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JOB DESCRIPTION Job Title Senior Client Advisor/ Client Manager Location Plymouth Workplace Type On-site with flexible working Employment Type Full-time Main purpose of job To provide a seamless client experience whilst offering support to both more junior and senior team members Reports to Pod Leader/ Associate Director Department Accounting and Business Services Duties & Key Responsibilities Client manager responsibilities for a portfolio of clients Preparation of proposals for new and existing clients Preparation and reviewing of VAT returns Preparation and reviewing of management accounts Preparation of CIS returns Preparation of statutory reporting Year-end opening balance adjustments Preparation of Corporation Tax returns Company secretarial services Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system Go to person – for client queries and running client meetings Software support for clients Xero and app setups/training Budgets/forecasts with clients Training Client Assistant and Semi Senior Adviser roles Ad hoc projects General Responsibilities Managing clients’ expectations and delivery of up-to-date financials on time, every time. Managing and utilising other team members to deliver client work, including Client Assistant and Client Semi Senior levels Working on a portfolio of clients specifically Owner/Managed businesses from Sole Trade, Partnerships to Limited Companies and groups Ensuring Assignments are completed in accordance with the firm’s standard procedures and confirming arrangements with the client and other internal departments, including costs and billing arrangements Ensure assurance quality at all times and compliance with the firm’s procedures Identify and resolve key accounts, tax matters and contentious items, in consultation with the client and manager Responsible for planning non-complex assignments, taking responsibility for achieving agreed budgets and meeting deadlines CPD and ongoing training Ensure confidentiality of sensitive client data Direct communication with clients Client onboarding process WIP review and billing Identify opportunities to improve/streamline internal processes Identify opportunities to upsell/cross-sell other WPL services across the group Technology expert – ability to train others within the team and clients alike, on accounting systems and add-ons within our preferred ‘app-stack’ To act in accordance with the business’ values and competency framework Skills & Abilities Ability to communicate with direct line managers Ability to communicate clearly and concisely with clients Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely Good accounting knowledge – specifically FRS 102 + 1a Use of IRIS, Xero, Excel preferable but not essential Knowledge & Experience GCSE’s (or equivalent) in Maths, English, Previous experience within an accounting practice 2-3 years minimum An accounting qualification Personal Attributes Attention to detail Team player/social Good communicator Articulate Ability to manage workloads Ability to meet deadlines Ability to train others Refer to competency framework for specific behavioural indicators

Are you looking for a rewarding role that will allow you to utilise your current skills to influence, support and encourages others to build a future? Are you looking for an opportunity to make a difference to people’s lives? If so, then this might be the position for you. We’re currently recruiting for an Employment Adviser to join our amazing team. You will provide advice and support to guide and encourage participants to overcome barriers to employment and achieve realistic job goals. You'll manage a caseload of participants, managing their journey to employment, be their coach and mentor and be the principle highly trusted contact to build strong positive relationships, guide, motivate, challenge, encourage and help customers obtain sustainable employment. Our ideal candidate will have excellent customer service skills, be target driven as well as a motivational adviser. You'll have a high level of initiative and motivation with the ability to seek out solutions to problems, and be able to work under pressure, without day to day supervision. However, we aren’t always looking for someone who ticks every single box we’re looking for someone who can provide a first class customer service, driven by our overarching aim to empower lives and improve communities. This is a rewarding role that will allow you to utilise your current skills to influence, support and encourages others to build a future and will also allow us to become better with your unique experiences. In return for your dedication, knowledge, and commitment, we're offering a competitive salary range of £26,500 to £29,545 per annum (dependent on experience) with these great additional benefits: • 25 days annual leave + Bank Holidays + Birthday Day off (with the opportunity to buy additional days) • 2 Volunteer Days • Pension - 5% Employee 5% Employer • Healthcare Cash Plan, incl. 3 x salary life assurance • Annual Pay Review • Refer a Friend Scheme • Free access to BenefitHub – an online portal with access to a wide range of retail discounts, cycle to work scheme and additional voluntary benefits There’s also the opportunity to progress your career within the Seetec Group. Interested? There’s an easy to apply route below to upload your CV! If you need any further information, talk to our experienced Internal Recruitment Team on (phone number removed). Seetec Group is an employee-owned organisation and we continually pride ourselves on our sense of community, both in the incredible work we do throughout UK and Ireland, and internally with our employee owners. People are at the front, centre and heart of every service we provide and each decision we make. What it means to be employee-owned. What our people say. Location: This is an office-based role, working from the Plymouth office. Full-time: 37 hours per week - Monday to Thursday: 8:30am – 5:00pm & Friday: 8:30am – 4:30pm OR Part-time: 18.5 hours per week Closing Date: 27 April 2026 Assessment Centre - We will be conducting an assessment centre during the week commencing 27 April. The exact date will be confirmed during the week commencing 20 April. Each session will last 2 hours and will be held in the evening to provide greater flexibility and give more people the opportunity to attend. Time: 5:30pm – 7:30pm

Starting Salary: £34,434 progressing to £37,280 per annum (pro rata for part time).Location: Stevenage Campus, Hertfordshire.If you are a passionate ecologist and care about saving the environment, then we need you!.This is a really exciting opportunity to progress your career in Ecology

As a People Adviser, you will play a key role in delivering a high-quality, professional HR service across the organisation.

Make a difference from day one – join a friendly and supportive in house legal team!.We are looking for a motivated and curious.Junior Solicitor, Barrister or Legal Executive (with litigation rights).Adults and Education Legal Team.Whether you are newly qualified or looking to move into a new area

Here at Alexander Lloyd, we are currently supporting the search for a leading organisation in employee benefits and business protection for a Protection Consultant to support its continued growth.The organisation focuses on delivering tailored, end-to-end solutions that help businesses build effecti

Financial Adviser – South East London | Client-Focused, Relationship-Led Firm. They are now looking to add an additional Financial Adviser to the team — not just to handle demand, but to play a key role in the next phase of the business. Qualified Financial Advisers (Level 4 Diploma / CAS).

Self‑Employed Mortgage & Protection Adviser. This opportunity is ideal for advisers who want autonomy. This structure allows advisers to focus on.

We are seeking an Employment Lawyer to join us a Senior Legal Adviser in the South of England, working with a portfolio of clients to offer pragmatic consultancy in a range of employment enquiries.

We have a full time senior adviser role to recruit (job share flexibility is an option), delivering workforce support within our grant funded work and/or commercially delivered projects, with a particular focus on Equal Pay and Equality Impact Assessments. General employment/HR skills are important,

The role of Group Tax Adviser offers an opportunity to manage and support tax compliance and advisory activities. A successful Group Tax Adviser should have:.

We are now looking for an Environment Policy Adviser specialising in nature recovery and conservation, to join our expert team in London.

Salary: London: £46,090 - £49,500 / National: £43,090 - £46,500.If the successful candidate is a current Civil Servant joining on level transfer, HM Treasury will honour their current substantive salary if higher.Working Pattern: This post is available on a full time, part time or job share basi

We are looking for a warm, thoughtful and organised Dementia Adviser to join our supportive team in North Cumbria working 21 hours per week, on a fixed term contract for 2 years.

Your new company We are recruiting on behalf of our client for a Specialist Employment Adviser to support participants on the Connect to Work programme.

As the first in-house network adviser working across Birmingham schools, you will play a key role in shaping careers provision in the city while influencing practice across the wider Ark network.

Join us as a Careers Adviser : Empower Futures!.

A healthcare consulting organization is seeking an Adviser to provide expert support to NHS Resolution’s Practitioner Performance Advice service.

Our Business Coaches and Business Advisers bring exceptional value to the UK’s SME community by working side-by-side with Entrepreneurs, Founders and Owners, driving the growth, profitability and success of businesses. Pro-actions are seeking a talented professional based in Surrey, that has the s

Technical Roofing Adviser (Flat Roofing Systems).

A leading employment services provider in England is seeking a dedicated individual to manage customer caseloads and provide tailored job-search support.Responsibilities include facilitating assessments, delivering a positive customer experience, and marketing clients to employers.The ideal candidat

This exciting role sits within the Policy team, where you’ll take the lead on engagement across the Further Education (FE) policy landscape.You’ll play a key part in ensuring CITB’s expertise helps shape the development and delivery of policies that will directly impact how the next generation

A boutique financial planning firm in Essex is seeking a Paraplanner to support advisers and maintain the quality of financial advice.

We are looking for a proactive and knowledgeable.From our factory and testing facilities at Grove to trackside operations and commercial functions, you’ll be a trusted point of contact for all health and safety matters.In this role, you’ll champion a positive safety culture, ensure compliance wi

CITB is looking for a dedicated leader in policy engagement to work within the London Policy & Government Relations team.You will play a crucial role in influencing government policy to support training in the construction industry.Key responsibilities include developing strong relationships with st

This is an exciting opportunity to be part of our Community Information and Advice Team as a Carers Adviser. The team brings together roles such as the Community Information Manager, Carers Advisers and other information and engagement officers, working closely with social care colleagues, commissio

The Royal Society is seeking an enthusiastic person to join as a Policy Adviser in its Policy Section, to work initially within the Education and Skills Policy team. Senior Policy Adviser, Education and Skills.

Slaughter and May is seeking an experienced HR Adviser for a permanent, full-time position in Greater London.

Our Dementia Adviser’s have the rewarding job of providing support and guidance to people with dementia and their carers; helping to maintain their independence, improving their sense of well-being, and putting them in more control of their lives. The successful candidate will join the team with o

We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. As a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice.

A recruitment agency is seeking an Independent Financial Adviser in the York or Leeds areas.

We're looking for one adviser to join us, but only if you're genuinely at the top of your game. Most advisers aren't ready for pure commission with no safety net. We're looking for one exceptional adviser.

Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser. At Apollo Private Wealth, we’re not just hiring advisers, we’re building futures. Are you an experienced Financial Adviser with a passion for supporting clients through complex life transitions? This is a unique opportunity t

A leading pensions consultancy in Greater London seeks a Pensions Technical Specialist to leverage your technical expertise in the pensions sector.This role involves monitoring sector developments, providing insights, and assisting employers with technical queries.Ideal candidates will have strong a

A wealth management firm in London is seeking an experienced Financial Adviser to specialise in divorce-focused financial planning.

Trainee & Qualified Careers Advisers across Northumberland. Do you want to support people to change their lives? Are you looking for a new challenge or wanting to change your career? If yes, have you considered the role of a Careers Adviser at edt?. At edt we provide the support, training and qualif

Derby College Group (DCG) have a brilliant opportunity for Careers Advisor to join our passionate team based at our iconic Roundhouse campus; this will be a fixed term maternity cover contract.In this role, you will be instrumental in providing high-quality, professional careers guidance, helping st

A progressive financial services firm in Greater London seeks a Financial Adviser to manage client relationships and deliver tailored financial advice in compliance with regulations.

A leading employment services firm in England is seeking an Employment Adviser to provide essential support in overcoming barriers to employment.

Permanent, Part Time (25 hours a week over 40 weeks a year term time only).Student Services supports students at each stage of their journey from pre‑entry to post exit.The service has a student‑oriented culture and puts students’ needs at the heart of everything it does.The Counselling and We

We are looking for an experienced professional to join our small but growing team and help us and our clients identify and solve operational and managerial issues to create value and optimise existing processes.We are a boutique Business Consultancy with a focus on finding niches for innovation, con

A growing wealth management firm in Greater London seeks a Financial Adviser / Wealth Manager to provide comprehensive wealth management advice, including financial planning and investment strategies to high-net-worth clients.

Senior adviser role to recruit (job share flexibility is an option), delivering workforce support within our grant funded work and/or commercially delivered projects, with a particular focus on Equal Pay and Equality Impact Assessments. General employment/HR skills are important, in addition, income

A financial advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Apply now to start a fulfilling career as a financial adviser.

Economic Adviser (Energy and Natural Resources). The Commonwealth Secretariat seeks to appoint an Economic Adviser (Energy and Natural Resources) in our Climate Change and Ocean Directorate. Reporting to the Head of ENR, the Economic Adviser will provide advisory and technical services to support Co