At a Glance
- Tasks: Lead high-profile M&A and Corporate Finance transactions in Financial Services.
- Company: Join a fast-growing, ambitious Financial Services Corporate Finance team.
- Benefits: Influential role with leadership exposure and clear career progression.
- Other info: Collaborative environment with opportunities for mentoring and business development.
- Why this job: Make a real impact while working closely with senior leadership.
- Qualifications: Strong Corporate Finance experience and proven track record in mid-market transactions.
The predicted salary is between 70000 - 90000 £ per year.
An exceptional opportunity to join one of the market’s fastest‑growing and most ambitious Financial Services Corporate Finance teams. Our client is seeking an experienced Corporate Finance professional to play a leading role in the continued expansion of its Financial Services practice. Sitting at Associate Director or Director level - with flexibility depending on experience and origination capability - this position offers genuine influence, leadership exposure and a clear platform for long‑term progression.
The team advises an impressive client base across the mid‑market Financial Services landscape, working on a broad range of high‑profile transactions including M&A, fundraising, strategic advisory and capital solutions. With strong momentum in the market and continued investment behind the platform, this represents an outstanding opportunity for an ambitious adviser looking to accelerate their career within a collaborative and entrepreneurial environment.
The Opportunity
You will work closely with senior leadership to help drive the growth of the Financial Services Corporate Finance offering, whilst leading the execution of complex and strategically important transactions. The role combines high‑quality advisory exposure with meaningful client ownership and business development responsibility, making it ideally suited to an individual looking to broaden their impact beyond pure execution.
Key responsibilities include:
- Leading mid‑market M&A and Corporate Finance transactions across the Financial Services sector
- Acting as a trusted adviser to management teams, founders, shareholders and investors
- Building and deepening relationships across the Financial Services market
- Identifying and converting new business opportunities within the sector
- Working closely with Partners on strategic growth initiatives and market expansion
- Leading, mentoring and developing junior members of the team
- Delivering technically strong, commercially focused advice across complex transactions
Candidate Profile:
- Strong Corporate Finance / Lead Advisory experience within the Financial Services sector
- Proven track record executing mid‑market transactions from origination through to completion
- Sector experience across banking, insurance, wealth & asset management, fintech, specialist lending or broader FS markets preferred
- Commercially minded with strong relationship management and business development capability
- Confident operating with senior stakeholders in a client‑facing environment
Associate Director – Lead Advisory (Financial Services) employer: Warner Scott Recruitment
Join a dynamic and rapidly expanding Financial Services Corporate Finance team that values collaboration and entrepreneurial spirit. As an Associate Director, you will enjoy unparalleled opportunities for professional growth, working closely with senior leadership on high-profile transactions while mentoring junior team members. With a strong commitment to employee development and a vibrant work culture, this role offers the chance to make a significant impact in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director – Lead Advisory (Financial Services)
✨Network Like a Pro
Get out there and connect with people in the Financial Services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with someone from the company, make sure to highlight your experience in mid-market transactions and your understanding of the Financial Services landscape. Share specific examples of how you've driven growth or led successful deals to demonstrate your value.
✨Be Ready for the Interview
Prepare for interviews by brushing up on your knowledge of current trends in Financial Services and the specific challenges the company faces. Think about how your skills can help them tackle these issues and be ready to discuss your ideas confidently.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our ambitious team and contributing to our growth.
We think you need these skills to ace Associate Director – Lead Advisory (Financial Services)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Director role. Highlight your Corporate Finance experience, especially in Financial Services, and don’t forget to showcase any successful M&A transactions you've led.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this opportunity and how your background makes you the perfect fit for our team. Be specific about your achievements and how they relate to the role.
Showcase Your Leadership Skills:Since this role involves mentoring and leading junior team members, make sure to highlight any leadership experiences you've had. We want to see how you've influenced others and driven results in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows us you’re keen on joining our collaborative environment!
How to prepare for a job interview at Warner Scott Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on the latest trends and challenges in the Financial Services sector. Understand key players, recent M&A activity, and regulatory changes. This knowledge will help you engage in meaningful conversations and demonstrate your expertise during the interview.
✨Showcase Your Advisory Experience
Prepare to discuss specific examples of your past Corporate Finance transactions. Highlight your role in leading these deals, the challenges you faced, and how you overcame them. This will show your potential employer that you have the hands-on experience they’re looking for.
✨Build Rapport with Interviewers
Since relationship management is crucial in this role, practice building rapport with your interviewers. Be personable, ask insightful questions about their experiences, and show genuine interest in their work. This will help you stand out as a candidate who can connect with clients and stakeholders.
✨Demonstrate Leadership and Mentorship Skills
Be ready to discuss how you've led teams or mentored junior colleagues in previous roles. Share specific instances where your leadership made a difference in project outcomes. This will highlight your capability to take on the Associate Director position and contribute to team growth.
