Financial Advisory Transaction Lead

2 days ago


Wilmslow, United Kingdom Novus Executives Full time

They are seeking to strengthen our team with the appointment of an experienced Transaction Lead who will be responsible for securing and delivering financial advisory mandates, lead project teams, and mentor junior staff in developing their technical and commercial skills.This role presents a significant opportunity for the successful candidate to take a leadership position in delivering financial advisory services and shaping the future direction of our transaction team. Role Responsibilities You will lead financial advisory and transaction mandates, including greenfield financings, refinancings, as well as Buyside and Sellside M&A transactions in sectors such as Infrastructure, Renewable Energy, and the Energy Transition. Responsibilities include, but are not limited to: Leading multiple complex client engagements independently. Managing commercial aspects of projects to meet quality and profitability targets. Developing Teasers, Information Memorandums, running funding competitions, coordinating advisors, and closing Debt and Equity transactions. Driving business development across new sectors, clients, and markets. Providing technical guidance to junior staff and identifying development needs. Managing engagement budgets and ensuring accurate time tracking. Communicating risks and issues promptly and effectively. Ensuring high-quality project delivery and participating in post-project reviews. Supporting Continuing Professional Development (CPD) and performance cycles. Supporting employee wellbeing and promoting a collaborative work culture. Translating datasets and financial models into strategic analysis and insights. Supporting marketing and business growth through project close-down processes. Mentoring team members and developing internal capabilities. Requirements What We’re Looking For: Passion for infrastructure and sustainable investment. Understanding of the UK lender and investor markets. Strong commercial awareness and communication skills. Ability to present complex financial topics clearly to diverse audiences. Meticulous attention to detail and excellent Excel modeling skills. Analytical mindset and solution-driven approach to client challenges. Collaborative team player, adaptable and proactive. Strong decision-making under pressure and competing demands. Qualifications & Experience Degree in a relevant field (e.g., finance, economics, engineering, business). Advanced degrees (MBA/MSc) preferred. Substantial experience (minimum 7 years) in corporate/project finance within Infrastructure, Renewables, or Energy Transition sectors. Proven track record leading transactions from initiation to close. Knowledge of financial analysis, investment assessment, and risk management. Experience working in commercial, investment, or consulting roles on major infrastructure projects. Proficient in Microsoft Office tools, especially Excel and PowerPoint. Experience in client engagement, report writing, and strategic advisory services. Benefits Competitive salary and discretionary performance-based bonus. 25 days annual leave (plus bank holidays), with buy/sell flexibility. Pension contributions, life assurance, and income protection benefits. Access to employee assistance programs and well-being initiatives. Additional perks including volunteering days, gym discounts, season ticket loans, and more. Weekly team lunches and social events. Flexible hours and a strong work-life balance. Opportunities for professional development and career growth.



  • Wilmslow, United Kingdom Novus Executives Full time

    As a Manager, you will lead project teams, support the development of client relationships, and help drive internal and external initiatives. This includes delivering high-quality modelling and advisory services while managing and mentoring junior colleagues. Key Responsibilities Lead multiple projects or programs, managing teams with cross-functional...

  • Accounts Assistant

    1 week ago


    Wilmslow, United Kingdom Equilibrium Financial Planning Full time

    **Accounts Assistant - £25,000 - 28,000 FTE** (Part-time, 22hrs) Equilibrium is more than just a Chartered Financial Planning company—we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path! We...


  • Wilmslow, Cheshire East, United Kingdom IRCFS - International Recruiters - Connecting Financial Specialists Limited Full time

    A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.The firm's prestigious office is located in Alderley Edge and offers flexible working arrangements, the support of a well-established client base, and a full benefits package,...


  • Wilmslow, United Kingdom Bayman Atkinson Smythe Full time

    Bayman Atkinson Smythe have partnered exclusively with a market leading SME. We’re on the lookout for a motivated and technical Financial Controller able to support an ambitious organisation, with driving performance, ensuring compliance, and delivering robust financial controls.  The Role You play a pivotal role in leading financial activities and...


  • Wilmslow, United Kingdom Bayman Atkinson Smythe Full time

    Bayman Atkinson Smythe have partnered exclusively with a market leading SME. We’re on the lookout for a motivated and technical Financial Controller able to support an ambitious organisation, with driving performance, ensuring compliance, and delivering robust financial controls. The RoleYou play a pivotal role in leading financial activities and guiding...


  • Wilmslow, United Kingdom Bayman Atkinson Smythe Full time

    Bayman Atkinson Smythe have partnered exclusively with a market leading SME. We’re on the lookout for a motivated and technical Financial Controller able to support an ambitious organisation, with driving performance, ensuring compliance, and delivering robust financial controls. The RoleYou play a pivotal role in leading financial activities and guiding...

  • Tax Manager

    2 days ago


    Wilmslow, United Kingdom Butler Rose Ltd Full time

    Tax Manager / Senior Manager Wilmslow Up to £60,000 Butler Rose are recruiting for a Tax Manager / Senior Manager for our client in Wilmslow, who are a reputable and friendly firm of accountants. The firm have an established This is a great opportunity for someone with at least 5 years' experience in tax advisory who enjoys working closely with a wide range...

  • Finance Manager

    1 week ago


    Wilmslow, United Kingdom Michael Page Full time

    A leading recruitment firm is offering an exciting opportunity for a Finance Manager based in Wilmslow. The role involves managing financial operations, preparing reports, and supporting HR with onboarding. Ideal candidates will have relevant experience and strong communication skills. Competitive salary up to £38,000, alongside benefits such as parking and...


  • Wilmslow, United Kingdom Independent Resourcing Consultancy Full time

    IRC is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice. **Our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established...


  • Wilmslow, United Kingdom Apprentify Full time

    Job DescriptionOverview:The FP&A Manager will lead the financial planning and analysis function, providing strategic insights and forward-looking analysis to support decision-making across the business. Reporting directly to the CFO, this role will be instrumental in shaping the financial strategy, driving performance management, and enabling data-driven...