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Senior Client Advisor (Finance Director)

Posted 3 days 4 hours ago by Clark Wood

Permanent
Full Time
Other
Warwickshire, Coventry, United Kingdom, CV1 1
Job Description
Senior Client Advisor (Finance Director)
  • Location: Coventry
  • Sector: Advisory, Business Services
  • Contract Type: Permanent
  • Salary: £60000 - £80000 per annum
  • Contact: Jack Wyatt
  • Contact email:
  • Contact phone: (0)
  • Published: 4 days ago
  • Expiry date: 2026-06-05
  • Start date: 2026-04-23
  • Consultant: Jack Wyatt

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 Responsibilities
  • Manage and develop a portfolio of owner managed businesses
  • Turn financial data into clear, actionable commercial advice
  • Identify opportunities to improve performance and drive value
  • Retain and grow your client base
  • Support and mentor junior team members

This 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 & Skills
  • Exposure to businesses with £3m+ turnover
  • Strong understanding of profitability, cash flow, and value drivers
  • Experience with owner managed businesses
  • Commercially astute with strong interpersonal skills
  • ACA/ACCA (desirable, not essential)
What's on Offer
  • Zero compliance work
  • Established client portfolio with new client flow
  • Full operational and compliance support
  • Competitive salary, car allowance, and profit share
  • Private medical, flexible working, and 30 days holiday
  • Clear progression within a high performing, collaborative team

A strong opportunity for those who want to focus on meaningful advisory work-helping business owners grow and maximise value.

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