M&A Integration Specialist

About the role

An exciting opportunity has arisen for an experienced M&A Integration Specialist to join a growing wealth management business undergoing continued acquisition and expansion. The role is central to the successful onboarding and integration of newly acquired firms, ensuring operational consistency, high‑quality advice delivery, and a smooth transition for advisers and support teams.

Key responsibilities

• Support the Integration Manager in delivering the operational workstream for each acquisition.
• Lead newly acquired firms through the adoption of standardised processes, systems, workflows, research standards, and new business practices.
• Create clear training materials and deliver structured training sessions to advisers and support staff.
• Guide firms through changes to onboarding, reviews, paraplanning, research, and suitability processes.
• Act as a key point of contact for operational and system‑related queries, resolving issues efficiently and escalating where appropriate.
• Gather and assess data from back‑office systems, client files, providers, adviser records, and financial data.
• Review data quality, identify gaps or anomalies, and produce structured assessment reports.
• Clean, standardise, validate, and map incoming data into the central data architecture.
• Identify additional training needs and collaborate with the wider integration team to deliver solutions.
• Continuously refine and improve integration processes and methodologies.

Required profile

• Strong operational background within IFA or wealth management.
• In‑depth understanding of advice processes, back‑office systems, and client service workflows.
• Experience training advisers, paraplanners, or administrative teams.
• Excellent communication and relationship management skills.
• Confident problem‑solver with the ability to manage operational and process challenges.
• Proven ability to manage multiple onboarding or integration projects simultaneously.

Required skills

• Intelligent Office
• Xplan
• Adviser Office
• Curo