Mergers and acquisitions Work, Jobs in Lightwater, Sry (with Salaries)

Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
9d
Business Development Manager
TGS —Weybridge
- Full-time
Legal Counsel
Servers.com —Guildford
- £85,000 - £100,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Bachelor's degree
- Annual leave
Quick apply
Senior Trade Compliance Manager, Export, EMEA
Eaton —Slough
- Bachelor's degree
- Leadership
Assistant General Counsel, EU Data Privacy
Honeywell —Bracknell
- Full-time
- Hybrid work
Chief Financial Officer
FWB —London
- Full-time
- Customer service
- Organisational skills
- IT
Technical Delivery Lead - Backend
Beyond Sports —Basingstoke
- £74,660 - £98,120 a year
- Full-time
- Hybrid work
- AWS
- Mentoring
- Leadership
Junior Legal Counsel
Subsea 7 —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
4d
Strategy and Corporate Development Director
Smith & Nephew —Watford
- Full-time
- Hybrid work
- Master's degree
- Business development
- Analysis skills
- Annual leave
- Employee discount
14d
Sr HR Manager - Capability development & strategic initiatives
Revvity —Seer Green
- Remote
- English
- Project management
- Presentation skills
8d
London office - Digital, Data and AI - Senior Associate - (M/F/D)
L.E.K. Consulting —London
- Data analysis skills
- AI
- Profit sharing
Senior Insurance Manager
Convatec —London
- Full-time
- Hybrid work
- Travel
- IT
HR Business Partner
IQVIA —Reading
- Microsoft Office
- Presentation skills
- Bachelor's degree
Quality System Specialist
Loftware, Inc. —Reading
- Hybrid work
- English
- Quality control
- Organisational skills
Quick apply
Senior Associate – Dispute Resolution
moorebarlow —Guildford
- Communication skills
- Annual leave
Systems Data Manager
Audley Group —Egham
- £45,000 a year
- Full-time
- Hybrid work
- Sales
- Data analysis skills
- Analysis skills
- Employee discount
Business Development Manager – Medical Affairs Solutions (IQVIA Pharma Review)
IQVIA —Reading
- Business development
- AI
- Communication skills
4d
Sr. International Tax Manager
Capital 38 —London
- £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Bachelor's degree
Quick apply
4d
Senior Counsel - Privacy, Data, AI and Cyber, Europe
Visa Europe Limited —London
- English
- AI
- Communication skills
9d
Associate – Contentious Trusts and Probate
moorebarlow —Guildford
- Communication skills
- Annual leave

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mergers and acquisitions jobs near lightwater, sry

Finance & M&A Assistant

Amber River SFIA
Maidenhead

Quick apply

Job details

Full-time
£28,000 - £30,000 a year
9 days ago

Benefits

Additional leave
Financial planning services
Annual leave
Company pension
Company events
Enhanced maternity leave

Qualifications

ACA
Administrative experience
Bachelor's degree
Financial services

Full job description

Purpose of the role

To aid the smooth transition of client onboarding through business merger and acquisition, including data integration and income reconciliation, with additional support to provide high-level administrative within the client services administration team.

Responsibilities

Ensure accurate client data records are imported and updated as businesses are integrated.
Bulk mailings to novating clients through acquisition.
Update plan information as received from providers.
Income reconciliation for onboarding firms.
Tracking acquired firms onboarding income to ensure targeted expectations are met in line with acquisition requirements.
See through bulk agency novation’s with providers, creating new records for anomalies identified in novation.
Creation of new agencies for ad hoc providers as part of acquisition integration including due diligence forms and declarations.
Assist with contract and licensing novation and cancellation for acquired businesses.
Undertake monthly provider income reconciliation ensuring EDI links and Universal Uploader maintained, fully utilised, failures investigated.
Oversight of e-services data feeds being maintained and anomalies identified and rectified.
Point of contact for client portal queries, user credential issues and password resets.
Update providers with correct servicing adviser information, maintaining platform administrator functions.
Investigate outstanding fees or income, ensuring Curo is accurately reflecting expected income.
Aid month end processes to meet company timescales.
Issuing and matching of client fee invoicing.
Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times.

Experience Required

Previous experience within an administrative or finance role - Essential.
A background in financial services - Preferred.

Who We Are

Here at Amber River SFIA we provide quality independent financial advice to our valued clients across the UK.

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Our advisers aim to build lasting relationships with clients and our support teams are an essential part of this journey. We assist clients in achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way. Our Maidenhead head office serves as a base for the administrative and technical departments that provide support to both advisers and clients. Our team is proud of the client relationships we've helped to build and maintain over the years.

What We Offer

Competitive salary
Generous annual leave entitlement
Company pension scheme to help you plan for the future
Regular company social events to build connection
Learning and development opportunities to accelerate your career growth

Applications
We are an equal opportunities employer and welcome applications from people of all backgrounds, identities, and experiences. If you need reasonable adjustments at any stage of the recruitment process, please let us know. Candidates are selected on merit based on skills, experience, and potential.

If you would like to join our friendly and supportive team, we'd love to hear from you.

Pay: £28,000.00-£30,000.00 per year

Benefits:

Additional leave
Company pension
Enhanced maternity leave
Financial planning services

Ability to commute/relocate:

Maidenhead SL6 8LT: reliably commute or plan to relocate before starting work (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

mergers and acquisitions jobs in lightwater, sry

Finance & M&A Assistant

Business Development Manager

Legal Counsel

Senior Trade Compliance Manager, Export, EMEA

Assistant General Counsel, EU Data Privacy

Chief Financial Officer

Technical Delivery Lead - Backend

Junior Legal Counsel

Strategy and Corporate Development Director

Sr HR Manager - Capability development & strategic initiatives

London office - Digital, Data and AI - Senior Associate - (M/F/D)

Senior Insurance Manager

HR Business Partner

Quality System Specialist

Senior Associate – Dispute Resolution

Systems Data Manager

Business Development Manager – Medical Affairs Solutions (IQVIA Pharma Review)

Sr. International Tax Manager

Senior Counsel - Privacy, Data, AI and Cyber, Europe

Associate – Contentious Trusts and Probate

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