Position details
M&A INTEGRATION SPECIALIST
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Wilsmlow
£38000 - £40000 29/01/2026
NJR16408
£38000 - £40000 29/01/2026
NJR16408
DESCRIPTION
M&A Integration Specialist
Location: Wilmslow / Hybrid
Salary: up to £40,000
An exciting opportunity has arisen for an experienced M&A Integration Specialist to join a growing wealth management business undergoing continued acquisition and expansion. This role is central to the successful onboarding and integration of newly acquired firms, ensuring operational consistency, high-quality advice delivery, and a smooth transition for advisers and support teams.
Working closely with the Integration Manager, you will play a hands-on role in embedding systems, processes, and best practice across multiple acquisitions, supporting firms through periods of change with clarity, structure, and confidence.
Skills & Experience
Essential
\" Strong operational background within IFA or wealth management
\" In-depth understanding of advice processes, back-office systems, and client service workflows
\" Experience training advisers, paraplanners, or administrative teams
\" Excellent communication and relationship management skills
\" Confident problem-solver with the ability to manage operational and process challenges
\" Proven ability to manage multiple onboarding or integration projects simultaneously
Desirable
\" Experience using Intelligent Office, Xplan, Adviser Office, or Curo
\" Previous exposure to integration, onboarding, or business change roles
\" Knowledge of FCA expectations relating to advice processes and operational controls
Key Responsibilities
\" Support the Integration Manager in delivering the operational workstream for each acquisition
\" Lead newly acquired firms through the adoption of standardised processes, systems, workflows, research standards, and new business practices
\" Create clear training materials and deliver structured training sessions to advisers and support staff
\" Guide firms through changes to onboarding, reviews, paraplanning, research, and suitability processes
\" Act as a key point of contact for operational and system-related queries, resolving issues efficiently and escalating where appropriate
\" Gather and assess data from back-office systems, client files, providers, adviser records, and financial data
\" Review data quality, identify gaps or anomalies, and produce structured assessment reports
\" Clean, standardise, validate, and map incoming data into the central data architecture
\" Identify additional training needs and collaborate with the wider integration team to deliver solutions
\" Continuously refine and improve integration processes and methodologies
This is a fantastic opportunity for an operational expert within financial services who enjoys variety, problem-solving, and making a tangible impact during periods of growth and transformation.
Apply today via NJR Recruitment or call quoting the reference NJR 16408
Location: Wilmslow / Hybrid
Salary: up to £40,000
An exciting opportunity has arisen for an experienced M&A Integration Specialist to join a growing wealth management business undergoing continued acquisition and expansion. This role is central to the successful onboarding and integration of newly acquired firms, ensuring operational consistency, high-quality advice delivery, and a smooth transition for advisers and support teams.
Working closely with the Integration Manager, you will play a hands-on role in embedding systems, processes, and best practice across multiple acquisitions, supporting firms through periods of change with clarity, structure, and confidence.
Skills & Experience
Essential
\" Strong operational background within IFA or wealth management
\" In-depth understanding of advice processes, back-office systems, and client service workflows
\" Experience training advisers, paraplanners, or administrative teams
\" Excellent communication and relationship management skills
\" Confident problem-solver with the ability to manage operational and process challenges
\" Proven ability to manage multiple onboarding or integration projects simultaneously
Desirable
\" Experience using Intelligent Office, Xplan, Adviser Office, or Curo
\" Previous exposure to integration, onboarding, or business change roles
\" Knowledge of FCA expectations relating to advice processes and operational controls
Key Responsibilities
\" Support the Integration Manager in delivering the operational workstream for each acquisition
\" Lead newly acquired firms through the adoption of standardised processes, systems, workflows, research standards, and new business practices
\" Create clear training materials and deliver structured training sessions to advisers and support staff
\" Guide firms through changes to onboarding, reviews, paraplanning, research, and suitability processes
\" Act as a key point of contact for operational and system-related queries, resolving issues efficiently and escalating where appropriate
\" Gather and assess data from back-office systems, client files, providers, adviser records, and financial data
\" Review data quality, identify gaps or anomalies, and produce structured assessment reports
\" Clean, standardise, validate, and map incoming data into the central data architecture
\" Identify additional training needs and collaborate with the wider integration team to deliver solutions
\" Continuously refine and improve integration processes and methodologies
This is a fantastic opportunity for an operational expert within financial services who enjoys variety, problem-solving, and making a tangible impact during periods of growth and transformation.
Apply today via NJR Recruitment or call quoting the reference NJR 16408
Apply Now
