Transaction Services Manager - London
Transaction Services Manager - London

Transaction Services Manager - London

London Full-Time 60000 - 75000 ÂŁ / year (est.) No home office possible
Cortus Advisory Group

At a Glance

  • Tasks: Lead and manage financial due diligence projects, ensuring high-quality client service.
  • Company: Join Cortus Advisory, a fast-growing M&A advisory firm with a collaborative culture.
  • Benefits: Enjoy competitive salary, flexible working, mentoring, and 25 days annual leave.
  • Other info: Be part of a team that values integrity, collaboration, and expertise.
  • Why this job: Make a real impact in a supportive environment while developing your career.
  • Qualifications: ACA, ACCA or equivalent; strong background in transaction services and client management.

The predicted salary is between 60000 - 75000 ÂŁ per year.

We are on the lookout for motivated and committed individuals to join our independent award‑winning M&A advisory firm.

About Cortus Advisory

Cortus Advisory Group helps buy, sell, fund, grow and fix businesses and operates across six UK offices in Leeds, Manchester, Preston, Nottingham, Birmingham and London. Comprising of 55+ professionals, our team brings together professionals at different stages of their careers, creating a supportive and inclusive environment. The overall vision for Cortus is to create a truly collaborative and inclusive professional services business where everyone can have a varied, enjoyable, and successful career. A vehicle to facilitate positive social change and challenge the norms. In just under five years, Cortus Advisory Group has become one of the fastest growing independent financial advisory boutiques in the UK. Group revenue has grown from zero to over ÂŁ5.0m.

Culture and Values

Cortus is founded on simple key values of Integrity, Collaboration and Expertise, and we demonstrate them around our foundations of supporting Colleagues, Clients and Communities. Our own working philosophy is particularly supportive, and you will have access to our market‑leading training and development programme, RISE, which focuses on technical skills, complex behavioural skills and coaching, as well as being mentored by our experienced team. We are proud that many of our (repeat) clients put environmental concerns and ESG policies at the heart of their own business agenda. Cortus is forward‑thinking, embracing innovation and technologies such as AI to enhance its services and deliver cutting‑edge solutions for clients.

The opportunity

We are seeking an experienced and commercially minded Transaction Services Manager to join our growing Financial Due Diligence (FDD) team. This is a key role with responsibility for leading and managing due diligence engagements, supporting Partners in delivering high‑quality advice, and coaching and developing junior team members. You will work across buy‑side, sell‑side and refinancing transactions, acting as a trusted day‑to‑day contact for clients, investors and other advisers, while ensuring projects are delivered efficiently, profitably and to the highest technical standard.

Key Responsibilities

  • Transaction & Project Delivery
    • Lead and manage Transaction Services engagements from planning through to completion.
    • Take responsibility for engagement set‑up, including client acceptance, risk management procedures, drafting engagement letters, scopes and information request lists.
    • Develop a clear understanding of client needs and required deliverables, and articulate these effectively to the project team.
    • Monitor project progress, budgets and timelines, escalating issues, delays or cost implications proactively.
    • Produce full draft due diligence reports and analysis sections for Partner review on smaller engagements, and fully drafted sections on larger assignments.
    • Ensure reports are concise, commercially focused, and clearly highlight key risks, opportunities and value drivers.
    • Anticipate next steps for both the engagement and the client, maintaining momentum throughout the transaction.
  • Financial Due Diligence
    • Oversee and review detailed analysis of financial statements, cash flows, working capital and key performance indicators.
    • Assess quality of earnings, normalised EBITDA, run‑rate performance and pro‑forma adjustments.
    • Challenge assumptions within forecasts and business plans, identifying risks and sensitivities.
    • Apply judgement to complex or subjective accounting areas and ensure issues are addressed appropriately.
    • Ensure analysis and outputs are robust, well‑structured and suitable for client decision‑making.
  • Client Management & Commercial Awareness
    • Act as a confident day‑to‑day contact for clients and other advisers on assigned engagements.
    • Build and maintain strong relationships with clients, investors, lenders and professional advisers.
    • Develop confidence presenting findings and recommendations to senior client stakeholders, including Finance Directors, private equity principals and bankers.
    • Maintain communication with clients after transactions complete, supporting long‑term relationship building.
    • Develop a strong understanding of the wider Cortus Advisory Group and identify opportunities for collaboration and cross‑referrals.
  • Team Leadership & Development
    • Coach, mentor and review the work of Executives and Analysts, providing clear, constructive feedback.
    • Inspire confidence within the team through strong technical knowledge, clear direction and professional presence.
    • Support the development of junior team members through on‑the‑job training and participation in internal learning initiatives.
    • Foster a collaborative, high‑performance team culture aligned to Cortus values.
  • Personal Effectiveness & Contribution
    • Take full accountability for the quality and timeliness of your work and engagement outcomes.
    • Make timely, well‑reasoned decisions and balance multiple priorities across concurrent engagements.
    • Contribute to non‑client‑facing activities such as training, risk management initiatives and team development.

Required

  • ACA, ACCA or equivalent qualification.
  • Strong background in Transaction Services, audit or related corporate finance roles.
  • Proven experience managing due diligence engagements and client relationships.
  • Excellent technical accounting knowledge (UK GAAP and IFRS) and strong financial analysis skills.
  • Ability to explain complex financial matters clearly and pragmatically.
  • Strong project management, communication and report‑writing skills.
  • Advanced Excel capability and confidence working with large datasets.

Preferred (but not essential)

  • Prior experience working with private equity or mid‑market entrepreneurial businesses.
  • Exposure to a wide range of sectors and transaction types.
  • Interest in data analytics, automation or AI‑enabled approaches to due diligence.

Personal Attributes

  • Commercial mindset with an interest in deals, business performance, and value drivers.
  • Commercially focused with strong deal awareness and client empathy.
  • Confident, credible and able to challenge constructively.
  • Highly organised with the ability to manage competing demands.
  • Collaborative leader who enjoys developing others.
  • Comfortable operating in fast‑paced, deal‑driven environments.
  • Curious, forward‑thinking and committed to continuous improvement.

We’re looking for someone who embraces the Cortus values: Integrity - Our honest approach makes us human; we provide advice with understanding. We respect and support our colleagues, promoting diversity and inclusion with everyone having the opportunity to do the work they enjoy. Collaboration is key - We work closely with our clients in an agile manner to ensure we provide the right team, with the right skills, to deliver the best solution. We care about and actively partner with other organisations; to invest in our local communities. Expertise makes us best in class - We strive to maximise the potential of our team through focused training programmes. We take ownership of our work and we never compromise on quality.

What You Will Get At Cortus

  • Competitive base salary and bonus (benchmarked twice a year to market)
  • Annual Leave – Team members receive 25 days of annual leave plus public holidays
  • Birthday Leave – Take the day off to celebrate your birthday
  • Company sick pay
  • Option to purchase annual leave
  • One‑to‑one mentoring
  • Flexible working options
  • Enhanced paternity / maternity / sick leave
  • Annual Peer/Mentoring allowance
  • Health cash plan
  • Pension salary sacrifice scheme – with employer contributions being paid on full salary
  • Cycle to work scheme
  • Annual Corporate Conference
  • Annual CSR day
  • Mental health support
  • Supported study programmes
  • Referral bonus

Equal Opportunities

At Cortus is committed to equal opportunities and welcomes applicants from all backgrounds. We also believe that every candidate should have an equal opportunity to demonstrate their abilities so if you need any adjustments during the hiring process, let us know so we can support you.

Transaction Services Manager - London employer: Cortus Advisory Group

Cortus Advisory Group is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a strong commitment to employee development through our RISE training programme and a culture that values integrity, collaboration, and expertise, we empower our team members to thrive in their careers while making a positive impact on clients and communities. Enjoy competitive benefits, flexible working options, and the opportunity to be part of one of the fastest-growing independent financial advisory firms in the UK.
Cortus Advisory Group

Contact Detail:

Cortus Advisory Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Transaction Services Manager - London

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at Cortus Advisory. A friendly chat can open doors you didn’t even know existed!

✨Tip Number 2

Prepare for those interviews! Research Cortus Advisory’s values and recent projects. Be ready to discuss how your experience aligns with their mission of integrity, collaboration, and expertise. Show them you’re not just another candidate, but someone who truly gets what they’re about.

✨Tip Number 3

Practice makes perfect! Do mock interviews with friends or use online resources to refine your answers. Focus on articulating your past experiences clearly, especially around financial due diligence and client management, as these are key for the Transaction Services Manager role.

✨Tip Number 4

Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great way to reinforce your fit for the team!

We think you need these skills to ace Transaction Services Manager - London

Financial Due Diligence
Transaction Services Management
Client Relationship Management
Technical Accounting Knowledge (UK GAAP and IFRS)
Financial Analysis Skills
Project Management
Report Writing Skills
Advanced Excel Capability
Coaching and Mentoring
Communication Skills
Analytical Skills
Commercial Awareness
Problem-Solving Skills
Team Leadership
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Transaction Services Manager role. Highlight relevant experience in financial due diligence and client management, and don’t forget to showcase your technical accounting skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Cortus Advisory and how your values align with ours. Be sure to mention any specific experiences that demonstrate your expertise.

Showcase Your Soft Skills: While technical skills are crucial, don’t forget to highlight your soft skills too! Talk about your ability to collaborate, mentor others, and manage projects effectively. We love a team player who can inspire confidence!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!

How to prepare for a job interview at Cortus Advisory Group

✨Know Your Numbers

As a Transaction Services Manager, you'll need to demonstrate your strong financial analysis skills. Brush up on key financial metrics like EBITDA and cash flow analysis. Be ready to discuss how you've applied these in past roles, as this will show your technical expertise and understanding of the financial landscape.

✨Showcase Your Client Management Skills

Cortus values strong client relationships, so prepare examples of how you've built and maintained these in previous positions. Think about specific instances where you’ve successfully navigated challenges with clients or stakeholders, as this will highlight your commercial awareness and ability to communicate effectively.

✨Demonstrate Leadership and Mentorship

Since the role involves coaching junior team members, be prepared to share your experiences in mentoring or leading teams. Discuss your approach to providing constructive feedback and fostering a collaborative environment, which aligns with Cortus's values of integrity and collaboration.

✨Embrace Innovation

Cortus is forward-thinking and embraces technology, so it’s important to express your interest in data analytics and AI-enabled approaches. Share any relevant experiences where you've used technology to enhance your work or improve processes, showing that you're aligned with their innovative culture.

Transaction Services Manager - London
Cortus Advisory Group
Location: London

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