Description:
To source and undertake project management and consultancy work in the provision of risk and insurance due diligence services for the WTW M&A Practice clients
CLIENT - Relationship Management
- Seek, develop and maintain strong relationships with external client contacts and other parts of WTW
- Seek opportunities for new business from external and internal client referrals
- Manage communications between the client and the WTW 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 WTW 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 WTW specific procedures and guidelines
- Maintain time recording individually and ensuring this is done for projects where acting in lead role.
Qualifications
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.