Project Coordinator & Administrator - Mergers & Acquisitions
Location | Wilmslow & Hybrid
Salary | Up to 38,000
NJR Recruitment are working in Partnership with a newly established national Independent Financial Adviser consolidator who are part of a well-known Financial Services Consultancy & Investment Management Firm. A new and exciting opportunity is available for an experienced & highly organised Administrator to take on the role of 'Project Coordinator'.
Our client's mission is to build one of the UK's leading Independent Financial Planning businesses, uniting high-quality advisory businesses within a unified, well-resourced structure, promoting adviser support, holistic financial planning, outstanding client outcomes, and enduring client value. They have made its first acquisition of a South-East based IFA firm with £1.1 billion of assets under advice, with a strong pipeline of future acquisitions, and are now entering a rapid growth phase. Due to this, they are building their M&A team, with the appointment of an M&A Project Coordinator. This is a rare opportunity to join at the early stages of a Private Equity-backed business, working directly with an experienced senior leadership team, and materially contribute in building a best-in-class M&A corporate finance team.
Reporting directly into the Managing Director (Mergers & Acquisitions) the successful candidate will be responsible for -
" We are seeking an organised and proactive M&A Project Coordinator to support our Managing Director in the execution of acquisitions
" You will play a key role in ensuring deals progress smoothly through diligence, documentation, and approvals, right up to legal completion
" Maintain and update the acquisition pipeline and deal status tracker
" Coordinate due diligence processes: collating requests, managing data rooms, chasing responses
" Schedule meetings with third parties and prepare and distribute meeting packs, agendas, minutes, and follow-ups
" Work with third party providers and assist in drafting and version-controlling transaction documentation and checklists
" Track conditions precedent and pre-completion milestones
" Liaise with internal teams (finance, compliance, legal, HR, IT) for inputs
" Support vendor engagement, NDAs, and Q&A logs
" Coordinate signing/closing logistics, ensuring correct execution of documents.
" Uphold confidentiality and secure handling of sensitive data
Candidates applying for the role should have 2-5 years' experience working in a Financial Services capacity, whether for an IFA Firm, a Bank or a Product Provider. Strong organisational and project management skills are essential. You will be an excellent communication and will ideally offer experience of liaising at stakeholder management level. A high attention to detail, discretion and first-class communication skills are essential.
PLEASE NOTE - Due to the volume of applications we receive, if you haven't heard from us within 48 hours please assume that your application has been unsuccessful.
Candidates will be proficient in Excel, PowerPoint, and document management systems, and should be familiar with due diligence processes and transaction documentation.
NJR16151
