Join a leading national business advisory firm in Norwich as a Financial Advisory Executive.
You will support team members on financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects. This role involves managing your own workload, performing detailed financial analysis, and providing a key point of contact throughout engagements. You'll develop an understanding of when to seek help from senior team members, attend client meetings, and ensure compliance with regulations.
Key Responsibilities:
* Support financial due diligence, lender due diligence, independent business reviews, valuations, and financial modelling projects.
* Manage your own workload and keep team members informed of progress.
* Provide a point of contact for routine project issues.
* Attend client meetings and support client take-on and risk processes.
* Maintain client files and ensure compliance with policies.
* Support business development activities and networking.
Client Work:
1. Work closely with a Director or Manager on project execution.
2. Perform initial analysis of financial information and forecasting.
3. Prepare reports and financial models.
4. Identify potential issues and raise them with senior team members.
5. Accompany senior team members to client meetings and assist with preparation and follow-...