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Senior client advisor (finance director)

Coventry
Permanent
Finance director
£60,000 - £80,000 a year
Posted: 26 April
Offer 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 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. For more information on this role, please contact Jack Wyatt at Clark Wood at jwyatt@clark-wood.co.uk or call 07880 255933 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. CWJG

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