At a Glance
- Tasks: Lead and coordinate business integrations and cross-functional change projects.
- Company: Fast-growing financial planning and wealth management firm in the Midlands.
- Benefits: Up to £55,000 salary, hybrid work, 23 days leave, and pension contributions.
- Other info: Great career development opportunities in a supportive workplace.
- Why this job: Take ownership of impactful integrations in a dynamic financial environment.
- Qualifications: Experience in financial services, project management, and strong stakeholder skills.
The predicted salary is between 50000 - 55000 £ 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 includes:
- 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:
- 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.
Integration and Projects Manager in Birmingham employer: IDEX Consulting
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 contribute to meaningful change while advancing your career in a thriving environment.
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 integration and project management.
✨Tip Number 3
Practice your stakeholder management skills! Think of examples from your past experiences where you influenced decisions or managed multiple priorities. This will come in handy during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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. Share specific examples of your past experiences that relate to coordinating integrations and managing projects. Let us know how you can contribute to our team!
Showcase Your Stakeholder Management Skills:In this role, you'll be working with various teams and stakeholders. Make sure to highlight your ability to influence and communicate effectively at all levels. We love seeing candidates who can demonstrate strong interpersonal skills and a collaborative approach.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you understand the financial services sector, especially wealth management and financial planning. Brush up on M&A processes and integration strategies, as these will be key topics during your interview.
✨Showcase Your Project Management Skills
Prepare to discuss specific examples of projects you've managed, particularly those involving cross-functional teams. Highlight your ability to develop structured plans and manage multiple workstreams effectively.
✨Stakeholder Management is Key
Be ready to talk about how you've influenced stakeholders at various levels. Think of instances where you've navigated complex relationships and ensured alignment with regulatory standards and client outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their approach to integration and change management, and how they ensure compliance with FCA regulations.
