M&A Integration Administrator

1 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
Apply
Location:
Portishead
Salary:
£30,000
Job Type:
FullTime
Category:
Education And Training

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