SW Group

Financial Services

ValuationsAssociateDirector

£105–155k ~AI est. Birmingham, England, United Kingdom; Aylesbury, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“Valuations Associate Director at SW Group. Skills: Valuations, Valuation methodologies, Team management. Deliver valuation products. Provide excellent client service”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Significant experience of valuations, Advanced knowledge of valuation methodologies, First-class valuation technical skills, Up-to-date working knowledge of key valuation methodologies, Experience of managing a team of valuers, Educated to degree level or equivalent, Completion or working towards a relevant professional qualification

Nice to Have

MBA or similar master degree in finance, CFA charterholder, Chartered Accountant ACA/CA/ACCA

What You'll Do.

Deliver valuation products

Provide excellent client service

Build and cultivate relationships

Encourage and develop junior staff

Contribute to training sessions

Ensure client requirements are serviced

Act for clients professionally

Assist with proposals

Assist with marketing

Assist with business development

Ensure compliance with internal procedures

Maintain personal technical competence

Develop technical skillsets

Report potential PI issues

Manage teams proactively

Understand client expectations

Supervise team performance

Supervise team workload

Lead valuation assignments

How You'll Work.

Team & Collaboration

Collaborative environment

Communication Scope

Verbal communication; Written communication

Full Job Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. What will you be doing? Our Valuations team delivers a broad spectrum of valuation services for commercial, financial reporting, and tax purposes, supporting both contentious and non-contentious matters. With a strong focus on business and share valuations but also prepare valuations of intangible assets (for IP structuring or post-acquisition) and incentive scheme awards (e.g., share options and management share plans). This is an exciting opportunity to be part of a dynamic and expanding team. We’re recruiting across Birmingham, Newcastle, and Cambridge, offering you the chance to contribute to high-impact work in a collaborative environment. As Valuations Associate Director, your responsibilities will include among others * Overall responsibility for delivering a large number of valuation products and provide excellent client service at all times * Strong technical expertise in certain valuation field (tax, accounting, commercial) or industries (FS, Consumer Product, TMT, etc..). * Build and cultivate relationships with clients and potential clients of the group. * Responsibility for encouraging and developing managers and other junior staff members. * Contributing to training sessions of your department and/or office if relevant. * Ensure your clients’ requirements are serviced by members of your team of appropriate seniority, experience and technical a

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