Employee Benefits Transaction Advisory Project Coordinator

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

The jobholder will provide project coordination and administrative support across employee benefits transaction assignments, including M&A due diligence, carve-out reviews and selected post-close projects. The role will maintain project plans, information requests, document control, country follow-up, meeting administration and deadline tracking, enabling the Employee Benefits Transaction Advisory Team to deliver a consistent, responsive and well-controlled service across multiple concurrent engagements.

KEY ACCOUNTABILITIES

Planning and Strategy:

• •Supports mobilisation and planning of employee benefits transaction projects.
• •Maintains the central pipeline, live engagement tracker, project timetables and resource schedules.
• •Coordinates project kick-off activity, access requirements, information requests and contributor responsibilities.
• •Supports the Manager / Lead with capacity planning, management information and regular pipeline reporting.
• •Maintains templates, country contacts, process documents and the transaction knowledge library.
• •Identifies upcoming deadlines, dependencies and administrative risks and brings these to the attention of the relevant project lead.
• •Supports the phased development of a scalable and consistent transaction delivery model.

Technical:

• •Coordinates information requests and tracks receipt of data, documents and country responses.
• •Maintains project plans, action logs, issue trackers, country matrices and status reports.
• •Organises meetings, prepares agendas, captures actions and follows up owners.
• •Manages document naming, filing, version control and controlled distribution of draft and final deliverables.
• •Coordinates routine communication with country offices, specialist teams, introducers and other contributors.
• •Supports preparation, formatting and quality checking of proposals, scopes, reports and client presentations.
• •Monitors country and specialist inputs against the agreed timetable and escalates delays promptly.
• •Assists with project invoicing information, purchase order tracking and maintenance of fee and revenue records.
• •Supports handover of post-close actions and opportunities to the appropriate local, specialist or multinational team.
• •Responds appropriately to urgent requests and changing priorities within live transaction timetables.

Policy, Process and Procedures:

• •Applies approved project-management, document-control, confidentiality and data-handling procedures.
• •Maintains complete engagement files, correspondence, approvals, meeting records and handover information.
• •Uses agreed templates, naming conventions and version-control standards.
• •Supports completion of engagement acceptance, conflict, compliance and delivery-readiness requirements.
• •Monitors outstanding actions and ensures material delays, missing information or scope changes are escalated.
• •Assists with archiving, lessons-learned reviews and updates to procedures following completed engagements.
• •Helps ensure information is only shared with authorised recipients and retained in accordance with applicable requirements.

Environment, Customer Focus and Relationships:

• •Acts as the coordination point for colleagues involved in assigned transaction engagements.
• •Builds effective working relationships with country offices, specialist practices, introducers and internal support teams.
• •Communicates project requirements, responsibilities and deadlines clearly and professionally.
• •Provides country teams with structured instructions and central coordination to minimise unnecessary administrative burden.
• •Behaves with all clients and colleagues fairly and ethically.
• •Supports a consistent client and introducer experience through accurate communication and reliable follow-up.
• •Maintains awareness of the wider Howden business and the teams involved in transaction delivery and post-close servicing.

Personal Development / Team Membership:

• •Supports a positive culture across the Employee Benefits Transaction Advisory Team and participating teams.
• •Contributes to team development through transparency, constructive feedback and knowledge sharing.
• •Upholds required standards of performance, capability and effectiveness.
• •Is accountable to clients, colleagues and other internal and external stakeholders.
• •Actively undertakes personal development to maintain current knowledge of project coordination, employee benefits and transaction processes.

Regulatory, Compliance and Fiduciary Duties:

• •Complies with applicable legal, fiscal and regulatory obligations, policies and procedures.
• •Obtains the correct authorisations and follows Operating Entity and Group processes.
• •Maintains accurate records, handover procedures and required regulatory training.
• •Operates in an honest, professional and ethical manner and adheres to the Group Employee Code of Conduct.
• •Acts in good faith to promote the interests of the Operating Entity and Group, avoids conflicts of interest and discloses matters contrary to those interests.

Working pattern and Location

• •Works flexibly around client demands and live deal timetables, including occasional evening or weekend work; this does not change expected weekly hours overall, as quieter periods between deals will balance peak activity.
• •This is primarily an office-based role, with flexibility to work from home where client requirements, deadlines or out-of-hours work make this appropriate.

Knowledge / Experience

• •Experience in project coordination, professional services administration, employee benefits, insurance, pensions, HR, financial services or a related environment.
• •Experience supporting several concurrent projects with multiple stakeholders and fixed deadlines.
• •Experience maintaining project plans, trackers, meeting records and controlled document libraries.
• •Experience coordinating information requests and following up actions across different teams.
• •Good working knowledge of Microsoft Outlook, Teams, Word, Excel and PowerPoint.
• •Experience supporting client-facing teams and producing accurate, well-presented documents.
• •Exposure to employee benefits, multinational work or M&A transactions desirable but not essential.

Skills / Behaviours

• •Excellent organisation, prioritisation and follow-through.
• •High attention to detail and commitment to accuracy.
• •Clear, concise and professional written and verbal communication.
• •Ability to manage competing deadlines and remain effective when priorities change.
• •Confidence following up senior and geographically dispersed stakeholders.
• •Sound judgement regarding when to resolve an issue and when to escalate.
• •Strong document-management and administrative discipline.
• •Collaborative, service-oriented and comfortable working as part of a developing team.
• •High levels of discretion, integrity and accountability.
• •Calm and resilient approach in time-sensitive transaction environments.

Qualifications

• •A-levels or equivalent required; degree-level education or equivalent relevant experience desirable.
• •Project coordination, business administration or relevant professional qualification advantageous.
• •Relevant experience in professional services, employee benefits, insurance or financial services desirable.

What do we offer in return?

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