At a Glance
- Tasks: Drive strategic growth through acquisitions and partnerships while providing commercial insights.
- Company: Join The Private Office, a leading independent financial planning firm in the UK.
- Benefits: Competitive salary, professional development, and exposure to senior stakeholders.
- Other info: Dynamic environment with opportunities for career advancement.
- Why this job: Shape the future of a high-growth firm and make impactful decisions.
- Qualifications: Bachelor's degree and 3-4 years in Corporate Development or related fields.
The predicted salary is between 49500 - 60500 £ per year.
As a Corporate Development Manager at The Private Office (TPO), you will play a key role in supporting the firm's strategic growth agenda through acquisitions, strategic investments, partnerships, and financial planning activities. Reporting into the Commercial Director, you will help identify, assess and execute inorganic growth opportunities whilst also providing robust commercial insights to support decision-making across the business. This is a highly visible role, sitting at the intersection of commercial strategy and M&A. The successful candidate will oversee financial analysis and due diligence on potential acquisitions, support integration activities, and lead a range of business intelligence initiatives including commercial analysis of TPO’s market-leading organic growth model, management reporting and long-term business planning. The role offers significant exposure to senior stakeholders and the opportunity to help shape the future growth of one of the UK's leading and highest growth independent financial planning firms.
Key Responsibilities
- Evaluate acquisition, partnership and strategic investment opportunities aligned to The Private Office's growth strategy.
- Support the Commercial Director in developing and maintaining relationships with M&A advisors, wealth management boutiques, founders and industry participants.
- Support the preparation of investment cases, acquisition papers and recommendations for senior management and shareholders.
- Lead financial analysis and valuation assessments of prospective acquisition targets.
- Act as a point of contact for external due diligence providers and advisors throughout transaction processes.
- Coordinate internal stakeholders across finance, HR, operations, compliance and leadership teams during deal execution and liaise with external legal advisers where appropriate.
- Support transaction negotiations, deal structuring and completion activities.
- Assist with post-acquisition integration planning, synergy tracking and performance monitoring.
- Monitor market developments across wealth management, financial planning and related professional services sectors.
Commercial Business Partner
- Provide financial and commercial insight to support strategic decision making and operational initiatives.
- Assist senior leadership in evaluating TPO’s organic growth engine and setting strategic priorities.
- Develop and enhance management reporting, KPI dashboards and board reporting packs.
- Produce financial models to support strategic decision-making, investment analysis and growth initiatives.
- Analyse business performance, identifying key trends, risks and opportunities.
- Analyse cash flow forecasting, profitability analysis and resource allocation decisions.
- Support long-range planning and scenario analysis to inform strategic priorities.
- Partner with business leaders to improve financial visibility and accountability across departments.
Qualifications & Experience
- High-quality Bachelor's degree or equivalent.
- ACA, ACCA, CIMA or equivalent professional qualification preferred.
- 3-4 years' post-qualification experience including Corporate Development, M&A, Transaction Services, Investment Banking, Corporate Finance, FP&A or a related field.
- Experience supporting or executing M&A transactions and due diligence processes.
- Strong financial modelling, forecasting and valuation capabilities.
- Strong commercial acumen with the ability to translate financial analysis into strategic recommendations.
- Advanced proficiency in Excel and financial modelling.
- Excellent communication and stakeholder management skills.
- Highly self-motivated with the ability to operate effectively in a dynamic, entrepreneurial environment.
Ideal Background
- We would be particularly interested in candidates currently working within Transaction Services or Deal Advisory teams at a Big Four or leading advisory firm.
- Corporate Development teams within financial services, wealth management, insurance or professional services organisations.
- Investment Banking, M&A Advisory or Corporate Finance roles.
- FP&A functions with significant exposure to commercial business partnering and strategic projects.
- Experience within wealth management, financial planning, asset management or broader financial services sectors would be advantageous but is not essential.
Corporate Development Manager in City of London employer: The Private Office
Join an award-winning team as a Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises professional growth and employee wellbeing. Enjoy a true hybrid working model, competitive benefits including a discretionary bonus scheme, private healthcare, and a commitment to your ongoing professional development. With a focus on quality and accuracy, you'll be part of a high-performing team dedicated to delivering exceptional client service in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Development Manager in City of London
✨Get Involved in Industry Events
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✨Engage in Professional Networks
Join professional management associations relevant to your career goals. These networks often host workshops, panels, and networking events that can put you in front of hiring managers. Plus, they can give you the scoop on upcoming roles, such as the full-time positions with companies like The Private Office.
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We think you need these skills to ace Corporate Development Manager in City of London
Some tips for your application 🫡
Show Us Your Leadership Skills:In the corporate leadership and management field, it's essential to highlight your leadership experience. Use your CV to flesh out examples of how you've led teams to success or managed significant projects. We want to see specific instances where your actions made a tangible difference in your previous roles!
Quantify Your Achievements:Numbers talk, especially in management! When detailing your achievements in your CV or cover letter, don’t just say you improved team performance. Instead, say you boosted productivity by 30% over six months through effective strategy implementation. This makes your application pop and shows us what you can bring to The Private Office.
Craft a Compelling Cover Letter:Your cover letter is your chance to narrate your professional journey. We’re looking for motivation and a clear understanding of what corporate leadership means to you. Dive into your aspirations and how they align with the values and vision of The Private Office. Make it personal – we want to get to know you!
Tailor Your CV for Management Roles:Ensure your CV reflects the management skills that are essential for this role. Focus on competencies like strategic planning, team building, and problem-solving. Use a clean layout, and don’t forget to align your experiences with those keywords mentioned in the job listing. This will help you stand out from the crowd!
How to prepare for a job interview at The Private Office
✨Showcase Your Leadership Style
You’ll want to thoroughly convey your unique approach to leadership. During the interview with The Private Office, be ready to share real-life examples of how you've inspired and motivated teams in the past. Think about specific achievements that illustrate your strategic thinking and your ability to drive results.
✨Brush Up on Management Theories
Expect some technical questions related to management theories and practices. Brush up on concepts like transformational leadership, servant leadership, or situational leadership. Be prepared to discuss how you would apply these theories to the role at The Private Office, especially in the specific context of the challenges they’re currently facing.
✨Craft Your Vision for the Company
Since this is a full-time leadership role, spending time thinking about your vision for The Private Office could really set you apart. Consider potential strategies for growth and how you would lead teams towards achieving them. This shows not just enthusiasm, but also strategic foresight that they’ll likely be looking for in a candidate.
✨Emphasise Team Dynamics and Culture
In corporate leadership, team dynamics and organisational culture are everything. Be ready to discuss how you've fostered a positive work environment in previous roles. Bring up examples of how you've managed diverse teams effectively—this will resonate well at The Private Office as they’re likely seeking a candidate who can enhance their workplace culture.
