Join to apply for the Acquisition Development Administrator role at Ellis Bates Financial Advisers (now Shackleton)

Hove (Negotiable) – Plus, travel to all offices for face-to-face meetings

Job title

Acquisition Development Administrator

Reporting to

Acquisition Development Manager

Date of Issue

August 2025

Role Objective

Reporting to the Acquisition Development Manager, you will play a key role in supporting the successful integration of acquired businesses into our central services and systems. You will ensure accurate migration of client data and investments, provide timely project reporting, and contribute to the smooth transition experience for all stakeholders.

Key Responsibilities

Support the Acquisition Team with the integration of acquired businesses into our central services, processes systems and CRMs
Support the Acquisition Team with acquisitions and migrations of client data and investments into our central investment proposition.
Assist Acquisition Team in overall analysis as required in regard to defining confirmed or potential future project scope and/or workflows.
Prepare MI data when requested.
Assist with weekly maintenance of project status reports and project plans.
Assist in Discovery phase of acquisition process and document requirements.
Migrating client data from legacy systems into our central CRM (IO) and assisting in tidy up.

Key Results/Objectives

Support the Acquisitions Teams to deliver migrations throughout the year.
Liaise with and monitor stakeholders involved in the Transformation program.
Ensure a seamless experience for all acquired firms and their staff.
Timely updates of plans and trackers.

Person Specification

Knowledge And Experience

Industry experience (Required).
Quick learner.
Desire to do well and deliver projects to the highest standards.
Ability to work under short timelines.
Proficient with Excel (Required).
Intelliflo (CRM) experience (Desired).

Personal Skills

Excellent communication and interpersonal skills, both written and verbal.
Able to lead and engage effectively with colleagues at all levels.
Change champion with a growth mindset.
Strong problem-solving and decision-making abilities.
Resilient and adaptable in fast-paced, regulated environments.
Skilled at building trust and credibility with internal and external stakeholders.
Proactive in identifying opportunities for improvement and driving positive change.
High attention to detail and commitment to quality standards.

Working Pattern

Monday to Friday 9am to 5pm (Negotiable)

If you are interested in learning more about this role or want to apply, please send your CV/Application to our HR Department at

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

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Acquisition Development Administrator

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