Integration & Projects Manager

About the role

An exciting opportunity has arisen for an experienced Integration & Projects Manager to join a growing financial planning business in Birmingham, supporting acquisitions, business integrations and cross‑functional projects across the Midlands.

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 integration activities.
• Encourage collaboration, consistency and knowledge‑sharing across teams.

Required profile

• 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.
• Ability to manage multiple workstreams simultaneously.
• Strong problem‑solving skills.

Required skills