Transaction Services Director

SW Group; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading company in financial advisory services seeks a Director for their Transaction Services team in London. The role encompasses managing client engagements, overseeing project deliverables, and driving business development initiatives. The ideal candidate will possess extensive experience in transaction services and proven business development expertise, alongside a degree and relevant professional qualifications.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Extensive experience and knowledge of Transaction Services.
• Proven track record of winning new clients and developing relationships.
• Educated to degree level or equivalent.

Responsibilities

• Oversee project management and reporting on engagements.
• Act as day-to-day client contact during assignments.
• Direct and review work of team members.

Skills

Business development

Project management

Team management

Client relationship management

Education

Degree level education

Chartered Accountant or Corporate Finance Diploma

Job description

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

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

• Taking ownership for project management and reporting on engagements
• Day to day contact for the client during the assignment
• Ensuring the completion of client take on processes and other risk management procedures
• Drafting and agreeing scopes of work
• Preparation of budgets and management of WIP and negotiation of fees
• Directing the key aspects of the review: analysing, reviewing and commenting on historical and forecast trading results and trends ; SPA advice
• Reviewing / drafting the report and other client deliverables
• Management of the team and review their work
• Liaising with other lines of service eg tax, and review of their output

Supervision

• Delegation and oversight of work to junior staff, reviewing and challenging their output;
• Motivation and development of staff; assistance with recruitment
• On the job training for junior staff on a one-to-one basis
• Taking the lead on internal initiatives
• Key influence on building the brand

Business development and marketing

• Driving the development and execution of business development initiatives
• Building new networks and developing relationships
• Maintaining and nurture client relationships
• Winning work directly and be a key influence alongside other partners for winning new work

Job Description

What will you be doing?

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

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

Client work

• Taking ownership for project management and reporting on engagements
• Day to day contact for the client during the assignment
• Ensuring the completion of client take on processes and other risk management procedures
• Drafting and agreeing scopes of work
• Preparation of budgets and management of WIP and negotiation of fees
• Directing the key aspects of the review: analysing, reviewing and commenting on historical and forecast trading results and trends ; SPA advice
• Reviewing / drafting the report and other client deliverables
• Management of the team and review their work
• Liaising with other lines of service eg tax, and review of their output

Supervision

• Delegation and oversight of work to junior staff, reviewing and challenging their output;
• Appraisals/monitor staff performance
• Motivation and development of staff; assistance with recruitment
• On the job training for junior staff on a one-to-one basis
• Taking the lead on internal initiatives
• Key influence on building the brand

Business development and marketing

• Preparing pitch documents
• Driving the development and execution of business development initiatives
• Developing expertise in niche industry sectors
• Building new networks and developing relationships
• Maintaining and nurture client relationships
• Winning work directly and be a key influence alongside other partners for winning new work

Qualifications

To be successful in this role, you should

• Extensive experience and knowledge ofTransaction Services
• Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships
• Educated to degree level or equivalent
• A relevant professional qualification, for example Chartered Accountant or Corporate Finance Diploma is desirable although not essential

Additional Information

As a colleague here at S&W you will have access to benefits that include

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

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.