Financial Advisory Manager

About FRP

FRP is 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.

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 meetings

Manage risk issues on all assignments and apply the firm's policy in relation to engagement terms

Project manage projects, leading day-to-day communication with clients/targets

Build rapport with clients/targets, understanding their business and expectations for future opportunities

Contribute to key areas in client meetings

Perform detailed analysis of historical information and challenge assumptions in financial forecasts

Review other financial forecasting such as daily/weekly cash flows

Prepare 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 development

Research and prepare for new opportunities and proposals

Work closely with partners and colleagues on business development, including networking

Client Work

Lead the execution of projects on a day-to-day basis, focusing on meeting timelines

Undertake initial analysis of historical and forecast financial information

Identify potential issues and raise them with senior team members

Prepare or review reports and financial models

Manage projects, assist senior team members, and direct junior members' work

Develop experience in a range of transactions in an Advisory environment

Lead on client take-on and risk processes, ensuring compliance with regulations and FRP policies

Accompany senior team members to client meetings and lead discrete areas as required and/or lead smaller projects from start-to-finish

Business Development

Attend networking events and develop a network of peers

Assist senior team members with business development and marketing activities

Lead the production of proposals

Identify potential clients and angles of approach

Team Management

Supervise, coach, and develop junior team members

Seek and act upon feedback from all levels

Assist with general correspondence, administration (including billing), and ad hoc projects within the department

Risk & Quality

Act with integrity and comply with all required internal and external risk management procedures

Ensure quality on all client deliverables

Undertake regular CPD in line with ACA/ACCA requirements

Seek training on specific areas to refresh knowledge

Compliance with FRP Fit & Proper Persons test

Follow all appropriate take-on and risk management processes, including AML, on all client projects

Good experience in financial analysis and data/model interrogation

Experience in an Advisory/Restructuring/Corporate Finance environment, with a good understanding of distressed Advisory and M&A transactions

Experience working with lenders and/or clients on debt transactions

ACA/ACCA – preferably at least 3 years post qualified

Strong Excel skills for data/model interrogation and financial analysis

Strong numerical and financial skills

Proven ability to produce high-quality professional documents

Client-facing experience

Excellent report writing skills

Ability to identify problems and develop solutions

Comfortable discussing financially related commercial issues

Ability to work on multiple projects simultaneously to demanding timetables

Enthusiastic with interpersonal skills to build internal and external relationships

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 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.