Finance Director Transaction Services Pathway To Partner

J&T Business Consulting; Bristol; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading advisory firm in the United Kingdom is seeking an ambitious Transaction Services specialist to manage financial due diligence projects and deliver exceptional client service. The role offers a clear pathway to partnership with a tailored development program, coaching, and mentorship to support your growth. Ideal candidates will have significant experience in Transaction Services, ideally from a top firm, and be ready to drive business development efforts.

Benefits

Mentorship and coaching

Tailored development program

Competitive salary and benefits package

Qualifications

• 8-10 years of experience in Transaction Services, preferably mid-tier or Big 4 exposure.
• Experience in leading and growing high-performing teams.
• Strong background in Transaction Services with work-winning potential.

Responsibilities

• Lead and manage financial due diligence advisory projects.
• Provide expert advice on complex due diligence matters.
• Develop and grow a high-performing team.

Skills

Leadership

Client relationship management

Financial due diligence

Business development

Technical communication

Education

ACA (or equivalent) qualification

Job description

We have a unique opportunity for an ambitious Transaction Services specialist to join a network of advisory professionals. You will work collaboratively with existing businesses to win and deliver financial advisory projects, including M&A transactions, whilst building your own highly successful financial due diligence practice. You will join initially as a salaried employee while focusing on building your network of referrers and clients, converting leads and opportunities, and providing excellent client service. A transparent roadmap to partnership will be provided, with key milestones and a tailored development programme to support you in building a new transaction services practice. You will also receive coaching, mentorship, skills training/masterclasses to develop professional and leadership expertise, and guidance in building your business plan to launch your own practice. This is a one-of-a-kind opportunity to invest in professional development, accelerate career progression, fulfil potential, and thrive.

Responsibilities

• Lead and manage financial due diligence advisory projects, including M&A transactions.
• Provide expert advice on complex due diligence matters to clients, ensuring clarity and understanding.
• Develop and grow a high-performing team, fostering a collaborative and supportive work environment.
• Drive business development efforts, leveraging an initial network of contacts to win new work.
• Maintain up-to-date knowledge of legislation and industry trends.

Qualifications

• We are seeking an ambitious, entrepreneurial Transaction Services specialist who is technically excellent, has experience leading, collaborating, and completing a range of M&A transactions, can build strong client relationships, and aspires to grow their own business. Currently a Director/Associate Director/Senior Manager at a Top 10 accountancy firm or Regional Boutique Advisory business.
• 8-10 years of experience in Transaction Services, preferably with mid-tier experience and/or past Big 4 exposure.
• ACA (or equivalent) qualification.
• Experience in leading and growing a high-performing team.
• Technically strong with the ability to simplify and communicate complex due diligence matters.
• Ambitious, driven, and entrepreneurial mindset.
• Demonstrated work-winning potential and an initial network of contacts.
• Strong background in Transaction Services.
• Significant investment in career development, with a tailored programme to fast-track career progression.
• Collaborative and inclusive work environment, with easy access to senior advisors for guidance.
• Competitive salary and benefits package with a clear career route to owning your own business.