We are recruiting a Acquisitions Associate.

Reports to:

Acquisitions Director



Hours of work:

35 hours each week

SMCR Function:

This is a conduct role

Purpose of role:

The Acquisitions Associate will support the M&A Director to identify, consider, evaluate and recommend potential acquisition opportunities for Ascot Lloyd, an active consolidator of UK IFAs.  The individual will assist in the successful delivery of all aspects of the acquisition life cycle across the business.  This role is important to the future strategy for the business and will provide good exposure to Ascot Lloyd senior leadership.

Key Responsibilities

  • Assisting with the research, initial assessment, valuation, due diligence, and integration of potential acquisitions
  • Maintain the acquisitions deal pipeline andensure potential deals are moving through offer stages in a timely manner
  • Maintain pipeline management information and deliver quarterly board reporting on progress and current status
  • Organise and attendmeetings with prospective acquisitions, note taking and proactively following up on actions
  • Analyse and challenge financial data of potential acquisitions and responsibility for initial valuation
  • Maintain a best in sector acquisition financial model with continuous improvement from lessons learned
  • Liaise and maintain good relationships with external brokers and potential acquisition prospects
  • Assist with acquisition due diligence information gathering and document findings in due diligence reports
  • Build and maintain relationships with internal stakeholders

SM&CR Responsibilities

As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.

Individual Conduct Rules

  1. You must act with integrity
  2. You must act with due care, skill and diligence
  3. You must be open and co-operative with the FCA, PRA and other regulators
  4. You must pay due regard to the interests of customers and treat them fairly
  5. You must observe proper standards of market conduct

Experience & Skills Required

  • Ability to work effectively in a collaborative team environment whilst being able to proactively drive responsibilities with limited guidance
  • Strategic, commercial mindset – ability to evaluate big picture in addition to digging into the detail
  • Can make effective decisions through the analysis of information and deal analysis, negotiation and execution
  • Flexible, open and welcoming to change, work in a constantly evolving environment, have an executive presence, proactive, can-do attitude
  • Consulting skills including the ability to influence others, develop/maintain good working relationships and deliver results in a timely manner
  • Ability to manage multiple priorities and remain flexible in an environment of changing priorities and demanding deadlines
  • Excellent interpersonal skills and able to communicate effectively with Ascot Lloyd internal stakeholders and potential acquisitions (both written and verbally)
  • Self motivated professional able to drive and ability to plan, prioritise and manage workloads
  • Confidence to act professionally with external parties and internal stakeholders
  • Ability to follow processes and procedures in a compliant manner
  • Excellent Microsoft Office skills including advanced Excel skills (V lookup and pivot tables)
  • Client confidentiality
  • At least 12 months of working in an office environment
  • Attention to detail, inquisitive
  • Understanding of wealth management sector would be helpful

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