Transaction Services - AD

W Talent; Birmingham; On-site; GBP 10,000 - 40,000; Full time

Job summary

A leading national firm in Birmingham is seeking an ambitious Associate Director for their Financial Due Diligence team. This role involves high-quality financial due diligence across various sectors, mentoring junior staff, and participating in business development. Ideal candidates have over 5 years of experience in Transaction Services and are motivated to take on greater leadership roles. The position offers structured training, a clear path to Director, and a collaborative culture.

Benefits

Dedicated coaching/mentorship

Structured technical training

Opportunities to lead project teams

Qualifications

• 5+ years' experience in Transaction Services or Financial Due Diligence.
• Experience in a Top 10/Top 20 firm or reputable regional advisory.
• Comfortable leading projects and managing stakeholders.

Responsibilities

• Lead and manage financial due diligence engagements.
• Provide commercial advice to clients.
• Mentor junior team members.
• Participate in business development activities.
• Stay current with market trends in Transaction Services.

Skills

Leadership development

Financial due diligence

Stakeholder management

Commercial advice

Education

ACA (or equivalent)

Job description

Transaction Services Associate Director - Financial Due Diligence

Location: Midlands Leadership-Focused Growth Opportunity

Are you an ambitious Transaction Services professional ready to take the next step in your leadership journey? This is a unique opportunity to join a growing national firm with a strong regional footprint, stepping into a high-impact Associate Director role within a dynamic and expanding Financial Due Diligence (FDD) team.

This position is ideal for experienced Managers and established ADs who are looking for more autonomy, greater visibility, and a genuine pathway to Director.

The Opportunity

You will play a key role in delivering high-quality financial due diligence across buy-side, sell-side, and refinancing engagements for a diverse range of corporate and private equity clients.

Alongside hands‑on deal execution, you will have a significant influence on shaping the continued growth of the TS practice in the Midlands, with the support of an experienced national leadership team.

What sets this role apart is the focus on leadership development and career acceleration, including:

• A dedicated coach/mentor to support your step into senior leadership
• Structured technical and advisory training tailored to Associate Directors
• Support in developing your personal brand and market presence
• Opportunities to build and lead project teams as you progress toward Director

This is an exciting environment for someone who wants to build something, contribute to strategic growth, and step into a more influential advisory role.

Key Responsibilities

• Lead and manage a variety of financial due diligence engagements across multiple sectors
• Provide clear, commercial advice to clients, supporting them in making informed investment decisions
• Mentor, develop, and inspire junior team members, contributing to a positive and collaborative team culture
• Play an active role in business development, including proposal support, networking activity, and nurturing client relationships
• Stay current with market trends and TS best practice, ensuring delivery of high-quality, insightful reports

About You

You will thrive in this role if you are:

• Currently operating at Manager, Senior Manager, or Associate Director level within Transaction Services at a Top 10/Top 20 firm or a reputable regional advisory practice
• ACA (or equivalent) qualified with 5+ years' experience in TS/FDD
• Comfortable leading projects, managing stakeholders, and delivering clear, commercial outputs
• Motivated to step into a broader leadership role with more autonomy

Why This Role?

• A clear path to Director
• Significant influence within a growing practice
• Access to national resources with a supportive local leadership team
• A culture that values ambition, collaboration, and entrepreneurial thinking

If you are a motivated TS professional looking for your next leap forward, this role offers the perfect platform to elevate your career.