Our client is a growing financial services group who are looking for an organised and proactive M&A Integration Assistant professional to help onboard newly acquired firms. This position is ideal for someone currently working in an administrative or operational role within a wealth management firm who wants to gain exposure to acquisitions and business integration.


You’ll support the integration team with coordination, admin, and data tasks to ensure smooth transitions during firm onboarding. You’ll maintain integration checklists, trackers, and documentation to ensure progress is accurately recorded, assist with HR onboarding activities, and help prepare data and materials for internal teams.


Role & Responsibilities:


*Coordinate meetings, training sessions, and information requests
*Prepare and distribute templates, guides, and onboarding materials
*Log and route incoming queries
*Support HR with induction tasks and employee information collection
*Gather and check data from acquired firms
*Assist with basic system queries and escalate issues where needed


Do you have the following to apply?


*Admin or operations experience within a wealth management firm
*Strong organisation and attention to detail
*Experience with systems like Intelligent Office, Xplan, Adviser Office, or Curo would be beneficial
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.


Clayton Davies is acting as an employment agency on behalf of our client.