Senior Covenant Advisory Lead – Pensions & Transactions

Isio; Leeds; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Career development opportunities

Hybrid work model

Team building events

Job summary

A leading financial advisory firm is seeking a qualified Senior Manager for their growing covenant advisory team in Leeds. This role will involve building a client portfolio, advising in complex transactions, and leading a team. Ideal candidates will possess significant advisory experience and a strong accounting background. The firm promotes growth and offers a hybrid working model, providing an inclusive environment with opportunities for career development.

Qualifications

• Significant, relevant post-qualified experience.
• Experience in insolvency analysis and preparing Estimated Outcome Statements.

Responsibilities

• Build and manage a portfolio of pension trustee advisory clients.
• Lead small teams for client projects.
• Assess impact of corporate activities on employer covenant.
• Advise on solutions to mitigate changes in employer covenant.
• Lead marketing initiatives for business growth.

Skills

Qualified ACA/CA/ACCA accountant

Employer covenant advisory experience

Transaction/restructuring advisory experience

Commercial awareness

Business development

Report writing

Financial analysis

Client management

Project management

Data analysis tools

Education

Qualified accountant (ACA/CA/ACCA)

Job description

A leading financial advisory firm is seeking a qualified Senior Manager for their growing covenant advisory team in Leeds. This role will involve building a client portfolio, advising in complex transactions, and leading a team. Ideal candidates will possess significant advisory experience and a strong accounting background. The firm promotes growth and offers a hybrid working model, providing an inclusive environment with opportunities for career development.