At a Glance
- Tasks: Lead exciting integrations and projects in a dynamic financial planning environment.
- Company: Join a fast-growing financial planning and wealth management business.
- Benefits: Enjoy hybrid working, generous leave, pension contributions, and career development.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Make a real impact on client outcomes and operational success.
- Qualifications: Experience in financial services and project management is essential.
The predicted salary is between 50000 - 65000 £ per year.
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
- 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
- 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
- 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.
Integration and Projects Manager in Birmingham employer: IDEX Consulting Ltd
Join a dynamic and expanding financial planning and wealth management firm in the Midlands, where you will play a pivotal role as an Integration & Projects Manager. With a strong emphasis on employee growth, this company offers a supportive work culture, hybrid working arrangements, and a comprehensive benefits package including generous annual leave and pension contributions. This is an exceptional opportunity to lead impactful change initiatives while contributing to a client-focused environment that prioritises regulatory standards and operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Integration and Projects Manager in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those involved in wealth management. Attend industry events or webinars to make connections and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its recent M&A activities. Show them you understand their business and how you can help with integrations and projects. Tailor your answers to highlight your relevant experience.
✨Tip Number 3
Don’t just wait for job postings! Reach out directly to companies you’re interested in, even if they’re not advertising for an Integration & Projects Manager. Express your interest and share how you can add value to their team.
✨Tip Number 4
Use our website to apply! It’s super easy and ensures your application gets seen by the right people. Plus, we’re here to support you throughout the process, so don’t hesitate to reach out with any questions.
We think you need these skills to ace Integration and Projects Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Integration & Projects Manager. Highlight your experience in financial services, project management, and any M&A activity you've been involved in. We want to see how your skills align with 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 the perfect fit for this role. Mention specific projects you've led or coordinated that relate to business integrations and change management. We love a good story!
Showcase Your Stakeholder Management Skills:In your application, emphasise your ability to manage and influence stakeholders at all levels. Share examples of how you've successfully navigated complex relationships in previous roles. This is key for us in ensuring smooth integrations!
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don't miss out on this opportunity!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially wealth management and financial planning. Understand the company's recent M&A activities and how they align with their business goals. This will show that you're genuinely interested and prepared.
✨Showcase Your Project Management Skills
Be ready to discuss your experience in project management and operational delivery. Prepare specific examples of how you've successfully led integrations or change projects in the past, focusing on your ability to manage timelines, risks, and stakeholder expectations.
✨Communicate Clearly
Since this role involves a lot of coordination across teams, practice articulating your thoughts clearly and concisely. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing past experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's integration strategies and how they measure success in their projects. This not only shows your interest but also helps you gauge if the company culture aligns with your values and work style.
