Clifton Asset Management Ltd is looking for an M&A Integration Administrator to join the acquisition team. The successful candidate will be organised, proactive and hard working with experience working in the financial services or M&A industry, having a desire to progress in their career and add value to a rapidly growing business.
Job Description
- Administration team working on integration of newly acquired businesses into the Clifton business
- Ensure back office CRM system is updated in real time to a high level of data accuracy
- Data migration on completion of an acquisition including data cleansing and use of the existing back office system as required
- Asset migration modelling to inform the likely migration of assets to the Clifton Centralised Investment Proposition
- Preparation of asset migration packs to move clients to the Clifton Centralised Investment Proposition following an acquisition
- Use of the Morgan Lloyd Invest platform in order to create asset migration packs
- Use of third party product provider systems to create asset migration packs
- Liaison with advisers about asset migration including sending out weekly monitoring dashboard to track progress
- Monitoring of client resignations from acquisitions throughout the earn out period
- Build good relationships with advisers to assist with a smooth integration process
- Liaison with internal departments regarding integration of acquired businesses
- Contribute to ongoing improvement of M&A integration processes and procedures
Desired Skills and Expertise
- Minimum of 2 years’ experience in the financial services sector
- Good understanding of acquisitions within the financial services sector
- Excellent communication style both written and verbally
- Excellent prioritisation and organisation skills with the ability to work to deadlines
- Good numerical skills with an eye for deal
- Excellent skills on all Microsoft packages including Excel, Word, Outlook, Powerpoint
- Good analytical and problem-solving skills
- Able to work under pressure
- Able to communicate with internal departments
- Comfortable working in a dynamic environment with ongoing acquisitions and integrations
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
Experience:
- financial services: 2 years (required)
Work Location: Hybrid remote in Bristol BS20 0DD
