Client Advisor – Finance Outsourcing

  • Department: Business Advisory Services
  • Experience Level: Experience
  • Location: Glasgow office/hybrid working pattern
  • Hours: 37.5 hours/week, flexible, Mon-Fri

We are seeking a Client Advisor (Finance Outsourcing) to join our Business Advisory team in Glasgow.

About us

Wylie & Bisset are one of Scotland’s larger firms of accountants, providing a full range of services to clients including internal and external auditcorporate and personal taxationpayroll outsourcing, business support (Cloud accounting and bookkeeping), corporate finance and consultancy services. The firm operates a dedicated insolvency department which provides debt solutions to both consumers and businesses. As we approach our centenary, we are incredibly proud of our heritage and look forward to a positive future.

About the team

The Business Advisory Services (BAS) Team comprises professional sub teams which cover Finance Outsourcing (bookkeeping), Accounts and a specialist GP Practice service provision.  Our client base includes small and medium sized organisations across various industry sectors including charities, farming, retail and healthcare.

The BAS Team support our clients with compliance and advisory services. This includes compliance services such as audit exempt statutory accounts for limited companies (and some LLP’s, CIC’s CASC’s, clubs etc.) alongside unincorporated businesses. We also assist our tax team with preparation of draft tax comps and provide a full range of company secretarial services. We offer outsource finance support ranging from bookkeeping, management accounts to full virtual finance function.

There is a broad range of clients of various sizes, sectors and locations. The team have specialisms in various sectors including Healthcare (GP practices, dental and pharmacy), Hospitality (Food & drink production, hotels, restaurants), Farming (Cattle & sheep, land services), Charities (reporting).

The team are Xero experts and predominantly use Xero for bookkeeping and accounts preparation with CCH for the final accounts production.

About the job

We seek an experienced Client Advisor to join our busy and enthusiastic team of professionals.  Working in our finance outsource team you will support the team by undertaking bookkeeping, vat return processing and management accounts production for our varied client base.

Key responsibilities

With support and guidance, assist with the following:-

  • Bookkeeping processing for various clients
  • Preparing VAT returns
  • Providing cloud accounting software training
  • Processing month end, quarter and year end entries as needed.
  • Reconciling the data as needed
  • Preparing management accounts
  • Any other appropriate tasks, as directed

Reporting to:


About you

  • You will have proven experience of working in a public practice
  • You should be educated to degree/Accounting Technician level or equivalent, and hold appropriate qualifications in Maths and English.  You should be working towards AAT/ACCA Qualification (minimum of 1 year experience required)
  • Experience of cloud bookkeeping software – Xero, Sage Business Cloud and QuickBooks Online and related apps
  • Experience of set up and on boarding of clients to a cloud bookkeeping system
  • Proven experience in bookkeeping, VAT and management accounts preparation
  • Experience of practice management software esp CCH
  • Experience of MS Office products:  Outlook, Teams, Excel and Word
  • Excellent communication skills including the confidence to deal with video calls, meetings, phone calls, email, letters, etc

Personal qualities

  • Proven organisational skills
  • Takes ownership of the task
  • Excellent communication skills (verbal and written)
  • Enthusiastic, results driven, co-operative
  • Positive and confident approach to work
  • Client focussed
  • Quality approach to work (first time, on time, every time)
  • Can work effectively in a team environment or on own initiative

Other information

Based:  The role will be based at our Bath Street offices; Hybrid working pattern

Hours:  37.5 hours/week, flexible, Monday – Friday

Salary:  Competitive


  • We have developed a set of Essential Behaviours which form part of every role profile and contribute to positive culture
  • ACCA training support available for successful candidates
  • Some overtime may be required at times of high volume of workload
  • Some travel to support our clients, or to other offices, may be required
  • Driving licence beneficial

How to apply

All applicants should apply in writing attaching a current CV to

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