M&A Integration Administrator

3 Days Old

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.
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. *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 Application deadline: 31/08/2025 Reference ID: M&A Administrator Expected start date: 01/10/2025
Location:
Bristol
Salary:
£25,000
Job Type:
FullTime
Category:
Education And Training