Transaction Advisory Services (TAS) Manager - FS

2w2 weeks ago

Grant Thornton

London, GB · Full-time · £65,000 – £75,000

About this role

The Transaction Advisory Services (TAS) team is focused on the Financial Services sector, providing financial due diligence services to clients across wealth management, insurance, banking, lending, payments services, and fintech. As a Manager, you will lead financial due diligence on both buy-side and sell-side transactions for private equity and corporate clients.

You will take ownership of day-to-day project delivery, including client discussions, target business meetings, and liaising with the internal team. Preparing the analysis and report for the client deliverable and managing client take-on procedures are key responsibilities, and you will lead diligence meetings with the target and client.

The FS TAS team is an increasingly flexible and diverse team that truly values its people. We offer flexible working options such as reduced days, annualised days, or term time working, and a hybrid working model enables a mix of office, client, and remote working.

You will coach junior team members and provide oversight of their work, contributing to their development. You are encouraged to think actively about your own growth as an advisor, including developing areas of market interest and potentially a sector or service line focus.

Requirements

Professional qualification (ACA, ICAS, CA, ACCA, or CIPFA) with at least 3 years of post-qualification deals experience
Experience in financial due diligence on buy-side and sell-side transactions for private equity and corporate clients
Knowledge of financial services sectors including wealth management, insurance, banking, lending, payments, and fintech
Proven ability to lead project delivery and manage client relationships
Strong report writing and analytical skills for preparing client deliverables
Experience in coaching and overseeing junior team members

Responsibilities

Lead the day-to-day delivery of small and medium sized projects, providing oversight of team members' work
Ensure comprehensive project planning is undertaken
Manage the preparation of client deliverables, contributing to the more complex areas of scope
Coach junior team members and provide oversight of their work
Lead or contribute significantly to diligence meetings with the target and client
Support senior colleagues in managing client and target relationships, including presenting findings to clients
Manage risk and ensure compliance with internal processes
Manage WIP and support timely invoicing and cash recovery

Benefits

Flexible working options including reduced days, annualised days, or term time working
Hybrid working model enabling a mix of office, client, and remote working
Inclusive culture that values difference and respects colleagues
Work-life balance supported through flexible arrangements