Finance Acquisitions Administrator
1 month ago
**Finance Acquisitions Administrator**
A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
We have an exciting opportunity to join our existing Finance Acquisitions team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.
As a Finance Acquisitions Administrator, you will perform a range of tasks to ensure that any Company Acquisitions are integrated smoothly into the business and monitored effectively post completion, to protect the Company’s return on investment and the Vendors deferred consideration. The role also includes the validation and monitoring of income for Adviser client sales and the co-ordination of the related Vendor/Purchaser contracts.
**Key Responsibilities as our Finance Acquisitions Administrator will include**:
- Monthly data gathering / monitoring of post completion Acquisition income
- Monitoring of existing Acquisition bank account, matching Provider statements to receipts ensuring all post completion income remitted to AFH via bank reconciliation
- Liaison with Integration team re Novation/LOA issues following analysis of bank receipts
- Analysis of Acquisition income post completion - creating input documents to submit to Finance Operations
- Use of back office systems for reporting and populating deferred income documents
- Investigate shortfalls / income anomalies for Acquisitions / Client Sales
- Liaise with Quality Assurance re adjustment to Acquisition / Client Sale income
- Preparation of annualised income figures for Client Sales
- Review & monitoring of Client Sale income for earnout period
- Contacting Product Providers to obtain copy statements or other plan information as required.
- Preparation of payment requests for contractual payments
- Any other reasonable request made by the Manager/Supervisor of the team
**What we are looking for in our ideal** **Finance Acquisitions Administrator**:
- Previous Finance experience is an advantage
- Must be numerate and accuracy is essential
- Working knowledge of Microsoft Excel (Intermediate level minimum) - use of lookup / pivot / tabs / indexmatch etc is an advantage
- Knowledge of Microsoft Word and Outlook
- Analysing, interpreting and organising data
- Excellent planning and organisation skills
- Excellent interpersonal and communication
- Ability to gain a detailed understanding of internal systems and processes
- Able to work as part of a team, or if required, under on own initiative
**Benefits of working for AFH**:
- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation.
- Contributory pension scheme, and death-in-service benefit
- Competitive salary and annual discretionary bonus, following one year’s service.
- Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies.
- Flexible working options and competitive holiday allowance, with annual buy and sell scheme options.
- Enhanced Maternity, adoptive and paternity pay
- Loyalty bonus and additional holiday days, based on length of service.
- Employee referral bonus scheme
- Social events
With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.
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