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For Companies At a Glance
- Tasks: Support financial transactions and ensure smooth deal processes.
- Company: Established boutique accountancy firm with a strong corporate finance team.
- Benefits: Competitive salary, dynamic work environment, and opportunities for growth.
- Why this job: Be a key player in exciting financial deals and enhance your professional skills.
- Qualifications: Experience in banking or financial services, with strong Excel skills.
- Other info: Fast-paced role perfect for detail-oriented individuals looking to thrive.
The predicted salary is between 30000 - 35000 £ per year.
Location: Aldridge, West Midlands (Office-Based)
Salary: £30,000 – £35,000 per annum
Sector: Corporate Finance / Professional Services
The Opportunity
Are you a detail-oriented professional with a background in banking or financial services? Do you thrive in a fast-paced environment where precision is everything? Our established accountancy firm, that has over 40 offices, is expanding its Corporate Finance team.
The Role
As a Deal Administrator, you will support our Partners and Managers by managing the administrative lifecycle of various financial transactions. Your day-to-day will involve:
- Transaction Support: Managing deal documentation, ensuring all contracts and financial schedules are accurate and filed correctly.
- Compliance & KYC: Conducting essential "Know Your Customer" and Anti-Money Laundering (AML) checks—where your banking background will truly shine.
- Liaison: Acting as a key point of contact for clients, solicitors, and lenders to gather missing information and provide status updates.
- Data Management: Maintaining our CRM and deal trackers with absolute precision.
- Project Coordination: Assisting in the preparation of pitch decks and completion files.
Who You Are
We are looking for someone who is "process-obsessed" and understands the high stakes of financial transactions.
Experience: Previous experience within Banking (Corporate, Retail, or Credit) is highly desirable. Alternatively, experience in a similar role within legal or professional services.
Skillset: You are a Microsoft Excel whiz and have a natural knack for spotting errors that others miss.
Mindset: You are professional, discreet, and able to manage multiple deadlines without breaking a sweat.
Location: You are within a commutable distance of Aldridge.
Assistant Relationship Manager in Aldridge employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Manager in Aldridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and financial services sectors. Let them know you're on the lookout for an Assistant Relationship Manager role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since it's a boutique accountancy firm. Be ready to discuss how your detail-oriented mindset and banking experience can help streamline their transaction processes.
✨Tip Number 3
Showcase your skills! If you’re a Microsoft Excel whiz, bring that up in conversations. Maybe even prepare a quick example of how you've used it to manage data or spot errors in past roles—this will definitely impress potential employers.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace Assistant Relationship Manager in Aldridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Relationship Manager role. Highlight your banking or financial services experience and any relevant skills that match the job description. We want to see how you can be the backbone of our transaction process!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your detail-oriented mindset makes you a perfect fit. Don’t forget to mention your knack for managing multiple deadlines—it's a big plus for us!
Showcase Your Skills: Be sure to highlight your Microsoft Excel skills and any experience with compliance and KYC checks. We love candidates who are process-obsessed, so let us know how you've excelled in similar environments before!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our expanding Corporate Finance team!
How to prepare for a job interview at Fintellect Recruitment
✨Know Your Stuff
Before the interview, brush up on your knowledge of banking and financial services. Understand the key processes involved in transaction management and compliance. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since the role requires precision, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in a financial document or ensuring compliance checks were thorough, these stories will highlight your suitability for the position.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you would handle specific situations related to transaction support and client liaison. Think about how you would manage tight deadlines or resolve discrepancies in documentation, and be ready to articulate your thought process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, the types of transactions you'll be handling, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the firm is the right fit for you.