IFA Integration & Change Lead (Hybrid)

Prestige Recruitment Group; Wilmslow; Hybrid; GBP 38,000 - 40,000; Full time

Job summary

Prestige Recruitment Group is seeking a Financial Services Integration Specialist to lead the integration of newly acquired IFA firms, guiding systems, processes and workflows through change and project work. Based in Wilmslow with hybrid working, the role focuses on onboarding, data validation, training, and delivering smooth integrations for wealth management clients.

You will collaborate with operations, IT and compliance teams, identify gaps, and help optimise the integration process while

Qualifications

• Strong background in IFA, financial planning or wealth management.
• Experience training advisers, paraplanners or administrators.
• Excellent communication and relationship-building skills.
• Strong organisation and attention to detail.
• Confidence to manage change and solve problems.

Responsibilities

• Support the integration of newly acquired IFA firms.
• Lead training on systems, processes, workflows and advice standards.
• Become a key point of contact for operational and system queries.
• Support onboarding, reviews, paraplanning, research and suitability processes.
• Gather, assess and validate client and business data.
• Identify issues, gaps and training requirements.
• Work closely with internal teams to deliver successful integrations.
• Help improve and develop the integration process.

Skills

IFA experience

Wealth management

Intelligent Office

Training advisers

Communication

Organisation

Tools

Intelligent Office

Job description

Prestige Recruitment Group is seeking a Financial Services Integration Specialist to lead the integration of newly acquired IFA firms, guiding systems, processes and workflows through change and project work. Based in Wilmslow with hybrid working, the role focuses on onboarding, data validation, training, and delivering smooth integrations for wealth management clients.

You will collaborate with operations, IT and compliance teams, identify gaps, and help optimise the integration process while