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- Tasks: Support M&A integration by coordinating tasks and maintaining documentation for smooth onboarding.
- Company: Join a growing financial services group with a focus on acquisitions.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Gain valuable experience in M&A and business integration while working in a dynamic environment.
- Qualifications: Admin or operations experience in wealth management; strong organisational skills required.
- Other info: Perfect for those looking to kickstart their career in finance and acquisitions.
The predicted salary is between 24000 - 36000 £ per year.
Our client is a growing financial services group who are looking for an organised and proactive M&A Integration Assistant professional to help onboard newly acquired firms. This position is ideal for someone currently working in an administrative or operational role within a wealth management firm who wants to gain exposure to acquisitions and business integration.
You will support the integration team with coordination, admin, and data tasks to ensure smooth transitions during firm onboarding. You will maintain integration checklists, trackers, and documentation to ensure progress is accurately recorded, assist with HR onboarding activities, and help prepare data and materials for internal teams.
Role & Responsibilities:- Coordinate meetings, training sessions, and information requests
- Prepare and distribute templates, guides, and onboarding materials
- Log and route incoming queries
- Support HR with induction tasks and employee information collection
- Gather and check data from acquired firms
- Assist with basic system queries and escalate issues where needed
- Admin or operations experience within a wealth management firm
- Strong organisation and attention to detail
- Experience with systems like Intelligent Office, Xplan, Adviser Office, or Curo would be beneficial
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
M&A Integration Assistant in Manchester employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land M&A Integration Assistant in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for M&A roles. You never know who might have the inside scoop on opportunities or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of M&A processes and integration strategies. We recommend practising common interview questions and having examples ready that showcase your organisational skills and attention to detail.
✨Tip Number 3
Don’t just apply anywhere—focus on companies that align with your career goals. Use our website to find roles that excite you, and tailor your approach to each one. Show them why you’re the perfect fit for their team!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight your relevant skills.
We think you need these skills to ace M&A Integration Assistant in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the M&A Integration Assistant role. Highlight your admin or operations experience in wealth management and any relevant systems you've used. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background makes you a great fit. Be sure to mention your organisational skills and attention to detail, as these are key for us.
Showcase Relevant Experience: In your application, don’t forget to showcase any experience you have with onboarding processes or data management. We love seeing examples of how you've supported teams in the past, so share those stories!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It helps us keep everything organised and ensures your application gets to the right people quickly. Good luck!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you understand the basics of M&A and how integration works. Brush up on your knowledge of the financial services sector, especially wealth management. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Since the role requires strong organisation, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep track of details and ensure nothing falls through the cracks.
✨Prepare for Common Questions
Think about the types of questions you might be asked, such as how you handle tight deadlines or manage conflicting priorities. Practise your answers, focusing on specific examples that highlight your skills and experience relevant to the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This could be about the integration process, team dynamics, or what success looks like in this role. It shows you're engaged and eager to learn more about the company and position.
