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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 growing service line and make a real impact in the industry.
- Qualifications: 10+ years in professional services, with 5+ years in Financial Services M&A.
- Other info: Collaborate with senior leaders and mentor junior team members for growth.
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.
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.
Contact Detail:
Hamlyn Williams Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services M&A Advisory (Wealth & Insurance) (City of London)
✨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 give you an edge in understanding the market and potential opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the Financial Services M&A landscape. Subscribe to relevant publications and follow thought leaders on social media. This knowledge will not only enhance your conversations but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to showcase your leadership skills by gathering examples of how you've successfully managed teams and complex transactions. Be ready to discuss specific instances where you've driven results and mentored junior members, as this will resonate well with the hiring team.
✨Tip Number 4
Familiarise yourself with the consultancy's recent projects and successes in the Wealth and Insurance sectors. Understanding their approach and achievements will allow you to tailor your discussions and demonstrate how you can contribute to their growth and strategic goals.
We think you need these skills to ace Financial Services M&A Advisory (Wealth & Insurance) (City of London)
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 leadership roles and any specific achievements in Wealth and Insurance transactions.
Craft a Compelling Cover Letter: In your cover letter, express your passion for M&A and how your background aligns with the company's goals. Mention specific examples of successful transactions you've led and how they relate to the role.
Highlight Relevant Skills: Clearly outline your skills that are relevant to the position, such as client relationship management, deal structuring, and team leadership. Use concrete examples to demonstrate these skills in action.
Showcase Industry Knowledge: Demonstrate your understanding of current trends in the Wealth and Insurance sectors. Mention any relevant insights or experiences that showcase your ability to navigate complex deal dynamics.
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 relationships with key clients. Discuss your approach to understanding their needs and delivering tailored solutions.
✨Prepare for Strategic Discussions
Understand the broader strategic goals of the consultancy and be ready to discuss how M&A activities can align with these objectives. Show that you can think beyond individual transactions and contribute to the overall business strategy.
✨Exhibit Leadership and Mentorship Qualities
As a Director, you'll be expected to guide junior team members. Share your experiences in mentoring and leading teams, and explain how you ensure high-quality execution while fostering growth in others.
