Business Review & Advisory Executive (Newly Qualified)

This role will be based in the London West End office for an initial 3 month period, and will then be based in the Worthing office

Main duties and responsibilities:

• To assist Partners in the preparation of Independent Business Reviews (IBR’s), pre-lend reviews and Independent Solvency Reviews (ISR’s)
• Preparation of reports and letters to Banks, stakeholders and other third parties
• Analysis of financial information of clients to enable a concise written synopsis of the clients financial position
• Preparation of short term and long term financial forecasts
• To assist the members of the Business Review team whilst on site with clients in their meetings and dealings with directors and their staff
• Completion of all delegated tasks and formalities in accordance with set deadlines
• Ensuring tasks are completed in a pro-active and cost effective way
• Taking personal responsibility for all allocated tasks and ensuring they are completed in a timely and professional manner
• Monitoring of work undertaken to ensure fees are kept at a level agreed with clients

Technical/Development:

• Self development, to enhance technical knowledge and to keep abreast of industry developments / new case law as it arises
• Attend developmental courses and attain professional qualifications.

Other:

• Providing support to Partners, Managers and other staff in the Business Review Team
• Attend internal/external marketing events as required
• Act professionally at all times and adhere to office dress code
• Arrive punctually for work and maintain good time-keeping
• Work overtime as and when required to meet the demands of the job
• To assist with general administrative duties, as necessary, and do all that is reasonably required to maintain the efficient running of the office

Key skills and knowledge:

• Prioritises and manages own workload
• Regularly reviews deadlines and workload to focus and reprioritise as necessary
• Keeps Line Managers informed of progress/potential problems
• Works consistently to get things right first time and to see task through to the end
• Accepts responsibility for the quality and accuracy of work and for its timely delivery, despite obstacles
• Recognises own strengths and highlights and acts upon areas for development
• Is prepared to contribute regardless of own job description
• Demonstrates willingness to help the client by responding in a professional manner
• Responds to requests and queries quickly and efficiently
• Maintains client confidentiality
• Delivers a quality service by meeting service standards
• Builds client relationships by taking time to understand what the client requires and tailoring actions accordingly
• Is able to acquire, demonstrate and develop job specific skills
• Is pro-active in seeking out opportunities to maintain and enhance professional and personal development
• Seeks feedback about own development needs from appropriate people and accepts these constructively
• Seeks ways to apply knowledge and skills to the workplace to effect improved job performance
• Reflects on performance and development needs when preparing for appraisal or other interim performance reviews
• Comes across in a professional manner
• Demonstrates basic level of competence in relevant IT systems
• Is able to use Outlook, Phone Manager (if appropriate) and voicemail
• Demonstrates competence in ability to use IT programmes relevant to business area efficiently and effectively
• Recognises own level of competence and identifies learning needs