Clayton Davies Ltd in the United Kingdom is seeking an Integration Consultant to support newly joined financial planning firms as they merge into the wider group. You will work directly with advisers, paraplanners and admin teams to ensure smooth adoption of systems and processes.
The role focuses on training, data validation, process improvements and managing multiple integration projects, while building strong stakeholder relationships to deliver consistent onboarding across the network.
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Financial Advisory Integration Specialist employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
