Senior Client Advisor (Finance Director)

  • Clark Wood - Accountancy Practice & Tax Recruitment
  • Coventry, Warwickshire
  • Apr 29, 2026
Full time Banking

Job Description

Clark Wood is partnering with a leading independent advisory firm in Coventry to recruit a Senior Client Adviser-a highly commercial, relationship-led role within an accounting environment.This is not a compliance position, but a true advisory role supporting ambitious, owner-managed businesses.Based out of modern offices in Coventry You'll manage a portfolio of 30+ clients (typically £1m-£15m turnover), acting as their outsourced Finance Director. You'll guide key decisions, translate financials into clear actions, and build trusted relationships as the go-to adviser on commercially important matters.You won't be involved in accounts or compliance-dedicated teams handle that. Your focus is on client relationships, portfolio growth, and delivering measurable outcomes.Key ResponsibilitiesManage and develop a portfolio of owner-managed businessesTurn financial data into clear, actionable commercial adviceIdentify opportunities to improve performance and drive valueRetain and grow your client baseSupport and mentor junior team membersThis role suits commercially minded professionals who enjoy working closely with business owners, whether from practice (seeking a move away from compliance) or industry (seeking more variety and influence).You'll be confident influencing decisions, comfortable with ambiguity, and able to communicate complex information simply.Experience & SkillsExposure to businesses with £3m+ turnoverStrong understanding of profitability, cash flow, and value driversExperience with owner-managed businessesCommercially astute with strong interpersonal skillsACA/ACCA (desirable, not essential)What's on OfferZero compliance workEstablished client portfolio with new client flowFull operational and compliance supportCompetitive salary, car allowance, and profit sharePrivate medical, flexible working, and 30 days holidayClear progression within a high-performing, collaborative teamA strong opportunity for those who want to focus on meaningful advisory work-helping business owners grow and maximise value.For more information on this role, please contact Jack Wyatt at Clark Wood at or call If this specific vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague to us and receive at least £500 in vouchers if we help them secure a permanent role.