Transaction Services Manager / Senior Manager

Warner Scott Recruitment; Bristol; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Transaction Services Manager/Senior Manager to join their expanding team in Bristol. This role offers a unique opportunity to work closely with seasoned professionals, including a Partner with over 15 years in Financial Due Diligence. You will lead client engagements, manage project teams, and contribute to business development efforts. The firm emphasizes mentorship and career progression, making it an ideal environment for professionals eager to grow in their careers. If you are ready to take the next step in a dynamic setting, this position could be the perfect fit for you.

Qualifications

• Qualified ACA/CFA or equivalent required.
• Experience in a Professional Services TS team is essential.

Responsibilities

• Oversee client engagements, ensuring project scope and resource needs are met.
• Conduct analysis in Excel and prepare reports and presentations in PowerPoint.

Skills

Financial Due Diligence

Business Development

Client Relationship Management

Project Management

Analytical Skills

Education

Qualified ACA/CFA (or equivalent)

Tools

Excel

PowerPoint

Job description

Transaction Services Manager / Senior Manager

Warner Scott are partnered with a leading Accountancy practice who are looking to expand their Transaction Services team in Bristol with a Transaction Services Manager / Senior Manager. After a year of significant nationwide success in 2024, the firm have identified Bristol as a region they're looking to expand in the next 12 months. Due to the team's expansion plans, there will be plenty of opportunity to get involved with business development activity and play a key role in growing the function.

You'll also be working directly with the Partner heading up the team: an ex-big 4 professional with more than 15 years of experience in Financial Due Diligence. They are eager to coach and develop their team members, helping them to develop and progress to more senior positions in the coming years.

Responsibilities

• Oversee larger client engagements - defining project scope, determining resource needs, monitoring progress against budgets and timelines, reviewing work completed by junior team members, and resolving issues prior to Partner and Director review.
• Conduct detailed analysis in Excel, and prepare, review, and refine reports and presentations using PowerPoint.
• Manage the project team’s daily operations, including briefing, supervising, and mentoring junior staff.
• Deliver comprehensive reports with clear, actionable conclusions and recommendations.
• Assist senior leadership (Partners, Directors, and Associate Directors) in expanding existing services and developing new client service offerings.
• Build and maintain client relationships by addressing risk management, progress tracking, and information flow while directly resolving client inquiries.
• Encourage knowledge sharing within the team and across departments to promote collaboration and innovation.
• Gather and address client feedback, ensuring it is effectively communicated to the project manager or director.
• Identify potential project or business opportunities to relevant leaders.
• Support the conversion of business opportunities into revenue-generating work, including participating in client pitches.
• Represent the firm as an ambassador by engaging in marketing activities and staying informed about its diverse range of services.
• Contribute to recruitment, retention, motivation, and professional development of the Transaction Services team, serving as a role model for junior staff.

Requirements

• Qualified ACA/CFA (Or equivalent)
• Experience working in a Professional Services TS team

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Consulting and Finance

Industries: Business Consulting and Services and Financial Services