We are working with a growing, acquisitive financial planning and wealth management business who are looking to appoint an Integration & Projects Manager to join their Midlands hub. This is a key role responsible for coordinating the delivery of business integrations, including M&A activity, as well as wider cross-functional change projects across the region. The position plays a central part in ensuring that change is delivered smoothly across advisers, office teams and central functions, with a strong focus on client outcomes, regulatory standards and operational continuity.
The role
- Leading and coordinating end-to-end business integrations, acquisitions and internal restructures
- Supporting pre-integration planning with senior stakeholders, including timelines, risks and dependencies
- Developing and maintaining structured integration plans with clear milestones and ownership
- Overseeing post-integration activity and transition into business-as-usual operations
- Managing cross-functional projects across adviser, client service and operations teams
- Acting as a central coordination point across multiple Midlands locations
- Monitoring progress, risks and issues, escalating where appropriate
- Ensuring all integration and project activity aligns with FCA regulatory expectations and Consumer Duty principles
- Providing clear updates and reporting to senior leadership
About you
- Experience within financial services, ideally wealth management or financial planning
- A background in project management, business change or operational delivery
- Exposure to M&A or integration activity, ideally within a regulated environment
- Strong stakeholder management skills with the ability to influence at all levels
- Excellent organisational and communication skills
- The ability to manage multiple workstreams and priorities simultaneously
What’s on offer
- Salary up to £55,000 depending on experience
- Hybrid working arrangement
- 23 days annual leave plus bank holidays, increasing with service
- Employer pension contribution of 3%
- Life assurance at 4x salary
- Income protection
- Employee assistance programme
- Financial wellbeing support
- Genuine long-term career development within a growing business
This is an excellent opportunity for someone looking to take ownership of integration and change delivery within a fast-growing financial planning business.
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