Financial Planning and Advisory Professional

7 days ago


London, Greater London, United Kingdom Pearse Partners Full time
Role Summary

Pearse Partners is seeking a Senior AD to join their Debt Advisory Team in London.

The successful candidate will lead client projects, review financial strategies, business plans, and models, and build expertise in financial advisory and leadership. They will also guide junior staff, contribute to team growth, offer on-the-job coaching, and assist with broader internal training programs.

Key Responsibilities:

  • Lead client projects, reviewing financial strategies, business plans, and models (P&L, cash flow, DCF, LBO).
  • Build expertise in financial advisory and leadership, improving client relationship management and staying current on market developments and industry trends.
  • Guide and mentor junior staff, contribute to team growth, offer on-the-job coaching, and assist with broader internal training programs.
  • Drive business development initiatives, foster strong client relationships, identify new service opportunities, and participate in targeted marketing and sales efforts.

Expected Salary Range: £80,000 - £120,000 per annum.

Qualifications and Experience
  • CFA Qualified or ACA/ACCA equivalent strongly preferred.
  • Strong experience in Debt Advisory transactions within an IB, consultancy, or professional services firm.
  • Strong skills in cash flow forecasting and business planning.


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