M&A Integration Administrator

Description

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.

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: GBP25,000.00-GBP30,000.00 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

Ad ID: 5416935099