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Quotation Estimate Financial Analyst in United Kingdom Manchester –Free Word Template Download with AI

14 Deansgate Square, Manchester, M3 4LQ, United Kingdom

Tel: +44 (0)161 496 0000 | Email: [email protected]

Company Reg. No. 09876543 | VAT No. GB 123 4567 89

Reference: QE-2025-0472

Date: 12 June 2025

Valid Until: 12 July 2025

Quotation Estimate Details

Northgate Industrial Holdings PLC

22 King Street, Manchester, M2 4WU, United Kingdom

Attn: Mr. David Hartley, Chief Financial Officer

Financial Analyst – Senior Engagement

Location: Manchester, United Kingdom

Engagement Duration: 12 Months (Renewable)

Scope of Work – Financial Analyst Services

This Quotation Estimate is issued by Meridian Advisory & Consulting Ltd. to provide a comprehensive and itemised cost breakdown for the recruitment, onboarding, and ongoing provision of a qualified Financial Analyst to operate within the Manchester, United Kingdom office of Northgate Industrial Holdings PLC. The Financial Analyst will be embedded within the client's finance and strategy division, reporting directly to the CFO, and will be responsible for delivering high-quality financial modelling, variance analysis, budgeting support, and strategic reporting in accordance with UK GAAP and IFRS standards.

The Financial Analyst will work full-time (37.5 hours per week) from the Manchester, United Kingdom premises, with the option of up to two days per week remote working as agreed in writing. All deliverables, including monthly management accounts, quarterly board packs, and ad-hoc analytical briefings, will be produced to the professional standards expected by the Institute of Chartered Accountants in England and Wales (ICAEW). This Quotation Estimate covers the full lifecycle of the Financial Analyst engagement, from initial candidate sourcing through to the final month of the twelve-month contract term.

Itemised Cost Breakdown

Item No. Description Unit Rate (GBP) Quantity Amount (GBP)
01 Recruitment & Sourcing of Financial Analyst (Manchester, United Kingdom market) One-off 4,500.00 1 4,500.00
02 Onboarding, Compliance & UK Employment Setup for Financial Analyst One-off 1,200.00 1 1,200.00
03 Monthly Financial Analyst Service Fee (includes salary, employer NI, pension, insurance) Month 7,850.00 12 94,200.00
04 Specialist Software Licences (Bloomberg Terminal, SAP Analytics, Power BI) – Financial Analyst allocation Month 620.00 12 7,440.00
05 Professional Development & CPD for Financial Analyst (ICAEW / CFA preparation) Year 2,400.00 1 2,400.00
06 Project Management & Account Supervision (Manchester, United Kingdom office) Month 850.00 12 10,200.00
07 Annual Performance Review & Contract Renewal Administration One-off 950.00 1 950.00
Subtotal (Excluding VAT) 120,890.00
VAT @ 20% 24,178.00
TOTAL QUOTATION ESTIMATE (Including VAT) 145,068.00

Terms & Conditions of This Quotation Estimate

  • This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Any acceptance received after 12 July 2025 will require re-confirmation of all rates and availability of the Financial Analyst candidate pool in the Manchester, United Kingdom market.
  • All fees are quoted in British Pounds Sterling (GBP) and are subject to 20% VAT in accordance with UK tax legislation. No additional charges will be incurred unless expressly agreed in a written variation to this Quotation Estimate.
  • Payment terms: 50% of the recruitment and onboarding fees (Items 01 and 02) are due upon acceptance of this Quotation Estimate. The remaining 50% is due within fourteen (14) days of the Financial Analyst commencing employment. Monthly service fees (Items 03–06) are invoiced in arrears on the last working day of each calendar month, payable within thirty (30) days of invoice date.
  • The Financial Analyst will be engaged under a fixed-term contract of twelve (12) months. Early termination by either party requires sixty (60) days' written notice. In the event of early termination, a pro-rata adjustment will be applied to the remaining monthly fees as detailed in this Quotation Estimate.
  • Meridian Advisory & Consulting Ltd. shall maintain professional indemnity insurance of no less than £5,000,000 and employer's liability insurance of no less than £10,000,000 throughout the duration of the Financial Analyst engagement in Manchester, United Kingdom.
  • All work performed by the Financial Analyst shall be subject to the Data Protection Act 2018 and the UK GDPR. Confidentiality obligations as set out in the separate Non-Disclosure Agreement (NDA) shall apply to all financial data, client records, and proprietary information handled during the engagement.
  • This Quotation Estimate does not constitute a binding contract until countersigned by both parties. Upon countersignature, it becomes a legally binding agreement governed by the laws of England and Wales, with jurisdiction vested in the courts of Manchester, United Kingdom.

Acceptance of Quotation Estimate

By signing below, both parties confirm their acceptance of this Quotation Estimate for the provision of a Financial Analyst in Manchester, United Kingdom, and agree to be bound by the terms, conditions, and cost structure set out herein.

For and on behalf of Meridian Advisory & Consulting Ltd.:

Name: Sarah Whitmore, Managing Director

Date: ____________________

For and on behalf of Northgate Industrial Holdings PLC:

Name: David Hartley, Chief Financial Officer

Date: ____________________

Meridian Advisory & Consulting Ltd. | 14 Deansgate Square, Manchester, M3 4LQ, United Kingdom | Company Reg. No. 09876543

This Quotation Estimate (Ref: QE-2025-0472) is issued exclusively for the Financial Analyst engagement in Manchester, United Kingdom. Unauthorised reproduction or distribution is prohibited.

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