At a Glance
- Tasks: Lead the integration of advice firms and ensure smooth transitions for clients and advisers.
- Company: Join a dynamic Partnership focused on growth and seamless onboarding experiences.
- Benefits: Competitive salary, bonus scheme, pension contributions, and extensive holiday options.
- Other info: Hybrid work model with a supportive culture that values diversity and inclusion.
- Why this job: Make a real impact in the financial services sector while developing your career.
- Qualifications: Experience in financial services with strong project management and communication skills.
The predicted salary is between 75000 - 75000 £ per year.
Play a key role in the growth of our Partnership by leading the diligence, assessment, and integration of advice firms. Acting as a day‑to‑day lead across selected transactions, you will ensure that acquired client books and firms are transitioned smoothly, compliantly, and with minimal disruption to both clients and advisers. This role is central to delivering a seamless onboarding experience, supporting our adviser lifecycle strategy and helping set firms up for long‑term success within the Partnership.
Responsibilities
- Deliver detailed operational, financial, and client book analysis on acquisition targets, including adviser and client data insights.
- Coordinate day‑to‑day data collection and validation from target firms, ensuring accuracy and completeness.
- Support the production of diligence reports, risk assessments, and financial models to inform decision‑making.
- Assist with planning and execution of integration activities across operations, technology, client transitions, and compliance.
- Track integration progress, manage stakeholder updates, and ensure timely delivery of key milestones.
- Provide wider analytical support, including investment evaluation, market analysis, and business case development for acquired businesses.
Qualifications
- Strong experience within intermediated/retail financial services, with a focus on acquisitions, diligence, integration, and project delivery.
- Good understanding of the UK financial advice market, including FCA regulation, adviser models, and client servicing frameworks.
- Able to assess commercial performance, identify risks, and recommend appropriate mitigations.
- Confident communicator with the ability to influence and engage stakeholders at all levels.
- Strong project and stakeholder management skills, with the ability to manage complex integrations and competing priorities.
- Proactive and adaptable team player with excellent interpersonal skills, high emotional intelligence, and the ability to take ownership and drive outcomes.
Hybrid work arrangement: this role involves 3 days a week on‑site in the Swindon office. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.
Benefits
- Salary up to £75,000.
- Bonus scheme – on target bonus up to 15%.
- Pension scheme – contribute up to 5% of your salary. Openwork will match and add an extra 5%.
- Critical illness cover.
- Income protection.
- Death in service – 4× salary.
- 27 days holiday + bank holidays, with the option to buy up to an additional 10 days.
- Private medical insurance, dental insurance, and other flexible benefits.
Integration and Diligence Associate in Swindon employer: The Openwork Partnership
Join a dynamic and supportive team at our Swindon office, where we prioritise employee growth and well-being. As an Integration and Diligence Associate, you will benefit from a competitive salary, generous bonus scheme, and comprehensive health coverage, all while working in a hybrid environment that fosters collaboration and innovation. Our inclusive work culture encourages every individual to make a meaningful impact, ensuring that your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Integration and Diligence Associate in Swindon
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out and show that you're genuinely interested in being part of the team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences make you the perfect fit for the Integration and Diligence Associate role. Tailor your examples to highlight your project management and stakeholder engagement abilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our awesome team.
We think you need these skills to ace Integration and Diligence Associate in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Integration and Diligence Associate role. Highlight your experience in financial services, especially around acquisitions and integrations. 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 passionate about this role and how your background makes you a perfect fit. Don’t forget to mention specific experiences that relate to the job description.
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to showcase your analytical skills in your application. Provide examples of how you've successfully handled data collection, risk assessments, or financial modelling in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK financial advice market, especially FCA regulations and adviser models. Being able to discuss these topics confidently will show that you're not just familiar with the industry but also ready to dive into the role.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with operational and financial analysis. Bring examples of how you've assessed acquisition targets or managed data collection in previous roles. This will demonstrate your ability to deliver detailed insights, which is crucial for the position.
✨Communicate Effectively
Practice articulating your thoughts clearly and concisely. Since this role involves engaging with stakeholders at all levels, being a confident communicator will set you apart. Think about how you can influence and engage others during the interview.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific integration challenges or stakeholder management scenarios. Prepare some examples from your past experiences where you successfully navigated complex situations, showcasing your proactive and adaptable nature.
