Corporate Finance Executive/Assistant Manager

Company Description

About FRP

At FRP, we are a leading national business advisory firm based in the UK. With over 900 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value.

Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals.

Job Description

Job Title - Corporate Finance Executive/Assistant Manager

Location - Liverpool

Job Type - Permanent – Full Time – Onsite

Role overview

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

Key Responsibilities

Transaction Execution

Support the deal team in preparation of go-to-market collateral, including but not limited to:

Client Information Request List

Deal Timetable

Information Memorandum

Financial Databook & Model

Liaise with client as part of the preparation of the marketing materials

Support deal team in reviewing potential buyers and go to market outreach

Provide support during outreach and help manage resulting Q&A with potential buyer

Review potential offers and prepare transaction modelling and offer summaries as requested

Project Management during Due Diligence process:

Data room (‘VDR’) oversight and management

Organise calls and meetings

Provide status updates to both buyside and sellside

Support team in preparing Funds Flow and EV to Equity documents (Locked Box, Completion Accounts)

Support in stakeholder coordination (legal teams, DD teams, client teams) as part of due diligence processes

Act as a key point of call for client management teams in processes including information gathering and financial/data analysis

Pitch and Business Development Support

Support with production of pitch documents, including collating research on valuations, recent deals and potential buyers/targets

Assist senior team members with business development and other marketing activities

Be expected to grow your own network of corporate finance, legal, and other professionals.

Qualifications

Fully qualified accountant (ACA, ICAS, ACCA), with at least 3 years professional experience. A successful candidate must display a good understanding of M&A processes and concepts although post qualification and/or previous Corporate Finance or Transaction Services experience is not a mandatory requirement, although preferred.

Strong proficiency in Microsoft Office products including Excel, Word and PowerPoint.

Communication

Planning and organisation

Collaborative

Drive and determination

Self-development

Client Care

Business awareness

Additional Information

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.