Finance Acquisition Senior Administrator

22 hours ago

Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time
Finance Acquisition Senior Administrator

A fantastic opportunity to grow with AFH Wealth Management as a Finance Acquisition Senior Administrator. We are seeking a skilled professional to join our Finance Acquisitions team in our Bromsgrove office, with hybrid working options available.

Key Responsibilities:
  • Collate and review documentation for the Due Diligence process
  • Prepare financial due diligence for potential acquisitions
  • Monthly analysis of acquisition income for comparison against due diligence
  • Monitor and review existing acquisition bank accounts to ensure all post-completion income is remitted to AFH
  • Liaise with the Integration team regarding the transfer of acquisition client income following completion
  • Analyse acquisition income post-completion, identifying anomalies, trends, and income tracking against target
  • Liaise with Product Providers post-completion
  • Review, produce, and monitor acquisition income for the earnout period
  • Prepare acquisition deferred consideration reconciliations for review by Supervisor/Manager
Requirements:
  • Finance experience is an advantage in this role
  • Must be numerate and accuracy is essential
  • Excellent knowledge of Microsoft Excel, including working knowledge of lookup/pivot tables/index match
  • Excellent knowledge of Microsoft Word and Outlook
  • Ability to analyse, interpret, and organise data
  • Must have an eye for detail and accuracy
  • Excellent planning and organisation skills
  • Excellent interpersonal and communication skills
  • Ability to gain a detailed understanding of internal systems and processes
  • Able to work as part of a team, or if required, under one's own initiative
Benefits:
  • Training and qualifications - AFH Wealth Management supports and pays for staff to undertake professional qualifications relevant to their job role
  • 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 Wealth Management is one of the UK's leading independent financial advisory firms.

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