At a Glance
- Tasks: Manage financial due diligence projects and lead client communications.
- Company: Dynamic financial advisory firm based in London.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Other info: Opportunities for networking and professional growth in a collaborative setting.
- Why this job: Join a fast-paced team and make a real impact in financial advisory.
- Qualifications: 3+ years in finance, strong analytical skills, and client-facing experience.
The predicted salary is between 55000 - 65000 £ per year.
The Financial Advisory Manager will manage financial due diligence projects for both buy-side and sell-side mandates. This role involves managing your own workload, managing other members of the team, maintaining day to day communication with the client, performing detailed financial analysis, and preparing reports with minimal review points.
Key Responsibilities
- Determine project scope and resource requirements, attend initial client meetings.
- Manage risk issues on all assignments and apply the firm's policy in relation to engagement terms.
- Project manage due diligence and transaction services projects, leading day-to-day communication with clients/targets.
- Build rapport with clients/targets, understanding their business and expectations for future opportunities.
- Contribute to key areas in client meetings.
- Perform detailed analysis of historical information and challenge assumptions in financial forecasts.
- Prepare reports to present and comment on analysis.
- Manage research on valuations, working closely with the Research team.
- Take responsibility for agreed areas of origination and business development.
- Research and prepare for new opportunities and proposals.
- Work closely with partners and colleagues on business development, including networking.
Client Work
- Lead the execution of projects on a day-to-day basis, focusing on meeting timelines.
- Undertake initial analysis of historical and forecast financial information.
- Identify potential issues and raise them with senior team members.
- Prepare or review reports and financial models.
- Manage projects, assist senior team members, and direct junior members' work.
- Develop experience in a range of transactions in a corporate finance environment.
- Lead on client take-on and risk processes, ensuring compliance with regulations and FRP policies.
- Accompany senior team members to client meetings and lead discrete areas as required.
Business Development
- Attend networking events and develop a network of peers.
- Assist senior team members with business development and marketing activities.
- Lead the production of proposals.
- Identify potential clients and angles of approach.
Team Management
- Supervise, coach, and develop junior team members.
- Seek and act upon feedback from all levels.
- Assist with general correspondence, administration (including billing), and ad hoc projects within the department.
Risk & Quality
- Act with integrity and comply with all required internal and external risk management procedures.
- Ensure quality on all client deliverables.
- Undertake regular CPD in line with ACA/ACCA requirements.
- Seek training on specific areas to refresh knowledge.
- Compliance with FRP Fit & Proper Persons test.
- Follow all appropriate take-on and risk management processes, including AML, on all client projects.
Qualifications
- Good experience in financial analysis and data/model interrogation.
- Experience of at least 3 years in transactions and/or in a corporate finance environment.
- Desirable to have experience working with lenders and/or clients on debt transactions.
- ACA/ACCA - preferably at least 3 years post qualified.
- Strong Excel skills for data/model interrogation.
- Strong numerical and financial skills.
- Proven ability to produce high-quality professional documents.
- Client-facing experience.
- Excellent report writing skills.
- Ability to identify problems and develop solutions.
- Comfortable discussing financially related commercial issues.
- Ability to work on multiple projects simultaneously to demanding timetables.
- Enthusiastic with interpersonal skills to build internal and external relationships.
Equal Opportunities
We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services - regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.
Manager - Transaction Services in London employer: FRP Advisory
As a leading financial advisory firm located in the heart of London, we pride ourselves on fostering a dynamic work culture that encourages professional growth and collaboration. Our employees benefit from comprehensive training programmes, mentorship opportunities, and a commitment to maintaining a diverse and inclusive workplace. Join us to engage in meaningful projects that challenge your skills while working alongside industry experts in a vibrant city known for its financial prowess.
StudySmarter Expert Advice🤫
We think this is how you could land Manager - Transaction Services in London
✨Tip Number 1
Networking is key! Get out there and attend industry events or meet-ups. It's a great way to connect with potential employers and show them your enthusiasm for the role.
✨Tip Number 2
Don’t underestimate the power of a good follow-up. After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows your professionalism.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or mentors. This will help you articulate your experience and skills confidently.
✨Tip Number 4
Remember to apply through our website! We love seeing applications directly from candidates who are keen on joining us. It shows initiative and interest in our company.
We think you need these skills to ace Manager - Transaction Services in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Manager - Transaction Services role. Highlight your financial analysis experience and any relevant projects you've managed to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advisory and how your background aligns with our needs. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Client Management Skills:Since this role involves a lot of client interaction, make sure to highlight any previous experience you have in managing client relationships. Share examples of how you've built rapport and handled client expectations effectively.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to our hiring team!
How to prepare for a job interview at FRP Advisory
✨Know Your Financial Stuff
Brush up on your financial analysis skills and be ready to discuss your experience with due diligence projects. Make sure you can explain complex financial concepts clearly, as this role requires strong numerical skills and the ability to challenge assumptions.
✨Showcase Your Project Management Skills
Prepare examples of how you've successfully managed projects in the past. Be ready to talk about how you handled timelines, client communication, and team management. This will demonstrate your ability to lead day-to-day operations effectively.
✨Build Rapport with Clients
Think about how you can connect with clients during the interview. Share experiences where you’ve built strong relationships or understood client needs. This role involves a lot of client interaction, so showing your interpersonal skills is key.
✨Be Ready for Business Development Talk
Since this position involves business development, come prepared with ideas on how to identify potential clients and opportunities. Discuss any networking events you've attended and how you’ve contributed to marketing activities in previous roles.
