Project Administrator (Acquisitions) - Hybrid, Cheltenham or London
About Attivo:
Attivo are Independent Lifestyle Financial Planners.
We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our?clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether you're a private client or?a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role:
As a Project Administrator (Acquisitions), you will play a vital role in supporting the deal-making process of our acquisitions. Your focus will be on ensuring that all aspects of the acquisition deals run smoothly, from the initial contact through to the final agreement. You will work closely with various stakeholders, coordinating meetings, managing documentation, and maintaining clear communication throughout the deal process.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham Head Office a minimum of 3 days per week, with occasional travel to our London office, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach. There may also be occasional travel to other Attivo offices.
About you:
You are highly organised and able to manage multiple tasks with a high level of accuracy. Your attention to detail and proactive approach ensure that all aspects of the acquisition are handled efficiently. You are confident in your ability to coordinate complex projects and communicate effectively with all levels of stakeholders.
You thrive in fast-paced environments and are comfortable working under pressure to meet tight deadlines. Your ability to foresee potential issues and address them promptly makes you an asset to the acquisition process. You are meticulous in managing documentation and are adept at ensuring that all necessary information is readily available and accurately maintained.
Key Responsibilities include:
- Coordinating and scheduling meetings with potential acquisition targets, brokers, and internal teams.
- Preparing and updating documentation, including due diligence RAG reports, Acquisition Committee Reports, and maintaining the Master Acquisition spreadsheet.
- Managing the electronic filing system for all documents, ensuring easy access, document control, and version management.
- Liaising with stakeholders to provide regular updates on deal progress and ensuring that all necessary actions are completed in a timely manner.
- Attending key meetings, taking accurate minutes, and ensuring that action points are effectively followed up and incorporated into documents.
- Assisting in the preparation of reports and presentations for the Head of Acquisitions and other senior team members.
Essential skills and experience
- Minimum 5 GCSEs graded A-B (6), including Maths and English or equivalent.
- Ability to work under pressure with a high level of accuracy.
- Excellent organisation skills.
- Proactive and able to use own initiative.
- Excellent written and verbal communication skills, with ability to communicate clearly and concisely with people at all levels across the business internally and externally.
- Strong, demonstrable administration and IT skills with intermediate proficiency in Microsoft packages and an advanced understanding of MS Outlook.
- Proactive and flexible; comfortable working in a dynamic business environment with constantly changing priorities.
- Meticulous attention to detail and accuracy and a highly conscientious approach to work
- Comfortable with meeting deadlines under pressure, when faced with high volume of work and multiple, conflicting priorities.
Desirable skills and experience
- Experience of Financial Services or M&A activities.
- Experience within a PA or EA role.
- Experience of Project Management software
- Educated to degree level in Business Management, Economics or Law.
Salary and benefits
Up to £32,000 depending on experience
Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Cash Plan
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. ???????
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