At a Glance
- Tasks: Join a dynamic team to support live deal execution and business development activities.
- Company: FRP Advisory, a forward-thinking firm in Cardiff with a focus on sustainability.
- Benefits: Competitive salary, career growth opportunities, and a commitment to employee development.
- Other info: Inclusive culture with a focus on sustainability and long-term relationships.
- Why this job: Gain hands-on experience in corporate finance and make a real impact on client success.
- Qualifications: Qualified accountant with strong Microsoft Office skills and a passion for finance.
The predicted salary is between 36000 - 60000 £ per year.
Overview
This role is based in Cardiff and is permanent – full time – onsite.
Role overview
We are seeking a highly motivated and detail-oriented Executive to join our growing team. The successful candidate will play a key part in live deal execution, business development/origination activities and wider sector-specific research. This is a hands-on role with direct exposure to clients, senior team members and live transactions from start to finish.
Key Responsibilities
- Support the deal team in preparation of go-to-market collateral, including but not limited to:
- Client Information Request List
- Deal Timetable
- Information Memorandum
- Liaise with client as part of the preparation of the marketing materials
- Support deal team in reviewing potential buyers and go to market outreach
- Provide support during outreach and help manage resulting Q&A with potential buyer
- Review potential offers and prepare transaction modelling and offer summaries as requested
- Data room (VDR) oversight and management
- Organise calls and meetings
- Provide status updates to both buyside and sellside
- Support team in preparing Funds Flow and EV to Equity documents (Locked Box, Completion Accounts)
- Support in stakeholder coordination (legal teams, DD teams, client teams) as part of due diligence processes
- Act as a key point of contact for client management teams in processes including information gathering and financial/data analysis
Pitch and Business Development Support
- Support with production of pitch documents, including collating research on valuations, recent deals and potential buyers/targets
- Assist senior team members with business development and other marketing activities
- Be expected to grow your own network of corporate finance, legal, and other professionals
Qualifications
- Fully qualified accountant (ACA, ICAS, ACCA), with at least 3 years professional experience.
- A successful candidate must display a good understanding of M&A processes and concepts although post qualification and/or previous Corporate Finance or Transaction Services experience is not a mandatory requirement, although preferred.
- Strong proficiency in Microsoft Office products including Excel, Word and PowerPoint.
Skills
- Communication
- Planning and organisation
- Drive and determination
- Self-development
- Client Care
- Business awareness
Our Values
- Straightforward: We provide clear, no-nonsense advice.
- Confident: Our guidance is backed by expertise and evidence.
- Pragmatic: We focus on practical solutions and tangible outcomes.
- Real: We are professional yet approachable, understanding the challenges our clients face.
Our Commitment to You and the Environment
At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.
We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people.
Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.
We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.
Corporate Finance Executive/Assistant Manager in Cardiff employer: FRP Advisory
At FRP Advisory, we pride ourselves on being an excellent employer, offering a dynamic work environment in Cardiff where our Corporate Finance Executive/Assistant Manager can thrive. Our commitment to employee growth is reflected in our comprehensive learning and development programmes, fostering a culture of inclusivity and sustainability that empowers our team members to reach their full potential while making a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Finance Executive/Assistant Manager in Cardiff
✨Tip Number 1
Network like a pro! Get out there and connect with people in the corporate finance scene. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for a chat. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its recent deals. Show that you’re not just another candidate; demonstrate your knowledge of their work and how you can contribute. Tailor your responses to highlight your skills in M&A processes and client management.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience with financial analysis and deal execution clearly and concisely.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications from motivated candidates who are eager to join our team. Make sure your CV and cover letter reflect your passion for corporate finance and your commitment to sustainability.
We think you need these skills to ace Corporate Finance Executive/Assistant Manager in Cardiff
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Finance Executive/Assistant Manager role. Highlight relevant experience, especially in M&A processes and client management, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about corporate finance and how your skills align with our values. Be straightforward and confident in showcasing your motivation to join FRP Advisory.
Showcase Your Skills:Don’t forget to highlight your proficiency in Microsoft Office, especially Excel, as it’s crucial for this role. We want to see how you can use these tools to support deal execution and business development.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at FRP Advisory
✨Know Your Numbers
As a Corporate Finance Executive, you'll need to demonstrate your understanding of financial concepts and M&A processes. Brush up on key metrics, valuation methods, and recent market trends. Being able to discuss these confidently will show that you're not just familiar with the theory but can apply it practically.
✨Prepare Your Pitch
Since you'll be involved in business development and pitch document preparation, practice how you would present your ideas. Think about how to articulate your value proposition clearly and concisely. Tailor your pitch to reflect the straightforward and pragmatic values of the company.
✨Showcase Your Communication Skills
Effective communication is crucial in this role, especially when liaising with clients and stakeholders. Prepare examples of how you've successfully managed client relationships or resolved conflicts in the past. This will highlight your ability to maintain professionalism while being approachable.
✨Demonstrate Your Team Spirit
This position requires collaboration with various teams, so be ready to discuss your experience working in a team environment. Share specific instances where you supported your colleagues or contributed to a successful project. Emphasise your drive and determination to help the team succeed.
