About

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 requestsPrepare and distribute templates, guides, and onboarding materialsLog and route incoming queriesSupport HR with induction tasks and employee information collectionGather and check data from acquired firmsAssist with basic system queries and escalate issues where neededDo you have the following to apply? Admin or operations experience within a wealth management firmStrong organisation and attention to detailExperience with systems like Intelligent Office, Xplan, Adviser Office, or Curo would be beneficialDue 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.