M&A Data Analyst - #2196502

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced M&A Data Analyst.

This award winning business has built an excellent reputation for delivering holistic, independent financial advice, providing a whole of market advisory service across financial planning and wealth management.

Role Overview

The position supports the existing M&A and Integration team through the management, analysis and reporting of acquisition related data.

The role combines data analysis, stakeholder coordination, reporting and administrative support throughout the acquisition and integration life-cycle.

Responsibilities

• Maintain acquisition pipeline records and identify missing information or exceptions.
• Track integration progress and escalate risks or issues.
• Collect, organise and analyse data from acquisition targets and vendors.
• Prepare, manage letters, forms and other documentation.
• Perform data cleansing across multiple data sources.
• Manage relationships with internal and external stakeholders.
• Administer and maintain data rooms.
• Produce monthly reports, investigate variances and provide analysis to senior management.
• Novating client agreements

Key Requirements:

• Advanced Microsoft Excel skills.
• Experience creating and maintaining complex spreadsheets.
• Strong data analysis and data cleansing capabilities.

Key Skills & Experiences

• Ability to manage multiple projects simultaneously.
• Strong organisational and time-management skills.
• Excellent communication and stakeholder management abilities.
• High attention to detail, particularly when preparing business correspondence.
• Analytical mindset with proactive problem solving skills

About You

This role will suit an individual ideally with existing experience working in an acquisitional Financial Planning or Financial Services environment, who is looking to further develop their career within a highly respected national name within M&A.

You will ideally bring:

• Previous experiences within an IFA, Financial Planning or Wealth Management business
• Strong organisational skills and exceptional attention to detail
• Excellent communication and client service skills
• The ability to manage multiple priorities in a busy team environment
• Confidence using Microsoft Excel and other IT software/systems
• Good provider & platform knowledge
• Experience of novating client agreements, provider & platform knowledge
• Good working knowledge of Intelligent Office an advantage, but not essential

Benefits & Package

• Remote/Home Working
• 25 days holiday plus bank holidays
• Your birthday off
• Annual salary reviews
• Staff recognition and awards
• Study support for industry specific qualifications
• Clear career progression opportunities
• Additional holiday purchase scheme
• Life assurance
• Company pension
• Corporate eye-care cover
• Enhanced parental leave

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention.

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning industry.

Please apply to us here at Recruit Wealth for an immediate response.