Finex Mergers

2 weeks ago


London, United Kingdom WTW Full time

**The Role**

**JOB PURPOSE**
To source and undertake project management and consultancy work in the provision of risk and insurance due diligence services for the Willis Towers Watson M&A Practice clients.

**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.

**EXPERIENCE**
- 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.

**At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity


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