Clayton Davies Ltd. is seeking an Integration Consultant to support the onboarding of advisory firms into the wider business. You will be the key contact for operational, workflow and system questions, delivering engaging training and ensuring smooth adoption of new processes.
The role requires experience in financial planning operations, client servicing or paraplanning, with strong knowledge of adviser workflows and back-office technology. Intelligent Office familiarity is a plus.
#J-18808-Ljbffr
Integration Consultant – Financial Advisory Onboarding in Manchester 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.
