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    • Experience providing financial planning or financial advice to clients.
    • An interest in working with HNW clients and more complex financial planning needs.
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • At least 1 year of experience in financial services administration, ideally supporting advisors.
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    • Previous experience of working in financial services.
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    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
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    • Proven track record within financial planning and wealth management.
    • Existing high quality client bank provided.
    • Maintain compliance with FCA standards.
    • Location:* York, office based Job type: Full time, employed Salary: £28,000 to £33,000 OTE.
    • This is not simply an entry-level job.
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    • Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.
    • O Death in service benefits.
    • Level 4 Diploma in financial planning and competent adviser status.
    • This Financial Adviser job suits an experienced adviser, financial planner or wealth adviser…

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M&A Operations - Manager - job post

Pwc UK
3.9 out of 5 stars
London SE1Hybrid work
Full-time

Location

London SE1Hybrid work

Full job description

About the role

The M&A Operations team consists of c.250 people who advise clients on the operational and strategic aspects of merger and acquisition (M&A) projects, acting as a strategic and trusted advisor to both Corporate and Private Equity clients on transactions ranging from £50 million to over £5 billion. M&A Operations is a market leading team that sits within PwC’s Strategy& Business Unit and provides a highly complex, fast paced, challenging yet rewarding environment for those who aspire to grow and develop in their careers.

M&A Operations utilises its deep experience to assist our clients across industry sectors as they navigate potential/actual M&A transactions and drive activities across all operational aspects of the transaction, pre and post completion. We are able to quickly assimilate the key operational issues, synergies, risks and upsides around a transaction, to deliver results. You are likely to work on a range of the different types of projects we support our clients with, which includes but is not limited to:

  • Buy and sell side operational due diligence
  • Value creation strategy and planning
  • Carve out and divestiture support
  • Integration support
  • Taking control and 100 day planning
  • Post deal performance improvement

The M&A Operations team is fast-growing and supportive, working on a wide range of client engagements across a wide range of sectors:

  • Consumer Markets
  • Industrials & Services
  • Technology, Media & Telecommunications
  • Energy, Utilities & Resources
  • Financial Services
  • Health Industries

We often work on high profile deals with top tier firms across the deals cycle, from pre-deal diligence, synergy development and separation planning through Day 1 and on into implementation support. We routinely collaborate with PwC’s wider Deals team practice (Strategy consulting and Financial Due Diligence) as part of our go to market.

We comprise both career-consultants and individuals with experience gained in industry and actively seek diversity of experience in our new team members.

What your days will look like:

  • Leading the Operations workstream on high-profile M&A transaction engagements
  • Managing and delivering large and small projects by developing the project team, assessing engagement risks throughout, driving conclusions, and reviewing / challenging the output produced by the team
  • Developing strategies to solve complex technical challenges
  • Proactively assisting in the management of a portfolio of clients
  • Training, coaching, and supervising staff
  • Being responsible for the financial management of clients
  • Leading business development activities to help identify and research opportunities on new/existing clients
  • Contributing to the development of your own and the team's technical skills

This role is for you if:

  • Background in either Consulting (with sector specific knowledge), or an operational/transformational role in a corporate. Candidates should have experience in the operational aspect of a transaction.
  • Excellent stakeholder management skills, with the ability to engage and communicate with senior business leaders.
  • Strong quantitative and written skills, able to build analysis and an evidence base to support a position, often in situations with imperfect or incomplete information.
  • Comfortable under pressure and managing through ambiguity to deliver tasks in an environment where there are many unknowns.
  • A healthy curiosity, coupled with a disciplined approach to understanding and solving problems.
  • Ability to quickly understand large amounts of information and draw out hypotheses and key messages.
  • Comfort around financial analysis and understanding of the drivers of financial information.

What you’ll receive from us:


No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

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