Transaction Services Associate Director

You’ve built a strong track record in transaction services. You’re confident leading deals, clients trust your judgement, and you’re developing the relationships and commercial credibility to win work. Now you’re looking for the opportunity to turn that experience into a Director role.

This Transaction Services Associate Director opportunity is designed to get you there relatively quickly, giving you the client ownership, commercial responsibility and senior support to demonstrate you’re ready.

If you’re already delivering strong work and can demonstrate your ability to win business, this is an opportunity to turn that track record into career progression. You’ll have room to build your reputation, grow your own client relationships and take on a visible leadership role, within a collaborative culture that supports hybrid and flexible working.

What you'll do

You’ll lead buy-side and sell-side financial due diligence engagements, translating complex findings into clear, commercially relevant advice for investors and management teams. Taking ownership of delivery and client relationships, you’ll become a trusted point of contact throughout the transaction.

Alongside delivering engagements, you’ll play an active role in growing the practice. You’ll develop relationships with potential clients and intermediaries, identify opportunities through your network and lead proposals and pitches alongside the Partners to convert these into new mandates.

You’ll also lead and develop colleagues, giving them the support and responsibility to progress, while working across the wider advisory team to provide joined-up support to clients.

What you'll need

• Experience as a Transaction Services Associate Director, or a Senior Manager already operating at that level.
• Strong buy-side and sell-side financial due diligence experience, with the confidence to lead complex engagements and manage senior client relationships.
• Demonstrable ability to generate new business, with clear examples of relationships developed, opportunities originated and mandates won.
• Sound commercial judgement and the ability to turn financial analysis into practical advice that informs investment decisions.
• Experience leading and developing teams, maintaining high standards while supporting others to progress.
• Experience in financial services, healthcare or technology would be particularly welcome.
• The ambition and readiness to progress to Director, taking greater ownership of client relationships, revenue generation and the growth of the practice.

 

About the company

Transaction Services sits at the heart of this business. You’ll join an established team advising private equity investors, corporates and entrepreneurial businesses on mid-market transactions, with broader advisory expertise supporting clients throughout the deal lifecycle.

The firm combines high technical standards with an entrepreneurial, collaborative culture. You’ll have direct access to senior decision-makers, meaningful ownership of client relationships and the opportunity to influence how the practice develops. Hybrid and flexible working support an environment where people are trusted to deliver.

Crucially, this appointment is intended to lead to Director promotion relatively quickly, subject to demonstrating the delivery, leadership and commercial contribution expected at that level.

Benefits

• 26 days’ annual leave, including your birthday off, plus bank holidays
• Holiday purchase scheme
• Discretionary bonus
• Optional salary sacrifice pension scheme with a 5% employer contribution
• Healthcare cash plan and virtual GP
• Employee Assistance Programme
• Nursery salary sacrifice scheme
• Elderly care and family support
• Cycle to Work scheme
• Hybrid and flexible working

 

You can call me, Jeff McCaskill, on 07433140854 if you have any questions. Alternatively, send me an email directly at [email protected]

At Iconic Resourcing, we understand that not all candidates will meet every desired qualification or skill listed for the job positions posted on behalf of our clients. However, if you believe you can add value to the role despite having a slightly different experience from what we've identified, we would be thrilled to learn more about you.

Iconic Resourcing is committed to partnering with clients who share our values of inclusivity and diversity. We work with many businesses that recognise the importance of creating a welcoming and respectful workplace for all employees. As an equal opportunities employer, we treat all applications fairly and equally. We act as both an employment business and an employment agency and are happy to accommodate any reasonable adjustments required. To view all of our Iconic Jobs across Scotland, please visit our website.