About this role
Role overview
The Financial Advisory Manager will manage financial due diligence, lender due diligence, independent business reviews, short term cashflow reviews, options reports and Employer Covenant reviews. This role involves managing your own workload, managing other members of the team, maintaining day to day communication with the client, performing detailed financial analysis, and preparing reports with minimal review points.
The Financial Advisory team in Bristol works closely with the Restructuring Advisory team, on occasions. Experience of previously working in a Restructuring environment will be beneficial, or otherwise a strong willingness to gain experience and work with the Restructuring team as may be required.
Key Responsibilities
Determine project scope and resource requirements, attend initial client meetingsManage risk issues on all assignments and apply the firm's policy in relation to engagement termsProject manage projects, leading day-to-day communication with clients/targetsBuild rapport with clients/targets, understanding their business and expectations for future opportunitiesContribute to key areas in client meetingsPerform detailed analysis of historical information and challenge assumptions in financial forecastsReview other financial forecasting such as daily/weekly cash flowsPrepare reports to present and comment on analysis, including financial due diligence, lender due diligence, independent business reviews, short term cashflow reviews, options reports and Employer Covenant reviews. Take responsibility for agreed areas of origination and business developmentResearch and prepare for new opportunities and proposalsWork closely with partners and colleagues on business development, including networkingClient Work
Lead the execution of projects on a day-to-day basis, focusing on meeting timelinesUndertake initial analysis of historical and forecast financial informationIdentify potential issues and raise them with senior team membersPrepare or review reports and financial modelsManage projects, assist senior team members, and direct junior members' workDevelop experience in a range of transactions in an Advisory environmentLead on client take-on and risk processes, ensuring compliance with regulations and FRP policiesAccompany senior team members to client meetings and lead discrete areas as required and/or lead smaller projects from start-to-finishBusiness Development
Attend networking events and develop a network of peersAssist senior team members with business development and marketing activitiesLead the production of proposalsIdentify potential clients and angles of approachTeam Management
Supervise, coach, and develop junior team membersSeek and act upon feedback from all levelsAssist with general correspondence, administration (including billing), and ad hoc projects within the departmentRisk & Quality
Act with integrity and comply with all required internal and external risk management proceduresEnsure quality on all client deliverablesUndertake regular CPD in line with ACA/ACCA requirementsSeek training on specific areas to refresh knowledgeCompliance with FRP Fit & Proper Persons testFollow all appropriate take-on and risk management processes, including AML, on all client projects Good experience in financial analysis and data/model interrogationExperience in an Advisory/Restructuring/Corporate Finance environment, with a good understanding of distressed Advisory and M&A transactionsExperience working with lenders and/or clients on debt transactionsACA/ACCA – preferably at least 3 years post qualifiedStrong Excel skills for data/model interrogation and financial analysisStrong numerical and financial skillsProven ability to produce high-quality professional documentsClient-facing experienceExcellent report writing skillsAbility to identify problems and develop solutionsComfortable discussing financially related commercial issuesAbility to work on multiple projects simultaneously to demanding timetablesEnthusiastic with interpersonal skills to build internal and external relationships Our Values
Straightforward: We provide clear, no-nonsense adviceConfident: Our guidance is backed by expertise and evidencePragmatic: We focus on practical solutions and tangible outcomesReal: We are professional yet approachable, understanding the challenges our clients faceOur Commitment to You and the Environment
At FRP Advisory Group, 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.