At a Glance
- Tasks: Manage financial due diligence projects and lead client communications.
- Company: Dynamic financial advisory firm based in London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunities for networking and career 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 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 commitment to employee development is evident through tailored training programmes and opportunities for networking within the industry, ensuring that our team members are well-equipped to excel in their roles. With a focus on integrity and quality, we offer a supportive environment where every individual can thrive and contribute to meaningful projects that shape the future of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Manager - Transaction Services
✨Tip Number 1
Networking is key! Get out there and attend industry events or meet-ups. We can’t stress enough how important it is to build relationships with peers and potential clients. You never know who might have the inside scoop on a job opportunity!
✨Tip Number 2
When you land that interview, be prepared to showcase your financial analysis skills. Bring examples of your work, like reports or models you've created. We want to see how you tackle complex problems and present your findings clearly.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Finally, 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 Manager - Transaction Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Manager - Transaction Services role. Highlight your experience in financial analysis and project management, and don’t forget to showcase your client-facing skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects you've managed and how they relate to the responsibilities listed in the job description. We love seeing your personality come through!
Showcase Your Achievements:When detailing your experience, focus on your achievements rather than just listing duties. Use numbers and examples to demonstrate how you've successfully managed projects or improved processes. This helps us understand the impact you've made in previous roles.
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’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter family!
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. Be prepared to explain how you've managed financial models and reports in the past, as this will show your expertise in the field.
✨Showcase Your Project Management Skills
Since this role involves managing multiple projects, highlight your project management experience. Share specific examples of how you've led teams, communicated with clients, and met tight deadlines to demonstrate your ability to juggle responsibilities effectively.
✨Build Rapport with the Interviewers
Remember, it's not just about your qualifications; it's also about how well you connect with the interviewers. Be personable, ask insightful questions about their business, and show genuine interest in their work to create a positive impression.
✨Prepare for Client-Facing Scenarios
As this role requires client interaction, think of scenarios where you've successfully navigated client relationships. Prepare to discuss how you've handled challenging situations or provided exceptional service, as this will showcase your interpersonal skills.
