Corporate Finance Manager/Associate Director

• Job Title – Corporate Finance Manager/Associate Director
• Location - Liverpool
• Job Type - Permanent – Full Time

Role overview

We are seeking a highly motivated and detail-oriented Manager/AD to join our growing Corporate Finance team. The successful candidate will play a key role in driving deal execution, business development/origination activities and wider sector-specific activities. This is a hands-on role with direct exposure to clients, senior team members and live transactions from start to finish.

Client Work

• Working closely with a Partner or Director, lead the execution of transactions, focusing on driving the transaction timetable through ownership of specific areas of the deal
• General project management, leading the day the day-to-day transaction and directing the work of more junior members
• Accompany Partner or Directors to meetings with clients and leading discrete areas of work as required
• Preparing and reviewing business plans, information memorandum and financial forecasts - flagging issues for higher level review
• Building a rapport with clients, understanding their business and support in designing project plans aimed at achieving their ambitions and expectations
• Actively identify potential solutions to deal issues and raise with senior team members
• Coordinating the research of potential buyers and involvement in approaching potential buyers and managing the exchange of information
• Detailed understanding of the commercial deal structure and funds flows
• Coordinate compliance with risk management procedures and application of the firm's policies in relation to engagement terms and transaction documentation

Business Development

• Assist senior team members with business development and marketing activities
• Attend networking events and develop network of peers

Team Management

• Supervise, coach and develop junior members of staff within teams, on client premises and in the office
• Seek and action feedback from all levels
• Assist with general correspondence, administration (including billing) and ad hoc projects within the department

Risk & Quality

• Act with integrity at all times and comply with all required internal and external risk management procedures
• Ensure quality on all client deliverables,
• Awareness of and compliance with FCA Conduct rules
• Compliance with FRP Fit & Proper Persons test
• Ensure all appropriate take on and risk management processes, including AML, are followed on all client projects
• Seek out training on specific areas where feel required to refresh knowledge

• ACA / ACCA qualified

Experience

• Good experience in a corporate finance environment, including experience leading parts of transactions from either a lead advisory or transaction services perspective
• Some experience of a range of transaction types, including corporate sales and Private Equity deal structuring
• Commercial acumen to understand what contributes to a businesses success and what makes it attractive to investors or buyers.

Skills

• Strong numerical, financial and modelling skills based on a well-developed understanding of financial statements
• Proven ability to produce high quality professional documents for clients and internal use
• Client facing experience
• Strong numerical, analytical and strategic thinking skills

Our Values

• Straightforward: We provide clear, no-nonsense advice
• Confident: Our guidance is backed by expertise and evidence
• Pragmatic: We focus on practical solutions and tangible outcomes
• Real: We are professional yet approachable, understanding the challenges our clients face

Our Commitment to You and the Environment

At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.

We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services — regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.

Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.