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Finance Acquisition Senior Administrator
2 months ago
A fantastic opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.
We are seeking a highly skilled Finance Acquisition Senior Administrator to join our existing Finance Acquisitions team in our Bromsgrove office. This is a full-time, permanent position that offers a competitive salary, range of benefits, and opportunities for growth and development.
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 to transfer 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
- 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 under own initiative
- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to their job role once they have passed their 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 Wealth Management is one of the UK's leading independent financial advisory firms.
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