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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading M&A, refinancing, and advisory engagements while managing client relationships and delivering high-quality financial models and reports. Proven ability to mentor junior team members and contribute to business development initiatives within the Financial Advisory practice.
Highest-signal resume keywords
ACA CertificationFinancial ModellingClient Relationship ManagementTeam LeadershipDebt Advisory
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModellingValuationBusiness PlanningTransaction StructuringDue DiligenceAnalytical SkillsCommercial SkillsProject ManagementAdvisory ServicesRestructuring
Soft Skills
Communication SkillsCollaborationCoachingProactive ApproachAmbition
Certifications & Qualifications
ACAACCA
Industry Keywords
M&AFinancial AdvisoryTransaction ServicesDebt AdvisorySpecial SituationsTurnaroundIndependent Business ReviewsLender AdvisoryStrategic AssessmentsClient Deliverables
About the role
Key responsibilities & impact- Lead M&A, refinancing, and advisory engagements from inception through to successful completion.
- Manage day-to-day client relationships, acting as a key point of contact throughout engagements.
- Oversee the preparation and review of complex financial models, valuations, business plans, and transaction structures.
- Lead debt advisory assignments, assessing funding requirements, financing options, and lender solutions.
- Manage independent business reviews, strategic assessments, and lender advisory engagements.
- Review and present high-quality client deliverables, including information memoranda, board papers, presentations, and reports.
- Coordinate due diligence processes and transaction workstreams, ensuring projects are delivered on time and to a high standard.
- Lead buy-side and sell-side mandates across a range of sectors and transaction sizes.
- Support Directors and Partners with business development initiatives, networking, pitches, proposals, and relationship management.
- Identify opportunities to expand existing client relationships and generate new business opportunities.
- Manage, coach, and develop junior team members, providing technical guidance and support.
- Contribute to the ongoing growth and development of the Financial Advisory practice.
- Join the growing Financial Advisory team and deliver advisory services across Special Situations M&A, Board Advisory, Transaction Services, Debt & Capital Advisory, and Lender Advisory.
- Work closely with Directors and Partners to support clients, lenders, investors, and management teams through complex transactions, strategic decision-making, and periods of business change.
Requirements
What you’ll need- ACA, ACCA or equivalent professional qualification.
- Currently operating at Assistant Manager or Manager level within a professional services environment.
- Strong experience within IBR, Turnaround, Financial Advisory, Transaction Services, Debt Advisory, Restructuring, Special Situations or a related field.
- Proven experience leading client engagements and managing multiple projects simultaneously.
- Strong financial modelling, analytical, and commercial skills.
- Experience managing and developing client relationships with senior stakeholders.
- Demonstrable ability to lead teams, delegate effectively, and mentor junior colleagues.
- Commercially aware with a proactive approach to identifying opportunities and delivering value to clients.
- Excellent written and verbal communication skills.
- A collaborative team player with the ambition to help grow a market-leading advisory practice
Benefits
Comp & perks- Company pension
- Cycle to work scheme
- 26 days’ holiday (plus bank holidays)
- Option to Buy Holidays
- Professional Qualification Support
- Car Allowance
- Private Medical Insurance + Annual Assessment
- Enhanced maternity and paternity leave
- Employee discount scheme (Gym, Retailers etc)
- Social events throughout the year
- Health & Wellbeing programme
- Paid volunteer time
- 24/7 Access to virtual GP + Mental Health Support