Manager, Financial Advisory

BTG; Greater London; On-site; GBP 90,000 - 180,000; Full time

Benefits offered by this job

Company pension

Cycle to work scheme

Option to Buy Holidays

Professional Qualification Support

Private Medical Insurance + Annual cln

Job summary

BTG Financial Advisory is seeking an experienced Manager to join our growing team in the United Kingdom. You will lead client engagements, manage transaction processes, and contribute to business development across M&A, debt advisory, and board/transaction services.

Working closely with Directors and Partners, you will deliver high-quality advisory services to lenders, investors, and management teams through complex transactions and strategic decisions, while coaching junior colleagues and

Qualifications

• ACA, ACCA or equivalent professional qualification.
• Operating at Assistant Manager or Manager level in a professional services environment.
• Experience in Corporate Finance, Deal Advisory, Financial Advisory, Transaction Services, Debt Advisory, Restructuring or related fields.
• Proven experience leading client engagements and managing multiple projects.
• Strong financial modelling, analytical and commercial skills.
• Experience managing and developing client relationships with senior stakeholders.
• Demonstrated ability to lead teams, delegate effectively, and mentor junior colleagues.

Responsibilities

• Lead M&A, refinancing, and advisory engagements from inception through completion.
• Manage day-to-day client relationships, acting as a key contact throughout engagements.
• Oversee the preparation and review of complex financial models, valuations, and business plans.
• Lead debt advisory assignments, assessing funding requirements and lender solutions.
• Coordinate due diligence processes and transaction workstreams to meet deadlines.
• Lead buy-side and sell-side mandates across sectors and transaction sizes.
• Support Directors and Partners with business development, pitches, proposals, and relationship management.
• Identify opportunities to expand client relationships and generate new business.

Skills

Financial modelling

Analytical skills

Commercial awareness

Client relationship management

Team leadership

Education

ACA/ACCA or equivalent

Job description

We are seeking an experienced and commercially driven Manager to join our growing Financial Advisory team.

This is an excellent opportunity for an existing Manager or ambitious Assistant Manager ready to take the next step in their career. The role offers exposure to a broad range of advisory assignments, including Special Situations M&A, Board Advisory, Transaction Services, Debt & Capital Advisory, and Lender Advisory.

Working closely with Directors and Partners, you will lead client engagements, manage transaction processes, support business development activities, and play a key role in delivering high-quality advisory services to clients, lenders, investors, and management teams through complex transactions, strategic decision-making, and periods of business change.

Key Responsibilities

• Lead M&A, refinancing, and advisory engagements from inception through to successful completion.
• Manage day-to-day client relationships, acting as a key point of contact throughout engagements.
• Oversee the preparation and review of complex financial models, valuations, business plans, and transaction structures.
• Lead debt advisory assignments, assessing funding requirements, financing options, and lender solutions.
• Manage independent business reviews, strategic assessments, and lender advisory engagements.
• Review and present high-quality client deliverables, including information memoranda, board papers, presentations, and reports.
• Coordinate due diligence processes and transaction workstreams, ensuring projects are delivered on time and to a high standard.
• Lead buy-side and sell-side mandates across a range of sectors and transaction sizes.
• Support Directors and Partners with business development initiatives, networking, pitches, proposals, and relationship management.
• Identify opportunities to expand existing client relationships and generate new business opportunities.
• Manage, coach, and develop junior team members, providing technical guidance and support.
• Contribute to the ongoing growth and development of the Financial Advisory practice.

About You

• ACA, ACCA or equivalent professional qualification.
• Currently operating at Assistant Manager or Manager level within a professional services environment.
• Strong experience within Corporate Finance, Deal Advisory, Financial Advisory, Transaction Services, Debt Advisory, Restructuring, Special Situations or a related field.
• Proven experience leading client engagements and managing multiple projects simultaneously.
• Strong financial modelling, analytical, and commercial skills.
• Experience managing and developing client relationships with senior stakeholders.
• Demonstrable ability to lead teams, delegate effectively, and mentor junior colleagues.
• Commercially aware with a proactive approach to identifying opportunities and delivering value to clients.
• Excellent written and verbal communication skills.
• A collaborative team player with the ambition to help grow a market-leading advisory practice.
• Company pension
• Cycle to work scheme
• Option to Buy Holidays
• Professional Qualification Support
• Private Medical Insurance + Annual Assessment
• Enhanced maternity and paternity leave
• Social events throughout the year
• 24/7 Access to virtual GP + Mental Health Support