Principal Consultant - Wealth; Square

Overview

Principal Consultant - Wealth (Square
4)

Square 4 is a dynamic and ambitious firm that specialises in providing consulting and resourcing services. We provide tailored advisory support to regulated firms on all governance, risk and compliance related matters and temporary resource to support short term operational challenges. Our mission in supporting firms across a complex and challenging regulatory agenda is to provide an unrivalled level of interaction – service and expertise, helping to protect firms and allowing them to ultimately grow and thrive.

At Square 4, we embody a spirit of innovation, dedication, and excellence in everything we do. We take pride in serving a diverse range of clients, spanning from various segments within the financial services industry such as Retail Banks, Consumer Credit, Life and Pensions, Wealth and Asset Managers, Private Equity, to Utilities and Telecommunications firms. We are a commercial business, but our purpose and values extend beyond top line.

We want our business to be a force for good and are committed to making a difference for our people, our clients, and our communities. We are committed to making a difference for our people, our clients, and our communities and so with a name like Square 4, it was an easy decision to give 4% of our earnings back to charities yearly.

Responsibilities

• The role of Principal Consultant is primarily to lead the management and delivery of advisory engagements to our clients whilst taking a lead role in ‘take to market’ activities and business development.
• Acting as an ambassador for Square 4 across the industry, inside and outside of work.
• Lead, manage and oversee the delivery of multiple client projects, encompassing project planning, budgeting, scheduling, resource allocation and project close down.
• Lead the development of bespoke solutions to enable our clients to meet their regulatory and operational obligations.
• Act as the primary point of contact for a portfolio of projects addressing inquiries, managing client expectations, delegating tasks as needed, reviewing colleagues' work, providing constructive feedback, ensuring accurate invoicing, and facilitating communication regarding project needs such as budget expansions or timeline extensions.
• Compile weekly team updates, focusing on critical project developments.
• Management of project budgets whilst tracking the team's utilisation through Project Works.
• Take a proactive role in business development initiatives, including generating quality thought leadership content, engaging stakeholders, preparing polished proposals, delivering presentations, and actively expanding Square 4's client base through targeted outreach to new clients and leveraging existing relationships for upselling and cross-selling opportunities.
• Provide leadership, line management, and direction to a team of senior consultants (including associate resources where applicable).
• Assist in the recruitment of new team members to support business growth.
• Represent Square 4 at industry events to enhance brand visibility and participate in internal events and training sessions such as client briefings, lunch and learn sessions, and roundtable discussions.
• Stay informed about regulatory developments and understand their potential impact on client operations, ensuring the delivery of relevant and accurate regulatory advisory services.
• Support the Leadership team with the agreed business objectives aligned with our four strategic objectives:
• • Drive Value
  • Grow Nurture & Diversify Talent
  • Build Brand & Advocacy
  • Build a Culture of Entrepreneurship
• You should relish the opportunity to take on immediate responsibility and gain a wide range of experience from day one as part of a fast-growing company.

Core Values, Behaviours and Requirements

You have, and can demonstrate, the following skills and attributes:

• Alignment with our core values:
  Entrepreneurial, Collaborative, Relationship Driven and Committed to Delivery Excellence.
• An outstanding work ethic combined with a desire to learn and grow.
• Fantastic multi-tasking ability, highly organised and great attention to detail.
• Strong analytical and gap analysis ability.
• Ability…