M&A Integration Administrator

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: £25,000.00-£30,000.00 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