Iconic Resourcing
Transaction Services Associate Director
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Transaction Services Associate Director
**Associate Director – Financial Advisory (Transaction Services) |
Location: London Industry: Advisory Services
About the Role
Most transaction services roles promise exposure to deals—fewer offer the chance to genuinely shape them, in collaboration with senior leadership, influence commercial outcomes, build client relationships, and develop into a well-rounded advisory leader.
If you’ve felt stuck in a purely execution-based due diligence role or crave deeper impact—ownership of client relationships, visibility with senior stakeholders, and a clear path to leadership—this opportunity could be the workforce acceleration you’re looking for.
This is not a traditional transaction services post. You’ll step into a fast-paced, high-performing team at a leading UK advisory firm, advising on complex buy-side and sell-side mandates while developing the commercial and leadership skills that will progress you toward Director-level and beyond.
What sets this role apart? • No traditional "backroom" handovers – Client ownership isn’t limited to Partners. You’ll lead engagements, engage directly with stakeholders, and deliver impactful client advice. • A culture of visible progression – Clear pathways for growth, shaping your career with meaningful responsibility and influence. • Beyond technical execution – Genuine commercial direction and strategic decision-making input, not just number-crunching.
Responsibilities
• Lead financial due diligence and deal advisory engagements across a diverse range of buy-side and sell-side mandates—supporting mergers, acquisitions, disposals, and broader strategic transactions • Interpret complex financial data to identify key commercial issues, delivering actionable insights that shape client decisions • Take full ownership of engagements:
- Manage client expectations and deliverables independently
- Lead client-facing discussions with confidence
- Drive output quality consistently • Develop senior-level business advisory skills, moving towards trusted adviser status with both clients and internal leadership • Mentor and supervise junior team members, fostering a high-performing team culture • Contribute to business development activities—leverage existing networks and build new relationships to grow the Advisory practice
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Core activities: Buyside/sellside due diligence | Financial modelling | Strategic transaction support | Client relationship management | Deal-led mentoring | Advisory business growth
Requirements
• ACA qualification or related LOS equivalent required • Strong background in transaction advisory or financial due diligence at accountancy/ad advisory level (UK-based preference) • Solid commercial experience driving buy-side and/or sell-side engagements—deep understanding of mid/sizable market clients • Advanced analytical and modelling skills: Perform rigorous numbers scrutiny while synthesising results into practical commercial insight • Direct & confident communicator with a proven client-facing track record • Team leadership experience in mentoring junior professionals • Highly commercially acutely, with razor-sharp attention to detail • Agile multitasking—fluently juggle tight deadlines in high-stakes deal environments • Ambition to graduate into a senior leadership position within a consultative practice
Desirable (but not mandatory): – Restructuring advisory, forensic, or debt advisory experience – Sector specialisation (e.g., retail, TMT, industrials, healthcare) – Direct exposure to Partner-facing client relationships
About the Company
Our client is a leading UK business advisory firm, trusted partner to mid-market and large-scale corporate clients in markets from high-scale mergers to strategic valuations.
Typical client mandate focus areas: • Corporate Finance & Deal Advisory • Restructuring & Implementation Support • Forensic Advisory (contentious transactions) • Real Estate Advisory
Financial Advisory sits front-and-centre for many engagements, ensuring clients make the right decisions as they navigate strategic transactions—whether by acquisition, disposals, or value-enhancing repositioning.
Cultural and Career Mindset: • Directly pragmatic – Clear pathways for advancement based on demonstrated success • Flatter hierarchy – Meaningful responsibility from an early stage vs. traditionalPtr-level gatekeeping • Commercialised technical skills – Technical depth plus strong client empathy to shape outcomes • Strong investment in long-term development – Associate Director-to-Partner progression within growing regional/national platform
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Notable differentiators:
- Direct vertical alignment with Partner colleagues collaborating as Peer Advisors, not "experts passing the baton"
- Bespoke mentorship – Senior leaders actively foster specialist and commercial growth
- Market impact – Work on transformational deals, not just record walking
Benefits & Growth
Managing Your Career • Autonomy and accountability – Rapid advancement based on demonstrated impact • Clearly funded progression path – Cohort-based training for Director/Partner readiness • Direct leadership exposure – Senior team structured to develop well-rounded advisers
Client Engagement • Front-of-house connections – Relationships built with Board-level executives as well as junior project teams • Diverse client roster – Work across industry sectors (corporate, private equity, industry verticals like concessionлас, logistics, tech) • No "hand-over" engagements – You own the deliverables + the substantive client dialogue
Work-Life Dynamics • Standard consulting hours with substantial deal-based demands managed proactively (some late nights, but real talent often peaks under pressure) • Flexibility within high-energy environments – Commute is primarily to London-centric offices • The right candidate will thrive on intersection of pragmatic challenge and building long-term relationships
Key Contacts and Next Steps
Leading this campaign on behalf of our client – your questions are warmly invited. Jeff McCaskill Iconic Recruitment 📞 07433 140854 | ✉ jeff.mccaskill@iconicresourcing.com
Jenn also formed this role as a commercial gap-filler for their developing national Advisory function. This is a rare opportunity to move from transaction execution-to-advisory leadership with multiple high-choice pathways available.
Also note: Iconic Resourcing invites all candidates to apply. While qualification and experience metrics are benchmarks, your potential value will be assessed as our growing strategic client deserves innovative thinkers.
Independent Recruitment Firm 🚀 – Partnering with progressive firms to shape the future leaders of advisory.
Note: Iconic Recruitment are an Equal Opportunities Employer. We are committed to a culture that promotes ethical relationships and fosters inclusivity.
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