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About the Role

The WTW M&A Practice provides advice and insurance placement services to investor clients, with a focus on pre-acquisition and pre-disposal insurance due diligence. This role involves managing projects and providing consultancy services related to risk and insurance due diligence for clients.

Responsibilities

• Source and undertake project management and consultancy work in the provision of risk and insurance due diligence services.
• 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 client business and project issues, needs, and expectations.
• Build trusted advisor relationships to generate repeat revenue opportunities.
• Undertake risk and insurance consulting and due diligence services, including fee and scope evaluation, execution, and delivery of due diligence reporting.
• Coordinate WTW appointment and placement services.
• Manage projects effectively, leveraging broader WTW specialists for client benefit.
• Access information from various sources for data collection and coordination at the project outset.
• Provide quality advice to clients.
• Identify and collate data for inclusion in reports.
• Review key contractual documents and peer diligence reports.
• Take ownership of projects, coordinating and sourcing core project teams.
• Provide proactive and enthusiastic service levels.
• Act as a referral point for resolving client queries internally and externally.
• Deliver assessments via formal reports, supplemented by calls and/or presentations.
• Take responsibility and ownership for project quality and accuracy.
• Meet WTW M&A compliance and administration protocols, including file keeping, management information reporting, conflict management, and confidentiality.
• Ensure compliance with authorization sign-offs and protocols.
• Work within FCA requirements and WTW specific procedures and guidelines.
• Maintain individual time recording and ensure project time recording is completed when acting in a lead role.

Requirements

• Experience in risk and insurance due diligence services.
• Experience in project management and consultancy.
• Ability to develop and maintain strong client relationships.
• Ability to manage communications effectively.
• Understanding of client business needs and expectations.
• Ability to build trusted advisor relationships.
• Experience in fee and scope evaluation.
• Experience in execution and delivery of due diligence reporting.
• Ability to coordinate services.
• Ability to manage projects effectively.
• Ability to leverage specialists for client benefit.
• Ability to access information from various sources.
• Ability to provide quality advice.
• Ability to identify and collate data.
• Ability to review contractual documents and peer diligence reports.
• Ability to take ownership of projects and coordinate teams.
• Ability to provide proactive service.
• Ability to act as a referral point for query resolution.
• Ability to deliver formal reports and presentations.
• Responsibility and ownership for quality and accuracy.
• Compliance with administration protocols.
• Understanding of conflict management and confidentiality.
• Compliance with authorization sign-offs.
• Working within FCA requirements and WTW procedures.
• Maintain time recording.

Skills

• Risk assessment
• Insurance due diligence
• Project management
• Consultancy
• Relationship management
• Business development
• Client communication
• Data analysis
• Report writing
• Contract review
• Team coordination
• Problem-solving
• Time management

About the Company

• The WTW M&A Practice specializes in the provision of advice and insurance placement services to our investor clients.
• Our Due Diligence Advisory team focuses on the provision of pre-acquisition and pre-disposal insurance due diligence services, advising clients on the insurance and risk profile of companies they are seeking to acquire or dispose of.