Financial Advisory Transaction Lead

Novus Executives; Wilmslow; On-site; GBP 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Wilmslow is seeking an experienced Transaction Lead to spearhead financial advisory mandates. The successful candidate will lead project teams and mentor junior staff while focusing on delivering high-quality financial advisory services across sectors like infrastructure and renewable energy. This role offers a competitive salary, discretionary bonuses, and a strong work-life balance.

Benefits

Competitive salary

Discretionary performance-based bonus

Pension contributions

Flexible hours

Professional development opportunities

Gym discounts

Social events

Qualifications

• Minimum 7 years' experience in corporate/project finance.
• Proven track record in leading transactions.
• Meticulous attention to detail.

Responsibilities

• Lead financial advisory and transaction mandates.
• Manage commercial aspects of projects.
• Conduct business development across sectors.

Skills

Leadership

Risk management

Financial analysis

Communication

Excel modeling

Client engagement

Business development

Education

Degree in finance, economics, engineering, or business

MBA or MSc preferred

Tools

Microsoft Office (Excel, PowerPoint)

Job description

They are seeking to strengthen our team with the appointment of an experienced Transaction Lead who will be responsible for securing and delivering financial advisory mandates, lead project teams, and mentor junior staff in developing their technical and commercial skills.

This role presents a significant opportunity for the successful candidate to take a leadership position in delivering financial advisory services and shaping the future direction of our transaction team.

Role Responsibilities

You will lead financial advisory and transaction mandates, including greenfield financings, refinancings, as well as Buyside and Sellside M&A transactions in sectors such as Infrastructure, Renewable Energy, and the Energy Transition.

Responsibilities include, but are not limited to

• Leading multiple complex client engagements independently.
• Managing commercial aspects of projects to meet quality and profitability targets.
• Developing Teasers, Information Memorandums, running funding competitions, coordinating advisors, and closing Debt and Equity transactions.
• Driving business development across new sectors, clients, and markets.
• Providing technical guidance to junior staff and identifying development needs.
• Managing engagement budgets and ensuring accurate time tracking.
• Communicating risks and issues promptly and effectively.
• Ensuring high-quality project delivery and participating in post-project reviews.
• Supporting Continuing Professional Development (CPD) and performance cycles.
• Supporting employee wellbeing and promoting a collaborative work culture.
• Translating datasets and financial models into strategic analysis and insights.
• Supporting marketing and business growth through project close-down processes.
• Mentoring team members and developing internal capabilities.

What We’re Looking For

• Passion for infrastructure and sustainable investment.
• Understanding of the UK lender and investor markets.
• Strong commercial awareness and communication skills.
• Ability to present complex financial topics clearly to diverse audiences.
• Meticulous attention to detail and excellent Excel modeling skills.
• Analytical mindset and solution-driven approach to client challenges.
• Collaborative team player, adaptable and proactive.
• Strong decision-making under pressure and competing demands.

Qualifications & Experience

• Degree in a relevant field (e.g., finance, economics, engineering, business). Advanced degrees (MBA / MSc) preferred.
• Substantial experience (minimum 7 years) in corporate / project finance within Infrastructure, Renewables, or Energy Transition sectors.
• Proven track record leading transactions from initiation to close.
• Knowledge of financial analysis, investment assessment, and risk management.
• Experience working in commercial, investment, or consulting roles on major infrastructure projects.
• Proficient in Microsoft Office tools, especially Excel and PowerPoint.
• Experience in client engagement, report writing, and strategic advisory services.

Benefits

• Competitive salary and discretionary performance-based bonus.
• 25 days annual leave (plus bank holidays), with buy / sell flexibility.
• Pension contributions, life assurance, and income protection benefits.
• Access to employee assistance programs and well-being initiatives.
• Additional perks including volunteering days, gym discounts, season ticket loans, and more.
• Weekly team lunches and social events.
• Flexible hours and a strong work-life balance.
• Opportunities for professional development and career growth.