Integration and Projects Manager

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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