Financial Advisory Senior Associate in Bath
Financial Advisory Senior Associate

Financial Advisory Senior Associate in Bath

Bath Full-Time 45000 - 55000 £ / year (est.) No home office possible
Ambition

At a Glance

  • Tasks: Engage in complex financial advisory work and support clients through transactions.
  • Company: A growing Financial Advisory team in Bristol with a supportive culture.
  • Benefits: Competitive bonuses, learning opportunities, and career progression.
  • Other info: Strong Excel skills and understanding of debt structures are essential.
  • Why this job: Work closely with senior stakeholders on meaningful assignments and make an impact.
  • Qualifications: ACA or ACCA qualified, or nearing completion, with advisory experience.

The predicted salary is between 45000 - 55000 £ per year.

A growing Financial Advisory team in Bristol is looking for a qualified accountant to join at Senior Associate level. This is a rare opportunity to work on complex financial advisory work. If you have advisory experience or are currently doing a split role between insolvency and advisory and would like to do a pure advisory role, this is one for you!

Why join?

  • One of the best and most consistent bonuses in the market
  • Exposure to a wide range of advisory work
  • Supportive, down-to-earth culture with a strong focus on learning and progression
  • Opportunity to work closely with senior stakeholders on meaningful assignments

What you'll be doing

  • Working on buy-side financial due diligence, pre-lending reviews and independent business reviews
  • Identifying trends, risks and sensitivities within financial forecasts
  • Presenting findings to lenders, investors and management teams
  • Supporting clients through transactions and advisory engagements from start to finish
  • Building strong client relationships and delivering tailored, high-quality advice

What they're looking for

  • ACA or ACCA qualified, or equivalent (will consider someone near the end of their exams even if not fully qualified)
  • Background in advisory or transaction services
  • Strong Excel skills and confident financial analysis
  • Understanding of debt structures and SME banking facilities

Financial Advisory Senior Associate in Bath employer: Ambition

Join a dynamic Financial Advisory team in Bristol, where you'll benefit from one of the best bonus structures in the market and a supportive culture that prioritises learning and career progression. This role offers the unique opportunity to engage in complex advisory work while collaborating closely with senior stakeholders, ensuring your contributions have a meaningful impact on clients and their transactions.
Ambition

Contact Detail:

Ambition Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisory Senior Associate in Bath

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by brushing up on your technical skills and understanding of financial due diligence. We recommend practising common interview questions and scenarios related to advisory work to show you're ready to hit the ground running.

✨Tip Number 3

Showcase your soft skills! In advisory roles, building strong client relationships is key. Be ready to discuss how you've effectively communicated and collaborated with stakeholders in past roles.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Financial Advisory Senior Associate in Bath

Financial Advisory
Due Diligence
Financial Analysis
Excel Skills
Client Relationship Management
Risk Identification
Transaction Services
Business Reviews
Debt Structures Understanding
SME Banking Facilities
Presentation Skills
Advisory Engagements
ACA or ACCA Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your advisory experience and any relevant qualifications. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills in financial analysis and client relationship building!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your experience makes you a perfect fit for our Financial Advisory team. Keep it engaging and personal – we love to see your personality!

Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to handle complex financial advisory work. Numbers speak volumes, so if you’ve improved processes or delivered significant results, let us know!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our supportive and down-to-earth culture!

How to prepare for a job interview at Ambition

✨Know Your Numbers

Brush up on your financial analysis skills, especially Excel. Be ready to discuss how you've used these skills in past roles, particularly in advisory or transaction services. This will show that you can hit the ground running.

✨Understand the Advisory Landscape

Familiarise yourself with current trends in financial advisory, especially around buy-side due diligence and independent business reviews. Being able to discuss recent developments will demonstrate your genuine interest in the field.

✨Build a Connection

Prepare to talk about how you've built strong client relationships in previous roles. Think of specific examples where your tailored advice made a difference. This will highlight your ability to connect with clients and stakeholders.

✨Ask Insightful Questions

Prepare thoughtful questions about the team’s culture and the types of projects you might work on. This shows that you're not just interested in the role, but also in how you can contribute to the team's success and growth.

Financial Advisory Senior Associate in Bath
Ambition
Location: Bath

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