Principal Consultant - Wealth (Square 4)

Square 4 is a dynamic and ambitious firm that specialises in providing consulting and resourcing services. We provide tailored advisory support to regulated firms on all governance, risk and compliance related matters and temporary resource to support short term operational challenges. Our mission in supporting firms across a complex and challenging regulatory agenda is to provide an unrivalled level of interaction - service and expertise, helping to protect firms and allowing them to ultimately grow and thrive.

At Square 4, we embody a spirit of innovation, dedication, and excellence in everything we do. We take pride in serving a diverse range of clients, spanning from various segments within the financial services industry such as Retail Banks, Consumer Credit, Life and Pensions, Wealth and Asset Managers, Private Equity, to Utilities and Telecommunications firms. We are a commercial business, but our purpose and values extend beyond top line. We want our business to be a force for good and are committed to making a difference for our people, our clients, and our communities. We are committed to making a difference for our people, our clients, and our communities and so with a name like Square 4, it was an easy decision to give 4% of our earnings back to charities yearly.

The role of Principal Consultant is primarily to lead the management and delivery of advisory engagements to our clients whilst taking a lead role in 'take to market' activities and business development. Acting as an ambassador for Square 4 across the industry, inside and outside of work.

• Lead, manage and oversee the delivery of multiple client projects, encompassing project planning, budgeting, scheduling, resource allocation and project close down.
• Lead the development of bespoke solutions to enable our clients to meet their regulatory and operational obligations.
• Act as the primary point of contact for a portfolio of projects addressing inquiries, managing client expectations, delegating tasks as needed, reviewing colleagues' work, providing constructive feedback, ensuring accurate invoicing, and facilitating communication regarding project needs such as budget expansions or timeline extensions.
• Compile weekly team updates, focusing on critical project developments.
• Management of project budgets whilst tracking the team's utilisation through Project Works.
• Take a proactive role in business development initiatives, including generating quality thought leadership content, engaging stakeholders, preparing polished proposals, delivering presentations, and actively expanding Square 4's client base through targeted outreach to new clients and leveraging existing relationships for upselling and cross-selling opportunities.
• Provide leadership, line management, and direction to a team of senior consultants (including associate resources where applicable).
• Assist in the recruitment of new team members to support business growth.
• Represent Square 4 at industry events to enhance brand visibility and participate in internal events and training sessions such as client briefings, lunch and learn sessions, and roundtable discussions.
• Stay informed about regulatory developments and understand their potential impact on client operations, ensuring the delivery of relevant and accurate regulatory advisory services.
• Support the Leadership team with the agreed business objectives aligned with our four strategic objectives: Drive Value, Grow, Nurture & Diversify Talent, Build Brand & Advocacy, Build a Culture of Entrepreneurship.

You should relish the opportunity to take on immediate responsibility and gain a wide range of experience from day one as part of a fast-growing company.

Core Values, Behaviours and Requirements

• Alignment with our core values: Entrepreneurial, Collaborative, Relationship Driven and Committed to Delivery Excellence.
• An outstanding work ethic combined with a desire to learn and grow.
• Fantastic multi-tasking ability, highly organised and great attention to detail.
• Strong analytical and gap analysis ability.
• Ability to manage individuals and or small teams.
• Ability to confidently interact with Board and Executive-level clients.
• A can-do attitude and an ability to prioritise multiple projects and engagements whilst meeting deadlines.
• Commercial acumen, with the ability to spot new opportunities and develop them.
• Creative problem-solving skills, staying innovative and solution-orientated.
• Pro-active and high-energy, with conviction in your own ability and skillset.
• Outstanding professionalism and communication skills - both written and oral.
• Strong ability to communicate effectively and openly with team members, actively listening to others' perspectives and providing constructive feedback when necessary.
• Knowledge and a practical understanding of the UK financial services sector and FCA regulatory agenda.
• Extensive compliance-related experience gained at a financial institution, consultancy and/or the regulator.
• Deep knowledge and a practical understanding of the UK financial services sector and UK regulatory framework, including the FCA Handbook, associated guidance, approach to policy development, supervision and enforcement.
• Experience translating regulatory rules and guidance into meaningful, fit-for-purpose and pragmatic solutions for regulated firms.
• A proven track record in consulting or equivalent, including leading project delivery, budget management and business development.

Company Benefits

• The opportunity to work in a fast-growing company with a well-defined mission and values that are actively practised each day.
• Option to work remotely or in our London-based office.
• Flexible working arrangements tailored to accommodate business requirements.
• Unlimited holiday to promote work-life balance.
• Corporate away days, including team-building activities.
• Opportunities to take part in volunteer days.
• Investment in personal development and support for career aspirations through provided funding of training and qualifications.
• Pension scheme.
• Private medical insurance provided by BUPA.

If you're interested in exploring the next stage of your career with Square 4, we would be delighted to hear from you. Click the apply link online or send an updated copy of your CV today.