Job description
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
You will be responsible for:
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
The successful candidate will have:
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.
To apply or find out more, contact Ellie Sedgwick at IDEX Consulting or submit your CV today.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
