Hiring Now: Client Advisor Near You – Apply Today!

Your Next Client Advisor Job Starts Here – Apply Now!

Client Advisor

Job Posted: 2 days ago

Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Plymouth, Devon

Expire in: a month

Job Description

Job title Client Advisor

Location - Plymouth, Devon

Workplace type - We offer flexible hybrid working arrangements.

Employment type - Full-time

Salary - £30,000-£35,000

Main purpose of job To ensure the client experience is seamless.

Reports to Senior Client Advisor Department

Key responsibilities

• Preparation of VAT returns

• Preparation of management reporting

• Preparation of CIS returns

• Preparation of statutory reporting

• Year-end opening balance adjustments

• Preparation of Corporation Tax returns

• Company secretarial services

• Data processing - including utilising systems to streamline processing

• Reviewing work from a Client Assistant prior to publishing this within Xero or relevant accounting system

• Go to person - for initial client queries

• Software support for clients

• Xero and app setups/training

• Budgets/forecasts with clients

• Assist with administration

• Training Client Assistant role

• Ad hoc projects General responsibilities

• Managing client’s expectations and delivery up to date nancials on time, every time

• CPD and ongoing training

• Ensure con dentiality of sensitive client data

• Direct communication with clients

• Working with other team members in order to meet deadlines

• Identify opportunities to improve/streamline internal processes

• Technology expert - ability to train others on accounting systems and add-ons

• To act in accordance with the business’ values and competency framework Skills & abilities Knowledge & experiences Personal attributes

• Ability to communicate with direct line managers

• Ability to communicate clearly and concisely with clients

• Good accounting knowledge

• Use of IRIS, Xero, Excel preferable but not essential

• GCSEs (or equivalent) in Maths, English

• Previous experience within an accounting practice preferable (1-2 years)

• Attention to detail

• Team player/social

• Open to learning new systems and processes

• Good communicator

• Articulate

• Ability to manage workloads

• Ability to meet deadlines

• Ability to train others

• Refer to competency framework for specific behavioural indicators

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Advisor job near me in Plymouth, Devon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!