Associate – Valuation and Structuring
London, England, United Kingdom Full-time Posted 2 weeks ago
The opportunity
Play a pivotal role at the heart of our growth strategy. In this role, you’ll lead the financial analysis and valuation of potential acquisitions, turning complex data into clear, actionable insight. You’ll build robust financial models, shape deal structures, and partner closely with Portfolio Managers, as well as finance and legal teams, to evaluate opportunities from every angle. With direct exposure to high-impact decisions, you’ll help drive strategic thinking across adviser lifecycle initiatives and play a key part in shaping the future of the business.
This is a hybrid role, based 3 days a week from our Swindon office.
The benefits:
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
Play a pivotal role at the heart of our growth strategy. In this role, you’ll lead the financial analysis and valuation of potential acquisitions, turning complex data into clear, actionable insight. You’ll build robust financial models, shape deal structures, and partner closely with Portfolio Managers, as well as finance and legal teams, to evaluate opportunities from every angle. With direct exposure to high-impact decisions, you’ll help drive strategic thinking across adviser lifecycle initiatives and play a key part in shaping the future of the business.
This is a hybrid role, based 3 days a week from our Swindon office.
The benefits:
- Salary - £65,000 to £85,000
- Bonus scheme - on target bonus - 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
- Lead the development of detailed financial models to support acquisition valuations and pricing decisions
- Analyse target company performance, using scenario and sensitivity analysis to evaluate deal terms and structures
- Prepare clear, concise financial reports and presentations, articulating key assumptions and insights
- Partner with Portfolio Managers and cross-functional teams to align financial modelling with overall business strategy
- Advise on deal structuring, including earnouts and financing mechanisms, ensuring alignment with strategic and regulatory requirements
- Support due diligence and post-deal evaluation, tracking performance and return on investment following acquisitions
- 3–5 years’ experience in financial modelling, valuation, and deal structuring (e.g. investment banking, corporate finance, or Big 4)
- Strong understanding of corporate finance principles, financial reporting, and valuation methodologies
- Advanced Excel and analytical skills, with the ability to interpret data and draw clear, actionable insights
- Knowledge of the UK financial advice market and FCA regulatory environment is advantageous
- Commercially aware, with the ability to identify risks and propose practical mitigations
- Clear communicator and collaborative team player, able to present complex information to senior stakeholders and manage priorities effectively
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
