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Mergers & Acquisitions Coordinator

Recruit Wealth are delighted to be representing one of our key national clients, who now seek to recruit a "Mergers & Acquisitions Coordinator"

Our client is a fast growing Financial & Wealth Management name, who are private equity backed for further expansion & acquisition. The successful candidate will report to the M&A Team Leader and assist with the administration for the group’s acquisition and integration strategy.

Responsibilities:

  • Supporting the Group M&A Team Leader in the logging and management of any new businessintroductions, identifying information gaps and exceptions and reporting this information.
  • Assisting with the collection, organisation and analysis of data from vendors and third parties.
  • Helping coordinate a number of simultaneous integration projects and communication streams withboth internal and external stakeholders, as well as third parties.
  • Liaising with providers, vendors and both internal and external stakeholders on the coordination andpreparation of letters, forms and other formal documentation.
  • Liaising with third parties to track and report integration progress and including proactiveidentification of exceptions and potential issues.
  • Liaising with third parties to raise queries by phone and by email

Key Requirements:

  • Previous experience working in the Financial Services industry is essential.
  • Highly skilled user of Microsoft Excel, capable of the creation and maintenance of often complex spreadsheets and the analysis of data.
  • A reliable person who has the ability to prioritise workloads and coordinate a number of
    simultaneous projects and communication streams.
  • Excellent organisational and multi-tasking abilities are essential.
  • Outstanding communication skills at all levels.
  • Ability to produce concise business correspondence; proofread of grammar, spelling, and punctuation with a high degree of accuracy.
  • Analytical and proactive problem-solving skills.
  • Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom.
  • Conduct research, collect and organise data and absorb information quickly to support the acquisition and integration process.
  • Flexibility/adaptability to cope with change.
  • Confident with other IT and office software packages including Teams, Outlook, Word, and PowerPoint.

Benefits of joining the business:

  • 25 days holiday plus bank holidays
  • Day off for your Birthday
  • Annual salary review
  • Staff awards
  • Study support for professional industry related exams
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare cover
  • Work from home

Please note, this is a home based opportunity with some very occasional travel required.

This is an exciting opportunity to join an M&A Team at "Coordinator" level to begin an exciting and rewarding career, gaining exposures to M&A, whilst working with a well-known, award winning national name who offer genuine careers.

Recruit Wealth have supported the business for many years, we hold them in high regard with their staff retention and reputation across the UK.

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


Location: Home Based | Salary: 28000 - 33000 per year | Job type: Permanent | Posted: 09/07/2025

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