Acquisitions Associate

1 month ago

Cheltenham, United Kingdom Attivo Group Full time

**Acquisitions Associate - Cheltenham Graduate Opportunity**

**Do you have excellent organisation and time management skills? Do you enjoy building and maintaining relationships with a variety of stakeholders? Do you have excellent verbal and written communication skills? If so, please keep reading.**

We provide our Lifestyle Financial Planning advice and service through Attivo Financial Planning, one of the very few Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

**Main responsibilities**
- Create and update reports, spreadsheets and project plans, including due diligence RAG reports, Acquisition Board reports and Master Acquisition spreadsheet.
- Develop and maintain strong working relationships with all stakeholders, internal and external, ensuring clear communication and updates are available and delivered to all relevant parties regarding the progression of acquisitions.
- Updating and cross checking of the master spreadsheet with all new acquisitions and any updates as required.
- Ownership of an electronic filing system for all acquisitions related documentation, allowing easy access for all relevant parties and ownership of all document and version control.
- Assess all required due diligence information to ensure that all has been submitted to Box and produce an initial review flagging any key risks to the Head of Acquisitions or Acquisitions Analyst.
- Responsible for production of Acquisition Committee Reports (ACR) following introduction from brokers for potential acquisitions and independent diligence, via Target websites, companies house etc.
- Attendance to meetings with the Acquisitions team, ensuring accurate actions are taken and circulated.

**Qualifications, skills and experience
- Educated to degree level would be an advantage, specifically Economics, Business Management or Law
- Minimum 5 GCSE’s graded A-B (6), or equivalent, including Maths and English
- Ability to work under pressure with a high level of accuracy
- Excellent organisation skills and time management skills working in a dynamic business environment
- Proactive and able to use own initiative
- Excellent written and verbal communication skills, with ability to communicate clearly and concisely with people at all levels across the business internally and externally
- Strong, demonstrable administration and IT skills with intermediate proficiency in Microsoft packages
- Ability to work collaboratively with colleagues and maintain strong working relationships with key stakeholders
- Meticulous attention to detail and accuracy and a highly conscientious approach to work

**Salary and benefits**

£25,000 with opportunity for fully funded study support towards relevant professional qualifications

Attivo also offers:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process.

Please visit our website to view our full privacy policy for prospective employees.

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