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Senior Associate - Financial Advisory

United Kingdom, Bristol 55000.00 GBP / Year · Job Posted March 20, 2026
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Job Description

Citadel Source are partnering with a Financial Advisory firm in search of a Senior Associate - Restructuring, to join an expanding operation in the South West. They specialise in Corporate Finance, Debt Advisory, Forensic Services and Restructuring Advisory.

Job Responsibility

  • Prepare and file statutory documents on appointment, set up new jobs, and maintain orderly files
  • Correspond with stakeholders by drafting letters and emails, handling phone calls, and attending client premises as required
  • Handle asset realisations, liaise with professional advisors (such as solicitors and agents), and review creditor claims against company records
  • Use specialist insolvency software (IPS) to record transactions and claims, set up payments, record receipts, prepare receipts and payments accounts, maintain diaries for compliance, and produce standard pack letters and reports
  • Progress cases efficiently, prioritising workload and ensuring deadlines are met
  • Prepare VAT returns for review and attend to large mail outs of creditor circulars
  • Deal confidently with matters such as ROT claims and employee redundancies
  • Understand and produce Estimated Outcome statements and Receipts and Payments accounts on cases
  • Respond to creditor queries both in writing and verbally
  • Populate datarooms, establish initial contact with interested parties on AMA engagements, and draft engagement letters ensuring all take-on procedures are complied with
  • Prepare fee requests for approval and correspond with stakeholders in a credible manner
  • Liaise with and report to senior team members, keeping others up to date with progress as necessary
  • Demonstrate strong teamwork skills, keep up to date technically (e.g., attend training events, read technical updates), and record time accurately on the timesheet system
  • Take an active part in marketing and networking events, with flexibility to travel to client premises and work away from home occasionally

Requirements

  • Qualified accountant (e.g., ACCA/ACA)
  • Experience of working in a Restructuring department of a professional services or boutique firm
  • Attention to detail
  • Strong organisational skills – multi-tasking, organised files, note keeping, adherence to deadlines, etc.
  • Composure and Resilience
  • Clear communication
  • Pragmatic mindset to find practical solutions and tangible outcomes

Nice to have

  • Insolvency qualifications (e.g., CPI)
  • Background in audit or accounts preparation
  • Some knowledge of insolvency and restructuring (either practical or theory)

What we offer

Clear career progression opportunities with the possibility of moving into Corporate Finance in the future

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