Director - Transaction Services

TN United Kingdom; London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Transaction Services to lead financial due diligence and SPA advice. This pivotal role involves managing client relationships, overseeing project engagements, and driving business development initiatives. The ideal candidate will possess extensive experience in Transaction Services and a proven track record in client relationship management. You'll have the opportunity to work in a hybrid model, enjoy a competitive salary, and benefit from a generous holiday allowance. If you're passionate about delivering exceptional service and developing teams, this is the perfect opportunity for you.

Benefits

Private medical insurance

Life assurance

Pension

Generous holiday allowance

Shared parental leave

Fully funded training

Cycle scheme

Season ticket loan

Eye care support

Qualifications

• Extensive experience in Transaction Services is required.
• Proven track record in business development and client relationship management.

Responsibilities

• Manage project engagements and act as the primary client contact.
• Oversee junior staff and conduct performance appraisals.
• Drive business development initiatives and prepare pitch documents.

Skills

Project Management

Client Relationship Management

Financial Due Diligence

Business Development

Education

Degree or equivalent education

Chartered Accountant or Corporate Finance Diploma

Job description

Below is a refined version of the job description, focusing on clarity, structure, and removing redundancies while maintaining all essential information.

Job Title: Director - Transaction Services

Overview: To provide first-class service to clients in end-to-end financial due diligence and SPA advice. Manage teams by supporting recruitment, retention, and development. Develop new relationships and nurture existing ones to win work directly, supporting partners in business development.

Responsibilities:

1. Project management and reporting on engagements.
2. Act as the day-to-day contact for clients during assignments.
3. Complete client onboarding processes and manage risk procedures.
4. Draft and agree scopes of work.
5. Prepare budgets, manage WIP, and negotiate fees.
6. Lead review processes: analyze and comment on trading results, trends, and SPA advice.
7. Draft and review reports and client deliverables.
8. Manage and review team work; liaise with other service lines such as tax.

Supervision:

1. Delegate work and oversee junior staff, reviewing their output.
2. Conduct appraisals and monitor performance.
3. Motivate and develop staff; assist with recruitment.
4. Provide one-to-one training for junior staff.
5. Lead internal initiatives and contribute to brand building.

Business Development & Marketing:

1. Prepare pitch documents and drive business development initiatives.
2. Develop expertise in niche sectors.
3. Build networks and develop client relationships.
4. Support in winning new work alongside partners.

Qualifications:

• Extensive experience in Transaction Services.
• Proven track record in business development and client relationship management.
• Degree or equivalent education.
• Professional qualification such as Chartered Accountant or Corporate Finance Diploma is desirable but not essential.

Additional Benefits:

• Competitive salary and private medical insurance.
• Life assurance, pension, and other benefits.
• Hybrid working model (role dependent).
• Generous holiday allowance, including options to purchase additional days.
• Shared parental leave, fully funded training, cycle scheme, season ticket loan, and eye care support.

We value diversity and are committed to an inclusive environment. Reasonable adjustments are available throughout the application process.