Integration & Projects Manager

Integration & Projects Manager

Location: Birmingham with travel across the Midlands

Salary: Up to £55,000 depending on experience

Hybrid Working Available

An exciting opportunity has arisen for an experienced Integration & Projects Manager to join a growing financial planning business within its Midlands hub. This role will play a key part in supporting acquisitions, business integrations and cross-functional projects across multiple office locations.

The successful candidate will work closely with advisers, local office teams and central functions to ensure projects and integrations are delivered smoothly, supporting excellent client outcomes, regulatory expectations and business continuity.

The Role

As Integration & Projects Manager, you will take ownership of coordinating integration activity relating to acquisitions, mergers and internal change projects across the business.

You will act as a central point of coordination between stakeholders, ensuring clear communication, strong governance and successful delivery of strategic initiatives while maintaining a client-focused approach.

Key Responsibilities

• Lead and coordinate end-to-end integration projects relating to acquisitions, mergers and internal restructures


• Support pre-integration planning activities, including timelines, risks and dependencies


• Develop and maintain detailed project plans with clear ownership and milestones


• Ensure successful transition of projects into business-as-usual operations


• Lead cross-functional business improvement and operational projects


• Work closely with advisers and office teams to minimise disruption and maintain service continuity


• Coordinate stakeholders across multiple Midlands office locations


• Track project risks, issues and dependencies, implementing mitigation plans where required


• Maintain governance documentation, reporting and project updates for senior leadership


• Support compliance and regulatory requirements throughout all integration activity


• Encourage collaboration, consistency and knowledge-sharing across teams

• Several years’ experience within the Independent Financial Planning industry


• Proven experience delivering integrations, change projects or operational projects


• Experience supporting acquisitions or post-merger integration activity highly desirable


• Strong understanding of FCA-regulated environments and regulatory expectations


• Excellent project management and organisational skills


• Strong stakeholder management and communication abilities


• Able to manage multiple workstreams simultaneously


• Strong problem-solving skills with excellent attention to detail


• Understanding of Consumer Duty principles and their impact on business change


• Proactive, adaptable and able to work collaboratively across teams

• Salary up to £55,000 depending on experience


• Hybrid working with flexibility between home and office


• 23 days holiday plus bank holidays, increasing with service


• Pension scheme with employer contributions


• Group Life Cover


• Income Protection


• Company sick pay following probation


• Employee Assistance Programme


• Financial wellbeing support


• Opportunity to join a growing and evolving business with long-term career prospects

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.

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