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 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
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