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IDEX Consulting Ltd Logo IDEX Consulting Ltd · Finance

Integration and Projects Manager

United Kingdom, Birmingham 50000.00 - 55000.00 GBP / Year · Job Posted June 01, 2026
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Job Description

We are working with a growing, acquisitive financial planning and wealth management business who are looking to appoint an Integration & Projects Manager to join their Midlands hub. This is a key role responsible for coordinating the delivery of business integrations, including M&A activity, as well as wider cross-functional change projects across the region. The position plays a central part in ensuring that change is delivered smoothly across advisers, office teams and central functions, with a strong focus on client outcomes, regulatory standards and operational continuity.

Job Responsibility

  • Leading and coordinating end-to-end business integrations, acquisitions and internal restructures
  • Supporting pre-integration planning with senior stakeholders, including timelines, risks and dependencies
  • Developing and maintaining structured integration plans with clear milestones and ownership
  • Overseeing post-integration activity and transition into business-as-usual operations
  • Managing cross-functional projects across adviser, client service and operations teams
  • Acting as a central coordination point across multiple Midlands locations
  • Monitoring progress, risks and issues, escalating where appropriate
  • Ensuring all integration and project activity aligns with FCA regulatory expectations and Consumer Duty principles
  • Providing clear updates and reporting to senior leadership

Requirements

  • Experience within financial services, ideally wealth management or financial planning
  • A background in project management, business change or operational delivery
  • Exposure to M&A or integration activity, ideally within a regulated environment
  • Strong stakeholder management skills with the ability to influence at all levels
  • Excellent organisational and communication skills
  • The ability to manage multiple workstreams and priorities simultaneously

What we offer

  • Hybrid working arrangement
  • 23 days annual leave plus bank holidays, increasing with service
  • Employer pension contribution of 3%
  • Life assurance at 4x salary
  • Income protection
  • Employee assistance programme
  • Financial wellbeing support
  • Genuine long-term career development within a growing business
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