Integration & Operations Coordinator, London (City Office), £30,000 - £32,000 – Hybrid
other jobs Financial Divisions
Added before 8 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £32,000 per annum
Job Description:
Job Title: Integration & Operations Coordinator
Location: London (City Office)
Salary: £30,000 - £32,000 – Hybrid & Excellent Benefits
Role Overview
This role supports the integration of acquired client banks and advisory firms into the business. You will play a key part in ensuring client data, processes, and communications are transferred accurately and efficiently, while meeting regulatory and internal standards.
Key Responsibilities
*Maintain accurate client records on the CRM system
*Support policy novations, including issuing requests and tracking progress
*Set up and review agency relationships with providers
*Assist with integration projects, including data analysis and reporting
*Prepare reports and updates for senior management
*Coordinate and issue client communications, ensuring full audit trails
*Liaise with internal teams and external providers
*Track key documentation such as Terms of Business
*Identify and escalate risks where appropriate
*Support the closure and transition of acquired firms
Key Skills & Experience
*Experience in financial services administration (IFA/wealth preferred)
*Strong organisation and attention to detail
*Ability to manage multiple tasks and meet deadlines
*Confident communicator across all levels
*Proactive, team-oriented, and able to work independently
*Proficient in Microsoft Office (Word & Excel)
*Working towards (or willing to pursue) a relevant qualification (e.g. CII)
Personal Attributes
*High integrity and professionalism
*Committed to quality and continuous improvement
*Collaborative and respectful approach
If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Location: London (City Office)
Salary: £30,000 - £32,000 – Hybrid & Excellent Benefits
Role Overview
This role supports the integration of acquired client banks and advisory firms into the business. You will play a key part in ensuring client data, processes, and communications are transferred accurately and efficiently, while meeting regulatory and internal standards.
Key Responsibilities
*Maintain accurate client records on the CRM system
*Support policy novations, including issuing requests and tracking progress
*Set up and review agency relationships with providers
*Assist with integration projects, including data analysis and reporting
*Prepare reports and updates for senior management
*Coordinate and issue client communications, ensuring full audit trails
*Liaise with internal teams and external providers
*Track key documentation such as Terms of Business
*Identify and escalate risks where appropriate
*Support the closure and transition of acquired firms
Key Skills & Experience
*Experience in financial services administration (IFA/wealth preferred)
*Strong organisation and attention to detail
*Ability to manage multiple tasks and meet deadlines
*Confident communicator across all levels
*Proactive, team-oriented, and able to work independently
*Proficient in Microsoft Office (Word & Excel)
*Working towards (or willing to pursue) a relevant qualification (e.g. CII)
Personal Attributes
*High integrity and professionalism
*Committed to quality and continuous improvement
*Collaborative and respectful approach
If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Job number 3577701
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Company Details:
Financial Divisions
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