Transactions Services Assistant Manager

3 weeks ago

Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

About the Role

Evelyn Partners is seeking an experienced Assistant Manager to join our team in a key role that combines financial analysis, advisory, and business development responsibilities.

Key Responsibilities

  • Perform data analysis, produce charts and graphs, and interpret the data to provide insightful commentary to our clients, focusing on key KPIs and business drivers.
  • Provide input to key due diligence analyses, such as quality of earnings, working capital adjustments and net debt items
  • Report writing – produce sections of reports in PowerPoint regarding the financial affairs and prospects of a business
  • Understand and appreciate key commercial aspects of the client's business, its business model, scalability and business risks.
  • Develop an understanding of the transaction services risk model and the regulatory framework.
  • Prepare and interpret financial models in Microsoft Excel
  • Assist with work associated with the reporting accountant role in an AIM listing

Client Contact

  • Have regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
  • Establish relationships with key contacts at the client and the target.
  • Present sections of our analysis or report to our client

Organisational

  • Manage the process in terms of information flow and client/target interaction
  • Provide regular progress reports to the manager.
  • Identify and discuss with manager issues/problems and agree and complete appropriate actions.
  • Be able to work on several different assignments at one time.
  • Get involved in discussions on billing, overruns, and WIP management

Staff Development

  • Attendance on relevant technical and personal development courses.
  • 1-2-1 feedback post assignment, and throughout the year
  • Technical reading.

Business Development

  • Engage with business development initiatives, representing the team at events promoting our services
  • Work on pitch documents

Qualifications

  • Demonstrable audit experience gained within a professional services firm.
  • Keen interest in the transactions sector.
  • Strong communication skills, oral and written, both internally and directly with clients.
  • Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
  • Ideally some experience of diligence assignments, but not critical.
  • ACA/ACCA qualified or equivalent

About Evelyn Partners

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and

What We Offer

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners 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 workspace 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.

  • Transactions Services Assistant Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an experienced Transactions Services Assistant Manager to join our team at Evelyn Partners. As a key member of our team, you will be responsible for providing exceptional client service and support in the delivery of transaction services.Key ResponsibilitiesPerform data analysis, produce charts and graphs, and interpret the data...

  • Transactions Services Assistant Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Transactions Services Assistant Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Transactions Services Assistant Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn Partners is seeking an experienced Assistant Manager to join our team in the Transactions Services department. As a key member of our team, you will be responsible for providing exceptional support to our clients, including data analysis, report writing, and client communication.Key ResponsibilitiesPerform data analysis and produce...

  • Transactions Services Assistant Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Transactions Services Assistant Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by employing the best people. Our...

  • Transactions Services Assistant Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an experienced Transactions Services Assistant Manager to join our team at Evelyn Partners. As a key member of our team, you will be responsible for providing high-quality financial analysis and advisory services to our clients.Key ResponsibilitiesPerform data analysis, produce charts and graphs, and interpret the data to provide...

  • Transaction Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom BDO UK Full time

    Unlock Your PotentialBDO UK is seeking a highly skilled Transaction Services Manager to join our team. As a key member of our advisory team, you will be responsible for managing the delivery of projects on a day-to-day basis, building sustainable and profitable external and internal client relationships, and contributing to the management of the project...

  • Transaction Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom BDO UK Full time

    Unlock Your PotentialWe're BDO, a leading accountancy and business advisory firm. Our team provides value-led advice and outcomes, with in-depth knowledge of business, industry sectors, and markets.Be Part of Something BigAs a Manager, you'll work on exciting financial operations and business deals, building your experience and expertise alongside the...

  • Financial Transaction Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Carter Jonas Full time

    Financial Transaction Manager**Job Summary**We are seeking an experienced Financial Transaction Manager to join our Birmingham-based contract management team at Carter Jonas. As a key member of our team, you will be responsible for managing financial transactions and producing reports for client portfolios.**Key Responsibilities*** Manage financial...

  • Financial Transaction Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Page Personnel Full time

    Job SummaryThis role of Legal Cashier is integral to the smooth operation of our client's accounting and finance department within the professional services industry. The successful candidate will be responsible for managing financial transactions, assisting with audits, and ensuring compliance with financial regulations.Key ResponsibilitiesManage daily...

  • Senior Financial Advisor

    1 week ago

    Birmingham, Birmingham, United Kingdom BDO Full time

    Delivering Expert Financial AdvisoryBDO's Transaction Services team provides a wide range of financial advisory services to businesses, including financial due diligence, transaction advisory, and financial reporting. We are seeking a Senior Financial Advisor to join our team.About the RoleProject manage larger client engagements, determining project scope...

  • Transaction Tax Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Job DetailsYour new companyHays Senior Finance is seeking a skilled Transaction Tax Manager to join their team in Birmingham. As a key member of the Corporate and Private Equity deal specialists, you will work closely with clients of all sizes in all industries, collaborating with the strong network of Transaction Tax teams around the world for various...

  • Senior Transaction Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    Job OpportunityLord Accounting & Finance is seeking a highly skilled and experienced professional to join our team as a Senior Transaction Manager.About the RoleAs a Senior Transaction Manager, you will be responsible for supporting our Partners/Directors and working directly with clients to conduct due diligence, financial analysis, risk assessments, and...

  • Conveyancing Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom AFS Recruitment Full time

    Job Title: Conveyancing AssistantLocation: West MidlandsSalary: Competitive, based on experienceJob Type: Full-time, PermanentA well-established law firm in the West Midlands is seeking a skilled and motivated Conveyancing Assistant to support their dynamic team with residential and commercial property transactions.Key Responsibilities:Assisting conveyancers...

  • Director of Financial Transactions

    4 weeks ago

    Birmingham, Birmingham, United Kingdom AD Finance Full time

    Transaction Advisory Director OpportunityAD Finance is seeking a seasoned Transaction Advisory Director to join our team. As a key member of our financial services group, you will be responsible for leading complex transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors.Key...

  • Director of Financial Transactions

    4 weeks ago

    Birmingham, Birmingham, United Kingdom AD Finance Full time

    Transaction Advisory Director OpportunityAD Finance is seeking a seasoned Transaction Advisory Director to join our team. As a key member of our financial services group, you will be responsible for leading complex transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors.Key...

  • Financial Transactions Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom University College Birmingham Full time

    Job Title: Financial Transactions SupervisorLocation: BirminghamSalary: £37,099 - £39,347 per annum - SS6Job type: Fixed-Term (Up to 12 Months), Full-timeUniversity College Birmingham is a leading institution in the UK, offering a range of undergraduate and postgraduate programs. As a Financial Transactions Supervisor, you will play a key role in ensuring...

  • Financial Transactions Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom University College Birmingham Full time

    Job Title: Financial Transactions SupervisorLocation: BirminghamSalary: £37,099 - £39,347 per annum - SS6Job type: Fixed-Term (Up to 12 Months), Full-timeUniversity College Birmingham is a leading institution in the UK, offering a range of undergraduate and postgraduate programs. As a Financial Transactions Supervisor, you will play a key role in ensuring...

  • Financial Transaction Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Carter Jonas Full time

    Client Management AccountantWe are seeking an experienced and skilled accountant to join our Birmingham-based contract management team as a Client Management Accountant. As the post holder, you will be responsible for managing financial transactions and producing reports for client portfolios within Carter Jonas.Key Responsibilities:Manage day-to-day...