Quotation Estimate Financial Analyst in United Kingdom London –Free Word Template Download with AI
14 Finsbury Square, London EC2A 1BX, United Kingdom
Tel: +44 (0)20 7946 0821 | Email: [email protected]
Company Registration No. 08765432 | VAT No. GB 123 4567 89
Quotation Estimate
| Quotation Reference | QTE-2025-LON-0487 |
| Date of Issue | 12 June 2025 |
| Valid Until | 12 July 2025 (30 calendar days) |
| Prepared For | Thames Corporate Group plc, 220 Victoria Street, London SW1E 6LD, United Kingdom |
| Prepared By | Sarah Whitfield, Senior Consultant, Meridian Advisory Partners Ltd. |
| Project Location | United Kingdom London – Client Premises, Victoria Street, SW1E |
| Engagement Type | Contractual Supply of a Financial Analyst (12-month fixed term) |
This Quotation Estimate is issued by Meridian Advisory Partners Ltd. to Thames Corporate Group plc in respect of the recruitment, onboarding, and ongoing contractual supply of a qualified Financial Analyst to operate within the client's London headquarters. The proposed engagement is designed to meet the specific analytical, reporting, and strategic advisory requirements of the client's corporate finance division. All rates, deliverables, and service-level commitments set out in this Quotation Estimate are tailored to the regulatory, tax, and operational environment of United Kingdom London, ensuring full compliance with HM Revenue & Customs (HMRC) guidance, the UK Companies Act 2006, and applicable FCA standards where relevant.
The Financial Analyst engaged under this Quotation Estimate will be a chartered or CFA-qualified professional with a minimum of five years' post-qualification experience in corporate finance, investment analysis, or management accounting. The role will be based at the client's offices in United Kingdom London and will encompass the following core responsibilities:
Preparation of monthly, quarterly, and annual financial statements and variance analyses in accordance with IFRS and UK GAAP. Development and maintenance of financial models for capital expenditure planning, merger and acquisition due diligence, and long-range forecasting. Production of board-level reporting packs, including cash-flow projections, working-capital analyses, and key performance indicator dashboards. Liaison with external auditors, tax advisors, and the client's internal audit function. Support for the Head of Finance in the preparation of regulatory filings and investor relations materials. Ad-hoc analytical support for the commercial and operations teams as directed by the client's Finance Director.
The Financial Analyst will work a standard 37.5-hour week (Monday to Friday, 09:00–17:30) with a reasonable expectation of occasional evening or weekend work during year-end close periods, compensated in accordance with the terms of this Quotation Estimate.
| Item | Description | Unit Rate (GBP) | Quantity | Amount (GBP) |
|---|---|---|---|---|
| 1 | Financial Analyst – Monthly Contract Fee (inclusive of employer's National Insurance, pension contributions, and statutory benefits as required in United Kingdom London) | 12,500.00 | 12 months | 150,000.00 |
| 2 | Recruitment, Screening & Onboarding Fee (one-off, covering CV sourcing, technical interviews, right-to-work verification, and DBS check) | 4,750.00 | 1 | 4,750.00 |
| 3 | Professional Indemnity & Public Liability Insurance (annual premium, minimum £5,000,000 cover) | 2,400.00 | 1 year | 2,400.00 |
| 4 | Compliance & Regulatory Administration (annual FCA registration support, data-protection (UK GDPR) compliance, and HMRC PAYE administration) | 1,800.00 | 1 year | 1,800.00 |
| 5 | Technology & Software Licence Allocation (access to Bloomberg Terminal, SAP Financial Suite, and Microsoft 365 E5 – prorated for one user) | 3,600.00 | 1 year | 3,600.00 |
| 6 | Contingency & Overtime Provision (estimated 5% of base fee to cover year-end close and ad-hoc project surges) | 7,500.00 | 1 | 7,500.00 |
| Subtotal (excl. VAT) | 170,050.00 | |||
| VAT @ 20% (United Kingdom London standard rate) | 34,010.00 | |||
| Total Quotation Estimate (incl. VAT) | 204,060.00 | |||
Invoices will be issued on the last working day of each calendar month in arrears. Payment is due within 30 days of the invoice date by BACS transfer to the account details provided on each invoice. A late-payment charge of 4% per annum above the Bank of England base rate will apply to outstanding balances, in accordance with the Late Payment of Commercial Debts (Interest) Act 1998. The one-off recruitment and onboarding fee (Item 2) is payable within 14 days of the client's written acceptance of this Quotation Estimate.
- This Quotation Estimate is valid for 30 calendar days from the date of issue. Should the client wish to proceed after the expiry date, a revised Quotation Estimate reflecting any market-rate adjustments will be issued.
- The Financial Analyst will be engaged as a contractor of Meridian Advisory Partners Ltd. and will not be deemed an employee or agent of the client. The client retains the right to direct the day-to-day tasks and output of the Financial Analyst in line with the scope described in Section 2.
- All work performed by the Financial Analyst shall be carried out in strict compliance with UK data-protection legislation (UK GDPR and the Data Protection Act 2018), the FCA's Conduct of Business rules where applicable, and the client's internal information-security policies.
- Either party may terminate this engagement with 30 days' written notice. In the event of termination by the client for convenience, a pro-rata fee for the notice period will be payable. In the event of termination for material breach, the non-breaching party may terminate immediately without notice.
- Meridian Advisory Partners Ltd. shall maintain professional indemnity insurance of no less than £5,000,000 per claim throughout the term of this Quotation Estimate and shall provide a certificate of insurance upon request.
- All intellectual property, financial models, reports, and analyses produced by the Financial Analyst in the course of this engagement shall vest in the client upon full payment of the applicable fees.
- This Quotation Estimate and the resulting contract shall be governed by and construed in accordance with the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of United Kingdom London.
- Meridian Advisory Partners Ltd. reserves the right to substitute the Financial Analyst with a suitably qualified replacement of equivalent or higher calibre, provided that 14 days' prior written notice is given to the client.
By signing below, the client confirms its acceptance of this Quotation Estimate in full, including all terms, conditions, rates, and the scope of work described herein. The engagement of the Financial Analyst shall commence on the start date specified in the subsequent Service Level Agreement (SLA) to be executed within 10 working days of acceptance.
For and on behalf of Thames Corporate Group plc:
Name: ______________________________ Title: ______________________________ Signature: ______________________________ Date: ______________________________For and on behalf of Meridian Advisory Partners Ltd.:
Name: Sarah Whitfield Title: Senior Consultant Signature: ______________________________ Date: ______________________________ ⬇️ Download as DOCX Edit online as DOCXCreate your own Word template with our GoGPT AI prompt:
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