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- Tasks: Lead M&A transactions in Wealth and Insurance, from origination to completion.
- 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 real impact in the industry.
- Qualifications: Must be ACA qualified with 10+ years in professional services and 5+ in M&A.
- Other info: Opportunity to mentor junior team members and collaborate with senior leadership.
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
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 potential clients can give you an edge in landing this role.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the M&A landscape, particularly in Wealth and Insurance. Demonstrating your knowledge during interviews can showcase your commitment and expertise, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss specific M&A transactions you've led or been involved in. Be ready to articulate your role, the challenges faced, and how you overcame them. This will highlight your hands-on experience and ability to manage complex deal dynamics.
✨Tip Number 4
Consider reaching out to current or former employees of the consultancy for insights about their culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the firm during the application process.
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 experience in M&A, particularly within the Financial Services sector. Emphasise your achievements in Wealth and Insurance transactions to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for M&A and your understanding of the Wealth and Insurance markets. Mention specific examples of successful transactions you've led and how they relate to the role.
Highlight Leadership Experience: Since the role involves mentoring junior team members and managing client relationships, be sure to detail your leadership experience. Provide examples of how you've guided teams and developed client strategies.
Showcase Industry Knowledge: Demonstrate your awareness of current trends and regulatory developments in the Financial Services sector. This can set you apart as a candidate who is not only experienced but also forward-thinking.
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 the origination, due diligence, and negotiation processes.
✨Demonstrate Relationship-Building Skills
Since this role involves nurturing relationships with clients and stakeholders, come equipped with examples of how you've successfully built and maintained professional relationships in the past. This could include strategies you've used to engage C-suite executives or investment bankers.
✨Align with Strategic Goals
Understand the broader strategic goals of the consultancy and be ready to discuss how your M&A activities can align with these objectives. Research the company’s recent projects and be prepared to suggest how you could contribute to their growth ambitions.
✨Prepare for Client Presentations
As delivering impactful client presentations is key, practice articulating your ideas clearly and confidently. Consider preparing a mock presentation on a relevant topic to demonstrate your ability to communicate complex information effectively.
