Financial Services Integration Specialist
Location: Wilmslow, Cheshire
Salary: £38,000 - £40,000
Hybrid Working
The Opportunity
Looking to take your IFA experience to the next level?
We’re recruiting for a Financial Services Integration Specialist to play a key role in integrating newly acquired IFA businesses, helping them transition smoothly onto new systems, processes and ways of working.
This is a great opportunity for an experienced Paraplanner, Client Manager or IFA Administrator looking to move away from a traditional role and into integration, change and project work.
What You’ll Do
- Support the integration of newly acquired IFA firms.
- Lead training on systems, processes, workflows and advice standards.
- Become a key point of contact for operational and system queries.
- Support onboarding, reviews, paraplanning, research and suitability processes.
- Gather, assess and validate client and business data.
- Identify issues, gaps and training requirements.
- Work closely with internal teams to deliver successful integrations.
- Help improve and develop the integration process.
What We’re Looking For
You’ll have a strong background in IFA, financial planning or wealth management, with excellent knowledge of operational and advice processes.
You’ll ideally have:
- Strong Intelligent Office experience.
- Experience training advisers, paraplanners or administrators.
- Knowledge of providers and DFMs.
- Excellent communication and relationship-building skills.
- Strong organisation and attention to detail.
- The confidence to manage change and solve problems.
- Experience in onboarding, integration or change would be a bonus.
Why Apply?
This is more than an operational role — it’s an opportunity to use your IFA experience in a new way, gain exposure to Mergers & Acquisitions and play a key role in bringing businesses together.
If you’re an experienced Paraplanner, Client Manager or IFA Administrator ready for your next challenge, we’d love to hear from you.
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Financial Services Integration Specialist in Wilmslow employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team
