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- Tasks: Lead and execute M&A transactions in Wealth and Insurance sectors.
- Company: Join a top-tier boutique consultancy with a strong focus on Financial Services.
- Benefits: Enjoy a flexible work environment and the chance to influence high-profile deals.
- Why this job: Shape a high-growth service line and make a visible impact in your role.
- Qualifications: ACA qualified with 10+ years in professional services and 5+ years in M&A.
- Other info: Collaborate with senior leadership and mentor junior team members.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced M&A professional with deep expertise in the Financial Services sector? Our client, a top-tier boutique consultancy, is seeking a high-calibre Director to lead and grow its Financial Services M&A Advisory practice – with a particular focus on the mid-market Wealth and Insurance sectors.
Working alongside another senior Director leading specialist lending M&A, you’ll play a central role in shaping a high-impact, high-growth service line. This is an exceptional opportunity to influence strategy, lead complex transactions end-to-end, and work with some of the most dynamic businesses in the industry.
Key Responsibilities- Lead and execute the full M&A lifecycle – from origination and due diligence to structuring, negotiation, and successful completion.
- Develop and nurture relationships with key clients, investment bankers, and other stakeholders across the Wealth and Insurance ecosystem.
- Collaborate with senior leadership to align M&A activity with broader strategic goals.
- Identify, evaluate, and capitalise on M&A opportunities to support clients’ growth ambitions.
- Drive sell-side transactions and manage complex deal dynamics with senior executives.
- Deliver impactful client presentations, pitches, and proposals.
- Guide and mentor junior team members to support their growth and ensure high-quality execution.
- Leverage internal capabilities (e.g., debt advisory, financial diligence, post-merger integration) to maximise value for clients.
- Monitor industry trends and maintain a forward-looking perspective on regulatory and competitive developments.
- ACA qualified with 10+ years’ experience in professional services or a similar environment.
- 5+ years leading Financial Services M&A transactions, with a strong record in Wealth and Insurance.
- Extensive closed-deal execution experience, particularly on sell-side mandate.
- Proven ability to manage C-suite client relationships and engage credibly with target company management.
- Demonstrated experience managing teams, reviewing complex financial models, and leading on client development.
- Highly organised with the ability to manage multiple workstreams and deadlines.
- Entrepreneurial, commercially-minded, and able to contribute to business development and growth.
- Holds a well-established professional network across clients and key industry players.
- Join a high-performing, entrepreneurial team with a strong deal pipeline and ambitious growth plans.
- Work in a flexible, collaborative environment where your voice matters and your impact is visible.
- Gain exposure to strategic, high-profile transactions and play a lead role in shaping the future of the practice.
Financial Services M&A Advisory (Wealth & Insurance) employer: Hamlyn Williams
Contact Detail:
Hamlyn Williams Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services M&A Advisory (Wealth & Insurance)
✨Tip Number 1
Network strategically within the Financial Services sector. Attend industry events, webinars, and conferences where you can meet key players in Wealth and Insurance. Building relationships with investment bankers and other stakeholders will not only enhance your visibility but also provide insights into potential opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the Wealth and Insurance sectors. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.
✨Tip Number 3
Prepare to discuss your previous M&A experiences in detail, particularly focusing on sell-side transactions. Be ready to share specific examples of how you've managed complex deal dynamics and client relationships, as this will showcase your expertise and leadership capabilities.
✨Tip Number 4
Highlight your mentoring experience when engaging with potential employers. Discuss how you've guided junior team members and contributed to their development, as this aligns with the role's requirement for leadership and team management.
We think you need these skills to ace Financial Services M&A Advisory (Wealth & Insurance)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your M&A experience, particularly in the Financial Services sector. Emphasise your achievements in Wealth and Insurance transactions, showcasing your ability to lead complex deals.
Craft a Compelling Cover Letter: Write a cover letter that clearly articulates your passion for M&A and your understanding of the Wealth and Insurance markets. Mention specific examples of how you've successfully managed client relationships and led teams in previous roles.
Highlight Relevant Skills: In your application, focus on skills that are crucial for this role, such as negotiation, due diligence, and client management. Use concrete examples to demonstrate your expertise and how it aligns with the job requirements.
Showcase Your Network: Mention your established professional network within the Financial Services sector. Highlight any key relationships with clients or industry players that could be beneficial for the consultancy's growth and development.
How to prepare for a job interview at Hamlyn Williams
✨Showcase Your M&A Expertise
Be prepared to discuss your previous M&A experiences in detail, especially those related to the Financial Services sector. Highlight specific transactions you've led, focusing on your role in origination, due diligence, and negotiation.
✨Demonstrate Client Relationship Skills
Since managing C-suite relationships is crucial for this role, come equipped with examples of how you've successfully built and maintained client relationships. Discuss strategies you've used to engage with senior executives and how these have benefited your previous employers.
✨Understand Industry Trends
Research current trends in the Wealth and Insurance sectors. Be ready to discuss how these trends could impact M&A activities and how you can leverage them to identify new opportunities for clients.
✨Prepare for Team Leadership Questions
Expect questions about your experience in mentoring and managing teams. Prepare examples that showcase your leadership style, how you've guided junior team members, and the outcomes of your mentorship.
