Blair West are supporting True Potential, to find an M&A Business Partner. This role sits within the Business Unit Finance team as part of the wider centralised Group Finance function and will play a pivotal role in delivering the adviser recruitment M&A strategy. Working within a small, specialist team, this position leads the financial, analytical and governance elements of the deal lifecycle, providing insight to the BU Executive Committee, Board and Group CFO.
The opportunity:
* Lead the end-to-end financial workstream of adviser recruitment M&A activity, from initial screening through to transaction approval.
* Conduct detailed financial and operational due diligence on adviser client books, ensuring consistent and robust evaluation standards.
* Develop, refine and apply valuation methodologies aligned to Group Finance investment criteria.
* Build and maintain sophisticated financial models assessing cashflows, returns and sensitivities.
* Deliver data‑led insight into revenue quality, client demographics, attrition trends and long‑term value drivers.
* Drive automation and scalability across the due diligence and analytics process in partnership with data and technology teams.
* Support capital planning and capacity management, aligning deal pipeline with funding and cashflow considerations.
* Prepare high‑quality reporting for the BU Executive Committee, Board and Group Finance, ensuring strong governance and control throughout the M&A process.
You’ll be the ideal candidate for this position if you have:
* A recognised accountancy qualification (ACA, ACCA, CIMA or equivalent) or relevant corporate finance experience.
* Strong experience in M&A, transaction support, corporate finance or commercially focused finance roles.
* A proven track record in financial modelling, valuation and return analysis.
* Experience working with large, complex datasets to generate meaningful commercial insight.
* Exposure to operating within a matrix structure, partnering across Business Unit and central finance functions.
* The ability to confidently present complex financial analysis to Executive Committee and Board‑level stakeholders.
* Ideally, experience within financial services, wealth management or client‑book based business models.
* Experience improving or automating analytical and due diligence processes.
The benefits included with this opportunity:
* Exposure to high‑profile, strategically significant M&A activity within a growing financial services business.
* Direct interaction with senior leadership, including Executive Committee and Group CFO.
* The opportunity to shape and enhance due diligence, valuation and governance frameworks.
* A collaborative, high‑accountability team environment with genuine ownership of deliverables.
* Hybrid working model based in Newcastle.
Our commitment
Blair West is an equal‑opportunity employer. We embrace diversity and inclusion at every stage of the recruitment process. We are committed to fairness, equality, and ongoing diversity training for our team to give our candidates and clients a feeling of belonging during their experience with us. If you require reasonable adjustments at any stage during their experience with us, please speak to their consultant.
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