps clients strengthen cash flow, boost profitability, and create long-term value - while ensuring they make the most of strategic tax opportunities.
Company benefits include:
- Competitive Salary: Our offer is a salary of £37,000 - £50,000 per annum depending on experience.
- Holiday: 30 days including bank holidays
- Flexible Working Hours
- Profit Share Scheme, Company Car/Car Allowance & Medical Insurance (after qualifying period in role)
- Employee extras such as: Complimentary quality lunches, reward lunches, team-building days, vibrant and youthful team environment, excellent career progression opportunities, fully funded study package
About the role:
As an Associate Client Adviser, you will represent Oldfield with integrity, building trusted relationships and enhancing the experience of our clients. By anticipating needs and delivering exceptional service, you’ll support client retention and encourage referrals. Your role combines relationship management, sales strategy, and conflict resolution, with guidance from our Senior Client Adviser team.
Duties and Responsibilities include:
- Build and maintain trusted relationships by understanding client business objectives and providing strategic insights.Â
- Proactively respond to client needs, following up on meeting actions and queries to ensure satisfaction.Â
- Identify upselling opportunities and convert high-value prospects, meeting and exceeding revenue targets.Â
- Make independent decisions and provide financial solutions to moderately complex challenges while ensuring compliance.Â
- Communicate effectively with clients, delivering tailored value propositions and managing renewals with professionalism.
- Assist and support Senior Client Advisers
- Preparation and support for meetings – including agenda, KPI reports, and minute taking
- during meetings.
- Work closely with accounting team to ensure we are delivering a consistently excellent experience for our clients.
About you:
As an Associate Client Adviser, you will have at least two years of experience in an accounting role. An accounting qualification is a plus, but not essential. You will have strong communication, including the ability to present independently to clients and collaborate closely with your accounting team. You will have strong analytical skills, thrive under pressure, and are motivated to deliver exceptional results. Eager to grow your sales expertise and deepen your knowledge of key tax and accounting matters by continuing development. You are committed to providing high-quality service that makes a real difference for our clients.
If you have all the relevant skills and experience for our Associate Client Adviser role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
Please check your email inbox and spam / junk mail folder for any email correspondence for this vacancy.
If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.
No recruitment agencies, please
Additional keywords: Financial Advisor, Client Specialist, Relationship Manager, Client Analyst, Finance Associate, Business Consultant, Financial Consultant, Financial Analyst, Associate Client Director
This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser on our behalf. We both take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.
