Principal Consultant Wealth/Lending

Posted 2 days ago by MERJE Ltd
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MERJE has partnered with a prestigious advisory firm to find a dynamic Principal Consultant to lead and manage advisory engagements, while spearheading business development initiatives. This role is ideal for an experienced professional with a background in lending or wealth management.

Key Responsibilities:

  • Act as an ambassador for the firm across the industry.
  • Lead and manage multiple client projects, including planning, budgeting, and resource allocation.
  • Develop bespoke solutions to meet clients' regulatory and operational needs.
  • Serve as the primary contact for project portfolios, managing client expectations and team tasks.
  • Produce weekly team updates and manage project budgets.
  • Drive business development through thought leadership, proposals, presentations, and client outreach.
  • Provide leadership and direction to a team of senior consultants.
  • Assist in recruiting new team members and represent the firm at industry events.
  • Stay informed about regulatory developments and their impact on client operations.

Skills & Experience:

  • Deep knowledge of the UK financial services sector and FCA regulatory framework.
  • Proven consulting experience, with expertise in lending or wealth management.
  • Alignment with the firm’s values: innovation, passion, engagement, and excellence.
  • Outstanding work ethic and eagerness to learn.
  • Excellent multitasking, organisational skills, and attention to detail.
  • Strong analytical and problem-solving abilities.
  • Ability to manage teams and interact confidently with Board and Executive-level clients.
  • Commercial acumen and creative problem-solving skills.
  • High energy, proactivity, and professionalism.
  • Exceptional communication skills, both written and oral.

This is a unique opportunity to join a leading advisory firm and make an immediate impact. If you have the expertise and drive to excel in this role, apply now and bring your skills to a firm dedicated to delivering excellence in regulatory and operational advisory services.

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.

Reference: 53052473

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