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For Companies At a Glance
- Tasks: Lead the integration of advisory firms in a fast-paced environment.
- Company: Join one of the UK's fastest-growing wealth management groups with £5 billion in assets.
- Benefits: Enjoy a competitive salary of £90,000 plus bonuses and flexible work options.
- Why this job: Be part of a dynamic team driving significant growth and change in the financial sector.
- Qualifications: Proven experience in M&A integration within Wealth Management or Financial Planning is essential.
- Other info: No up-to-date CV required to apply!
The predicted salary is between 54000 - 126000 £ per year.
Job Description
Looking to lead integration for one of the UK’s fastest-growing IFA consolidators?
Since their formation, this wealth management group has acquired nearly 60 advisory firms, pushing their assets under management to over £5 billion, with no signs of slowing down.
With a £1 billion in AUM annual growth target, their acquisition appetite and pipeline remains strong.
They’re now looking for a Change Manager to take the lead on end-to-end M&A integration, bringing structure, consistency, and clarity across the entire business as new firms join the group.
This is an ideal role for someone with a proven track record in integration delivery within Wealth Management or Financial Planning, and who thrives in a fast-paced, evolving environment.
Up to £90,000 + bonus.
Interested in learning more? Get in touch.
No up-to-date CV required.
Change Manager (M&A) - Wealth- Lead the end to end integration of advisory firms - £90,000 + bonus employer: Saragossa
Contact Detail:
Saragossa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Change Manager (M&A) - Wealth- Lead the end to end integration of advisory firms - £90,000 + bonus
✨Tip Number 1
Network with professionals in the wealth management and financial planning sectors. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in M&A integration.
✨Tip Number 2
Research the company’s recent acquisitions and their integration strategies. Being knowledgeable about their past deals will help you demonstrate your understanding of their business model during discussions.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience where you successfully led change initiatives. Highlight your ability to bring structure and clarity to complex integration processes.
✨Tip Number 4
Stay updated on regulatory changes and market dynamics affecting the wealth management industry. This knowledge will position you as a well-informed candidate who can navigate challenges effectively.
We think you need these skills to ace Change Manager (M&A) - Wealth- Lead the end to end integration of advisory firms - £90,000 + bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in M&A integration, particularly within Wealth Management or Financial Planning. Use specific examples that demonstrate your ability to lead and deliver successful integrations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company's growth and acquisition strategy. Explain how your skills and experiences align with their needs and how you can contribute to their ambitious targets.
Highlight Relevant Achievements: In both your CV and cover letter, focus on quantifiable achievements from your previous roles. Mention specific projects where you successfully managed change or integration processes, and include metrics to illustrate your impact.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for a Change Manager role.
How to prepare for a job interview at Saragossa
✨Showcase Your M&A Experience
Make sure to highlight your previous experience in mergers and acquisitions, especially within the wealth management sector. Be prepared to discuss specific projects where you successfully led integration efforts and the impact they had on the business.
✨Demonstrate Adaptability
This role requires someone who thrives in a fast-paced environment. Share examples of how you've adapted to change in previous roles and how you managed challenges during integration processes.
✨Emphasise Communication Skills
As a Change Manager, clear communication is key. Prepare to discuss how you ensure all stakeholders are informed and engaged throughout the integration process. Consider sharing strategies you've used to maintain transparency and clarity.
✨Prepare Questions About Company Culture
Understanding the company culture is crucial for a successful integration. Prepare thoughtful questions about how the firm supports new acquisitions and integrates them into their existing structure. This shows your interest in aligning with their values and practices.
