Transaction Services Director

TN United Kingdom; London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading company in the financial sector is seeking a Director in Transaction Services to provide exceptional client service and manage teams effectively. The role involves overseeing project management, driving business development, and fostering client relationships. Candidates should have extensive experience in Transaction Services and a strong background in business development. This position offers a competitive salary and various benefits, including a hybrid working model and professional training opportunities.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Fully Funded Professional Training

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Extensive experience in Transaction Services required.
• Proven track record in winning clients.

Responsibilities

• Manage teams and support recruitment and development.
• Drive business development initiatives and prepare pitch documents.
• Ensure completion of client onboarding and risk management.

Skills

Business Development

Client Relationship Management

Project Management

Education

Degree Level Education

Chartered Accountant Qualification

Job description

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Job Description

What will you be doing?

To provide our clients with first-class service concerning all aspects of end-to-end financial due diligence and SPA advice. Manage teams by supporting recruitment, retention, and development of individuals. Develop new relationships and nurture existing ones to win work directly and support partners in winning work.

As Director - Transaction Services, your responsibilities will include among others:

Client Work

• Taking ownership of project management and reporting on engagements
• Being the day-to-day contact for the client during assignments
• Ensuring completion of client onboarding processes and risk management procedures
• Drafting and agreeing on scopes of work
• Preparing budgets, managing WIP, and negotiating fees
• Leading key review aspects: analyzing, reviewing, and commenting on trading results and trends; SPA advice
• Reviewing/drafting reports and other client deliverables
• Managing the team and reviewing their work
• Liaising with other service lines (e.g., tax) and reviewing their output

Supervision

• Delegating and overseeing work to junior staff, reviewing and challenging their output
• Appraising and monitoring staff performance
• Motivating and developing staff; assisting with recruitment
• Providing on-the-job training for junior staff on a one-to-one basis
• Leading internal initiatives
• Influencing brand building efforts

Business Development and Marketing

• Preparing pitch documents
• Driving business development initiatives
• Developing expertise in niche industry sectors
• Building new networks and developing relationships
• Maintaining and nurturing client relationships
• Winning work directly and influencing other partners in securing new business

Qualifications

To be successful in this role, you should:

• Have extensive experience and knowledge of Transaction Services
• Demonstrate experience in business development with a proven track record of winning clients
• Be educated to degree level or equivalent
• Possess a relevant professional qualification (e.g., Chartered Accountant or Corporate Finance Diploma) - desirable but not essential

Additional Information

As a colleague at S&W, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package and options to purchase additional holiday
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. We accommodate all needs throughout the application process—please inform your Recruiter of any adjustments required.