FINEX Mergers & Acquisitions Due Diligence Consultant

The Role

KEY TASKS

CLIENT - Relationship Management

• Seek, develop and maintain strong relationships with external client contacts and other parts of Willis Towers Watson

• Seek opportunities for new business from external and internal client referrals

• Manage communications between the client and the Willis Towers Watson M&A Practice

• Understand the client’s business and project issues, needs and expectations

• Seek to build trusted adviser relationships to generate repeat revenue opportunities across our M&A value proposition.

 

CLIENT - Project Management and Consultancy

The individual will be required to:

• Undertake risk and insurance consulting and due diligence services to clients - including fee and scope evaluation, to execution and delivery of due diligence reporting through to coordinating WTW appointment and placement services. 

• Manage projects effectively, to include leveraging broader WTW country and sector specialists to the benefit of the client.

• Access information from a variety of sources to allow collection / co-ordination of data at the outset of a project;

• Provide quality advice to clients

• Identification and collation of data for inclusion into reports

• Responsible for reviewing key contractual documents and peer diligence reports

• Take ownership of projects, co-ordinating and where appropriate sourcing the core project teams

• Provide proactive and enthusiastic service levels expected from client project teams

• Act as a referral point for the resolution of client queries internally and externally

• Delivery of assessment by means of a formal report, supplemented by calls and / or presentations as required.

 

PROCESS - Procedures/Compliance

• Take responsibility and ownership of the projects for quality and accuracy

• To meet the Willis Towers Watson M&A compliance and administration protocols and requirements including file keeping, accurate reporting of management information, conflict management and confidentiality issues

• Compliance with authorisation sign-offs and protocols

• Working within FCA as required and Willis Towers Watson specific procedures and guidelines

• Maintain time recording individually and ensuring this is done for projects where acting in lead role.

What you’ll bring
•The appointment would suit someone with current M&A insurance due diligence experience that is seeking greater autonomy, recognition and the ability to influence a    growing team.
• Relevant years of retail commercial insurance experience.
• Project management experience.
• Report Writing Experience.
• Presentation skills.
• Sales & business development experience useful.

What we offer
Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer
We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com