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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, collaborative environment with a strong deal pipeline.
- Why this job: Shape high-impact strategies and influence dynamic businesses in the industry.
- Qualifications: 10+ years in professional services with extensive M&A experience in Financial Services.
- Other info: Opportunity to mentor junior team members and engage with C-suite clients.
The predicted salary is between 72000 - 108000 £ 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.
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 mandates.
- 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.
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, especially focusing on Wealth and Insurance. Attend industry events, webinars, and conferences to connect with key players and showcase your expertise.
✨Tip Number 2
Engage with thought leaders and influencers in M&A through social media platforms like LinkedIn. Share insightful content related to market trends and M&A strategies to position yourself as a knowledgeable candidate.
✨Tip Number 3
Prepare for interviews by familiarising yourself with recent high-profile transactions in the Wealth and Insurance sectors. Be ready to discuss how you would approach similar deals and the value you can bring to the team.
✨Tip Number 4
Demonstrate your leadership skills by sharing examples of how you've successfully managed teams and complex projects in previous roles. Highlight your ability to mentor junior staff and drive successful outcomes.
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 leadership roles and any specific achievements in Wealth and Insurance transactions.
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 how your skills align with the company's goals and how you can contribute to their growth.
Highlight Relevant Experience: In your application, focus on your 10+ years of experience in professional services and your track record in leading Financial Services M&A transactions. Use specific examples to demonstrate your expertise.
Showcase Your Network: Mention your established professional network within the industry. Highlight any key relationships with clients or stakeholders that could benefit the consultancy's growth and client development efforts.
How to prepare for a job interview at Hamlyn Williams
✨Showcase Your M&A Expertise
Be prepared to discuss your previous M&A transactions in detail, especially those related to Wealth and Insurance. Highlight your role in the full lifecycle of these deals, from origination to completion, and be ready to share specific examples that demonstrate your expertise.
✨Demonstrate Relationship-Building Skills
Since the role involves developing relationships with clients and stakeholders, come equipped with examples of how you've successfully nurtured key partnerships in the past. Discuss your approach to engaging with C-suite executives and how you’ve managed client expectations.
✨Align with Strategic Goals
Understand the broader strategic goals of the consultancy and be ready to discuss how your experience aligns with these objectives. Show that you can think beyond individual transactions and contribute to the overall growth and direction of the practice.
✨Prepare for Complex Deal Dynamics
Expect questions about managing complex deal dynamics and how you handle challenges during negotiations. Prepare to discuss specific instances where you successfully navigated difficult situations and led teams through high-pressure environments.
