Corporate Finance (CFA) Operations Assistant

London, England, United Kingdom

12/20/2024

More than you expected

Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton.

Job Description:

NEW GROUND WON’T BREAK ITSELF.

Every day our teams help people in businesses and communities to do what is right and achieve their goals.

We are an award-winning and growing Corporate Finance Advisory team who provide advice to a wide range of clients, including large and mid-sized companies, shareholders, management teams and private equity on a variety of transactions including selling and buying businesses, through to raising debt and equity capital for growth.

We operate in a highly dynamic and fast-moving environment, managing multiple live transactions but also developing relationships with new business opportunities for both us and the broader firm.

We are seeking self-motivated candidates with a view to supporting their career development within this exciting service line embedded in a strong team culture.

We’re happy to talk flexible working and consider reduced hours and job shares, we’ll support you to balance your work and life.

As a member of the CFA team as Operations Assistant you will be provide efficient and reliable administrative support, assisting the teams in the processing of tasks to ensure smooth running of the day-to-day operation in respect of compliance and client related service delivery. If you enjoy working on a wide-reaching range of projects that will help businesses and communities flourish, you’ll fit right in.

A look into the role

As an Operations Assistant within our CFA team, you will:

• Be responsible for overall responsibility for the Client and Project journey for the CFA team, from client acceptance and take on, through to completion and knowledge capture stage.
• Act as primary point of contact for departmental queries regarding Appian Client Take On processes, including providing updates on progress made and timescales for completion
• Liaise with key stakeholders from the business, including Partners and Directors within and outside CFA, as well as Grant Thornton International firms
• Build a strong, day to day working relationship with the wider Ethics and Take on functions
• Escalate queries to the Operations team, or Ethics / Take on leads where required to ensure no delays to processes / progress
• Build relationships across the Firm as required to deliver role effectively
• Start new client acceptance and take on procedures whenever CFA pitches for new work
• Liaise with overseas and UK teams to clear conflicts
• Assist with completion of independence requirements and documentation
• Update and maintain the CRM system with active opportunities and confirmed wins
• Close down files accordingly, including initiating the relevant marketing processes
• Working with our Quality and Risk Management team leads to ensure the CFA team are aware of client take on related changes
• Set up, open and close client billing codes accordingly
  
  
  

Knowing you’re right for us

Joining us as a CFA Operations Assistant, the minimum criteria you’ll need is:

• Ability to use basic Microsoft tools e.g. Excel, PowerPoint, Word
  
  
  

Skills To Set You Apart

• Although not essential, previous administrative experience would be an advantage, as would experience with InterAction and Appian
  
  
  

Knowing we’re right for you

The culture at Grant Thornton is what sets us apart, we’re known for our inclusive culture and creating environments where all our people can flourish. The things that set you apart, we value them, and this helps us all to perform at our best.

Our values are the unwavering principles that shape our daily behaviours and decisions, alongside our drive to do the right thing. We’re looking for people who align with our values and are purposefully driven, actively curious and candid but kind. You can learn more about our values in practice here.

It’s not just about our culture and values, in addition to a competitive salary and reward package, us you’ll also get:

• Tailored development programmes and access to coaching
• Flexible bank holidays – allowing you to celebrate the days that are important to you
• Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits
• Any benefits giving you access to shopping discounts, gym memberships, financial advice
  
  
  

And more. Visit our benefits section to read more.

How We Work

We have a trust-based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Our how we work framework gives flexibility in where, how, and when we work to deliver the best results for our clients, whilst helping you keep a balance between work and life. Life is more than work, the things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles. That is how it should be.

We’re looking for people who can help drive the business forward, who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what’s right, for the firm, our clients, our people and themselves. It’s how it should be.