Acquisition Associate- Hybrid, Cheltenham

6 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Acquisition Associate - Hybrid, Cheltenham**

**About Attivo**:
Attivo are Independent Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
As an Acquisition Associate, your responsibilities will include producing and maintaining up-to-date Acquisition Integration plans, assisting with integration tasks post-acquisition, and coordinating with various departments to provide essential support. You will liaise with acquisitions, prospects, and brokers, arranging necessary meetings and maintaining clear communication and updates with all stakeholders, both internal and external.

You will be responsible for creating and updating reports, spreadsheets, and project plans, including due diligence RAG reports, Acquisition Committee Reports, and the Master Acquisition spreadsheet. Your role also involves managing an electronic filing system for all acquisition-related documentation, ensuring easy access and maintaining document and version control.

**About you**:
You are able to work under pressure with a high level of accuracy, coupled with your meticulous attention to detail, ensures that you maintain high standards in all tasks. You are comfortable attending meetings, taking accurate minutes, and translating actions onto acquisition documents. You are also proactive in producing Acquisition Committee Reports and tracking the progress of acquisition projects. Demonstrating an awareness of business sensitivities, you approach problems and issues thoughtfully, contributing constructively to discussions and challenging when necessary to drive positive outcomes.

You have a proactive approach and are confident in using your own initiative, identifying potential issues and inaccuracies in live project plans and communicating relevant actions clearly to ensure completion in line with agreed deadlines. You thrive in dynamic environments and are comfortable meeting deadlines under pressure, even when faced with a high volume of work and conflicting priorities.

**Key Responsibilities include**:

- Create and update reports, spreadsheets and project plans, including due diligence RAG reports, Acquisition Committee 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.
- Management 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.
- Collating information / documents and ensuring they are updated in the right area.
- Be responsible for the administration of the Acquisition files, ensuring that it is kept up to date.
- Adhering to the clear folder policy and ensuring relevant data is stored appropriately.
- Assess all required due diligence information to ensure that all has been submitted to Box and is ready to be reviewed by the Directors to complete their reports.
- Administrative support with MSP of all live project plans and print off report overview for Head of Acquisitions Integration to review.
- Attend and play a proactive role within the Acquisition Committee meeting.

**Essential skills and experience**
- Minimum 5 GCSEs graded A-B (6), including Maths and English or equivalent.
- Educated to degree level in Business Management, Economics or Law.
- Ability to work under pressure with a high level of accuracy.
- Excellent organisation skills.
- Proactive and able to use own initiative.
- Articulate and able to communicate professionally with external suppliers.
- Proactive and confident; willing to speak candidly and constructively challenge.
- 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 intermedia

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