February 2024

Corporate Development Associate

Are you a seasoned professional in the M&A arena with a passion for origination-to-integration deal management? Saltus is actively seeking a dynamic individual to supplement our M&A department, playing a pivotal role in the origination, negotiation, execution, and integration of businesses. This is a unique opportunity to thrive in an environment that capitalizes on the unparalleled consolidation within the wealth management industry.  You will also be involved in the Saltus Partnership Programme which seeks to partner with financial planning businesses looking to scale and/or sell their business in the short term, and resulting in a readymade future acquisition pipeline.

You will have experience in making effective decisions through the analysis of information and have had exposure to due diligence, deal analysis, negotiation and execution. This role will require working with individuals from across the Saltus business in addition to liaising with a wide-range of external stakeholders, including vendors selling their business, incoming teams, and third party consultants supporting on the transaction.

The role is would predominantly be based in our London office; however, we do employ a hybrid combination of office and home-based working (approx. 60% office / 40% home). Occasional travel to other offices and to potential acquisition targets will also be required at times.


Why Saltus?

Saltus is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work.

Saltus Partners was founded in 2004 and has grown both organically and through a number of carefully integrated acquisitions. Originally, the business started out as an asset management firm and has developed the financial planning side of the offering, now putting this at the forefront of the client relationship. We have a unique investment offering with particular expertise in alternative asset classes. The team have produced industry leading risk adjusted returns due to their approach.

We are a successful LLP, backed by a Private Equity sector specialist, which has helped facilitate the execution of the buy-and-build strategy that has been employed by the business, and which has been an important pillar of the firm’s growth strategy in recent years. Whilst we have grown quickly, and now have a number of offices in the South and Southwest of England, we are incredibly proud of our culture and we work hard to ensure everyone feels part of a team whilst having fun and enhancing their career.[

Today, Saltus has just over 200 employees and manages and advises on over £3.5 billion in client assets.



Responsibilities will include but are not limited to:

  • Deal sourcing and liaising with brokers and introducers;
  • Pitching to potential acquisitions;
  • Requesting and analysis of a diverse range of financial and non-financial information requests;
  • Building and maintaining intricate financial models;
  • Deal execution (liaising on SPA/APA related matters and managing a number of third-party advisers and consultants through the process).
  • Project management: coordinating and overseeing the life of a deal through to integration which will involve close collaboration with other teams in the business and third-party advisers.

We are a meritocracy, and the successful candidate will have significant opportunities to make a meaningful contribution to the above areas of responsibility from day 1.


The Person

  • The candidate should have a minimum of 2 years’ experience in lead advisory, transaction services, corporate finance, or similar role that has obtained the necessary exposure to understand the M&A process and be able to comfortably navigate an APA/SPA.
  • High proficiency in Microsoft Excel and PowerPoint will be crucial to succeeding in the role. M&A modelling experience will also be expected given the importance of this skill to the role.
  • Educated to a minimum degree level (minimum 2:1) and ideally ACA/ACCA/CFA qualified.
  • Highly numerate and have achieved at least an ‘A’ in A-Level Mathematics or have a STEM degree background.
  • Exceptional attention to detail, intellectual horsepower and curiosity for solving business problems.
  • Effective time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously.
  • Comfortable with stakeholder management to be able to lead a number of third parties through the process (e.g. consultants, due diligence providers, lawyers).
  • Be an effective communicator, with strong written and verbal skills, and able to flex this to be understood at all organizational levels.
  • The ability to form successful professional relationships both internally and externally.
  • Be a team player who is down to earth and is eager to learn and develop their M&A experience.
  • Contribute to a fun environment in the workplace and the wider Saltus culture.


Remuneration and benefits

In return for your expertise, we offer up to £60k base salary depending upon experience, generous holiday allowance and benefits (private medical, pension, income protection, death in service and flexible benefits platform). Relevant exam support can be provided after the successful completion of a probationary period, as well as a potential pathway to partnership and equity ownership to share in the growth of the business.

To apply...

...please send your CV to [email protected]

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