Quotation Estimate Financial Analyst in United Kingdom Birmingham –Free Word Template Download with AI
Registered Office: 142 New Street, Birmingham, B2 4HA, United Kingdom
VAT No: GB 123 4567 89 | Company No: 08765432
Tel: +44 (0)121 456 7890 | Email: [email protected]
Reference: QTE-2025-BA-0472
Date Issued: 12 June 2025
Valid Until: 12 July 2025
1. Quotation Estimate Overview
This Quotation Estimate is issued by Meridian Talent Solutions Ltd in response to the client's request for the recruitment, placement, and ongoing management of a Financial Analyst position based in United Kingdom Birmingham. This document sets out the full scope of services, associated costs, payment terms, and conditions governing the engagement. All figures quoted are exclusive of Value Added Tax (VAT) at the prevailing rate of 20% unless otherwise stated.
2. Client Details
Client Name: [Client Company Name]
Contact Person: [Name & Title]
Address: [Street Address], Birmingham, B1 1AA, United Kingdom
Email: [[email protected]]
Telephone: +44 (0)121 XXX XXXX
3. Position Summary
Role: Financial Analyst
Location: United Kingdom Birmingham (Hybrid – 3 days office, 2 days remote)
Employment Type: Full-Time, Permanent
Start Date: 01 September 2025
Reporting To: Head of Finance
4. Scope of Services – Financial Analyst Placement
Meridian Talent Solutions Ltd shall provide the following services in relation to the recruitment and placement of a Financial Analyst for the client's operations in United Kingdom Birmingham:
- Comprehensive market research and candidate sourcing for qualified Financial Analyst professionals within the Birmingham and West Midlands region.
- Design and execution of a structured interview process including initial screening calls, technical assessments, and final panel interviews.
- Conducting thorough reference checks, skills verification, and compliance screening in accordance with United Kingdom employment law.
- Preparation and negotiation of the employment contract, including salary benchmarking against current Birmingham market rates for Financial Analyst roles.
- Onboarding support and a 90-day post-placement performance review to ensure the Financial Analyst integrates effectively into the client's Birmingham-based finance team.
- Access to Meridian's dedicated account manager for the duration of the engagement and a 12-month replacement guarantee.
5. Quotation Estimate – Fee Schedule
| Item No. | Description of Service | Unit | Rate (GBP) | Amount (GBP) |
|---|---|---|---|---|
| 01 | Recruitment & Sourcing Fee – Financial Analyst (United Kingdom Birmingham) | 1 | 12,500.00 | 12,500.00 |
| 02 | Technical Assessment & Interview Coordination | 1 | 2,200.00 | 2,200.00 |
| 03 | Reference Checks, Compliance & Background Screening | 1 | 850.00 | 850.00 |
| 04 | Contract Preparation & Salary Benchmarking (Birmingham Market) | 1 | 1,100.00 | 1,100.00 |
| 05 | Onboarding Support & 90-Day Performance Review | 1 | 1,750.00 | 1,750.00 |
| 06 | Dedicated Account Management (12-Month Retainer) | 12 | 350.00 | 4,200.00 |
| 07 | 12-Month Replacement Guarantee (Included) | 1 | 0.00 | 0.00 |
| Subtotal (Excluding VAT) | 22,600.00 | |||
| VAT @ 20% | 4,520.00 | |||
| TOTAL QUOTATION ESTIMATE (Including VAT) | 27,120.00 | |||
6. Payment Terms
6.1 A deposit of 30% (GBP 8,136.00 including VAT) of the total Quotation Estimate value is due upon acceptance of this document and execution of the service agreement.
6.2 The remaining 70% (GBP 18,984.00 including VAT) shall be invoiced within five (5) business days of the successful placement and commencement of the Financial Analyst in the United Kingdom Birmingham office.
6.3 All invoices are payable within thirty (30) calendar days of the invoice date by bank transfer to the account details provided on the invoice.
6.4 Late payments shall attract interest at a rate of 4% per annum above the Bank of England base rate, in accordance with the Late Payment of Commercial Debts (Interest) Act 1998.
7. Terms & Conditions
7.1 This Quotation Estimate is valid for thirty (30) days from the date of issue. Upon expiry, all fees and terms are subject to revision based on prevailing market conditions in United Kingdom Birmingham.
7.2 The Financial Analyst placement is subject to satisfactory completion of all pre-employment checks, including right-to-work verification, DBS clearance (where applicable), and professional qualification verification.
7.3 Meridian Talent Solutions Ltd shall not be liable for any indirect or consequential losses arising from the placement. The replacement guarantee is limited to one (1) replacement within the 12-month period from the start date.
7.4 This engagement is governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of Birmingham, United Kingdom.
7.5 All personal data processed in connection with this Quotation Estimate and the subsequent recruitment of the Financial Analyst shall be handled in full compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
7.6 The client acknowledges that the Financial Analyst will be employed directly by the client and that Meridian Talent Solutions Ltd acts solely as a recruitment and placement agency in this transaction.
8. Acceptance
By signing below, the client confirms acceptance of this Quotation Estimate for the recruitment and placement of a Financial Analyst in United Kingdom Birmingham, and agrees to all terms and conditions set out herein.
For and on behalf of Meridian Talent Solutions Ltd
Name: ______________________________
Title: Director of Client Services
Date: ______________________________
For and on behalf of the Client
Name: ______________________________
Title: ______________________________
Date: ______________________________
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