Finance Acquisition Senior Administrator - AFH Wealth Management : Job Details

Finance AcquisitionSenior Administrator

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We have an exciting opportunity to join our existing Finance Acquisitions team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

As a Finance AcquisitionSenior Administrator, you will perform a range of tasks within the Finance Acquisitions Team to ensure that any Company Acquisitions are integrated smoothly into the business and monitored effectively post completion, to protect the Company’s return on investment and the Vendors deferred consideration. The role also includes the validation and monitoring of income for Adviser client sales and the co-ordination of the related Vendor/Purchaser contracts

Key Responsibilities as our Finance Acquisition Senior Administrator will include:

• Collation/Review of documentation supplied as part of Due Diligence (DD) process
• Preparation of financial due diligence for potential Acquisitions for review 
• Monthly analysis of acquisition income for comparison against due diligence 
• Monitoring / review of existing Acquisition bank account, to ensure all post completion income remitted to AFH 
• Liaison with Integration team re transfer of Acquisition client income following completion
• Analysis of Acquisition income post completion identifying anomalies trends and income tracking against target
• Liaison with Product Providers post completion 
• Review, produce and monitoring of Acquisition income for earnout period 
• Preparation of Acquisition deferred consideration reconciliations for review by Supervisor/Manager

What we are looking for in our idealFinance Acquisition Senior Administrator:

• Finance experience will be an advantage in this role
• Must be numerate and accuracy is essential 
• Excellent knowledge of Microsoft Excel including working knowledge of lookup/pivot tables/index match
• Excellent knowledge of Microsoft Word and Outlook 
• Analysing, interpreting and organising data
• Must have an eye for detail and accuracy
• Excellent planning and organisation skills
• Excellent interpersonal and communication 
• Ability to gain a detailed understanding of internal systems and processes
• Able to work as part of a team, or if required, under on own initiative

Benefits of working for AFH:

• Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation.
• Contributory pension scheme, and death-in-service benefit
• Competitive salary and annual discretionary bonus, following one year’s service.
• Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies.
• Flexible working options and competitive holiday allowance, with annual buy and sell scheme options.
• Enhanced Maternity, adoptive and paternity pay
• Loyalty bonus and additional holiday days, based on length of service.
• Employee referral bonus scheme
• Social events

With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you are interested in becoming a part of our growing community as our Finance Acquisitions Senior Administrator, get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you!