Financial Services M&A Advisory (Wealth & Insurance)

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

About You

• 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

Why Join

• 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