Finex Mergers - London, United Kingdom - WTW
Description
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 / coordination 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, coordinating 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 signoffs 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.
More jobs from WTW
-
Placement Broker
Manchester, United Kingdom - 3 weeks ago
-
P&C Pricing Consultant
London, United Kingdom - 1 week ago
-
Service Asset and Configuration Management Director
London, United Kingdom - 1 day ago
-
Senior Associate
Welwyn Garden City, United Kingdom - 2 weeks ago
-
Senior Associate
City of London, United Kingdom - 3 weeks ago
-
Compliance Analyst
Ipswich, United Kingdom - 1 day ago