Acquisitions Coordinator in Bromsgrove

Location: Bromsgrove, Worcestershire, United Kingdom

Salary: Competitive Salary and Benefits

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

The purpose of this role is to deliver excellent service by working as part of the Acquisitions Team and acting as the assistant to the Acquisitions Director for all acquisition tasks. We are looking for a candidate who is keen to develop their career with us, expand a commercially aware mindset and take confidence in liaising within the Business. This is a diverse and fast-paced role with fluctuating workloads, requiring excellent communication skills, work ethic and the ability to work to challenging deadlines and competing priorities.

As our Acquisitions Coordinator, you will be responsible for:

• Assistance with all acquisition projects and liaison with third parties (e.g. vendors, solicitors, brokers).
• Acting as the assistant to the Acquisitions Director for the day-to-day acquisition tasks, inclusive of minute taking in meetings and diary management.
• Arranging weekly department catch up meetings, to ensure close and consistent communication is maintained.
• Preparing meeting agendas.
• Due diligence administration, liaising with individual stakeholders within the business to gather and collate queries for each project.
• Drafting timetables for the various due diligence stages.
• Renewing project plans to identify tasks in order of priority and communicate these to the Acquisitions Team.
• Ensuring project plans and reports are kept up to date and distributed to the appropriate people in the Business.
• Overseeing all acquisition databases and ensuring that all due diligence is recorded centrally in a uniform manner.
• Collating departmental due diligence queries and being the main point of contact in respect of these for the Acquisitions department.
• Reviewing, coordinating and distributing due diligence to departments across the Business.
• Overseeing tasks carried out by Acquisition Administrators.
• Any other reasonable requests made by a Director/Manager of the Business.

What we are looking for in our ideal Acquisitions Coordinator:

• Experience of working within the Legal or Financial Services sector is desirable.
• Self-motivated with a strong work ethic, willing to learn and develop in the role.
• Computer literate and confident with the use of Microsoft Office (Word, Excel and PowerPoint).
• Able to demonstrate their excellent organisational skills and attention to detail to meet challenging deadlines and prioritise effectively.
• Able to articulate effectively with all key stakeholders.
• A natural team player and problem solver, with the ability to work independently using self-initiative, and utilise excellent interpersonal skills.
• Keen to portray a smart, professional image at all times.
• Experienced in a regulated environment (i.e. Legal and/or Financial Services), who holds up to date knowledge on GDPR and Treating Customers Fairly.

Benefits and Perks at AFH:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.