• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets: • Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director. • Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner. • Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations. • Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies. • Own the core decision-making for underlying financial strategies and map structural paths directly into our system. • Translate big-picture goals into bite-sized, tactical action items and next steps for members. • Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship. • Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

• Identify and source software businesses that meet our acquisition criteria and key performance metrics • Develop and execute targeted prospecting campaigns via email and outbound calls, while continuously testing new business development strategies, with exposure to a high volume of deal opportunities • Build and nurture relationships with prospective acquisition targets and sell-side M&A investment banking firms • Lead preliminary evaluations of potential acquisitions, including initial business and financial due diligence, as well as opportunity and risk assessments • Own and manage a robust deal pipeline, ensuring it is consistently updated as new targets and information emerge, while working alongside a team of entrepreneurial, high-performing, and motivated individuals • Conduct industry and market research to identify trends and uncover new acquisition opportunities • Review and analyze investment materials, synthesizing large volumes of data into clear, concise, and actionable insights and presentations • Independently drive acquisition opportunities forward by understanding deal scope and maintaining momentum throughout the process, with exposure to the full deal lifecycle from sourcing to execution • Prioritize and delegate tasks effectively based on deal timelines and strategic importance • Provide ad hoc analytical and operational support to the broader team as needed • Collaborate cross-functionally to support data requests, due diligence, internal alignment, and successful deal execution

• Coordinate and support legal processes relating to property acquisitions, sales, remortgaging, and disposals. • Liaise with solicitors, agents, lenders, local authorities, and other key stakeholders to progress transactions efficiently. • Assist in the preparation and review of legal documentation, including Heads of Terms, sale contracts, leases, development agreements, and security documents. • Manage due diligence processes by collecting and reviewing title documents, search results, planning permissions, and other key property-related materials. • Maintain transaction trackers and ensure all project deadlines and critical dates are met. • Prepare and compile valuation packs, property information forms, and responses to buyer enquiries. • Monitor and support post-completion requirements, including Land Registry applications, discharge of charges, and registration matters. • Support the wider team in ensuring compliance with planning, covenant, and legal obligations. • Maintain accurate records of all property’s legal files and correspondence. • Assist with ad hoc legal and administrative tasks related to ongoing and pipeline projects.

• Review, collect, clean, analyze, and report on data from active research studies • Participate in customer calls and contribute to project conversations • Develop logic models and conduct literature or survey-based research • Support internal projects and other tasks as assigned