Integration Consultant

Clayton Davies Ltd; Manchester; On-site; GBP 55,000 - 75,000; Full time

Job summary

Clayton Davies Ltd. is seeking an Integration Consultant to support the onboarding of advisory firms into the wider business. You will be the key contact for operational, workflow and system questions, delivering engaging training and ensuring smooth adoption of new processes.

The role requires experience in financial planning operations, client servicing or paraplanning, with strong knowledge of adviser workflows and back-office technology. Intelligent Office familiarity is a plus.

Qualifications

• Experience in financial planning operations and client servicing.
• Knowledge of adviser workflows and back-office technology.
• Desirable familiarity with Intelligent Office software.

Responsibilities

• Support onboarding of advisory firms into the wider business.
• Serve as main point of contact for operational, workflow and system queries.
• Deliver training sessions and create user-friendly support materials.
• Assist advisers and support teams to adopt new processes and ways of working.
• Review business data to identify inconsistencies and improvement opportunities.
• Help migrate and validate information across systems and platforms.
• Build relationships with stakeholders at all levels for a positive integration experience.
• Collaborate with internal teams to enhance onboarding methodologies.
• Identify operational risks and propose solutions for implementation.
• Contribute to multiple integration projects while maintaining delivery standards.

Skills

Client servicing

Paraplanning

Workflow optimization

Training delivery

Stakeholder management

Financial planning operations

Tools

Intelligent Office

Job description

We're partnering with a rapidly expanding financial planning group that's acquiring and integrating high-quality advisory businesses across the UK. With ambitious growth plans and significant investment behind the business, this is an exciting opportunity for someone who enjoys working closely with advisers, improving processes, and driving positive change.

As an Integration Consultant, you'll play a central role in supporting newly joined firms as they transition into the wider group. You'll work directly with advisers, paraplanners, administrators and management teams to ensure a smooth adoption of systems, processes and best practices.

This is an excellent opportunity for an experienced Client Manager, Paraplanner or Operations professional looking to move into a broader, more strategic role.

Role & Responsibilities:

• Support the successful onboarding of advisory firms into the wider business.
• Act as a key point of contact for operational, workflow and system-related queries.
• Deliver engaging training sessions and create user-friendly support materials.
• Help advisers and support teams adopt new processes and ways of working.
• Review and analyse business data to identify inconsistencies, gaps and opportunities for improvement.
• Assist with migrating and validating information across different systems and platforms.
• Build strong relationships with stakeholders at all levels, ensuring a positive integration experience.
• Work closely with internal teams to continuously enhance onboarding and transition methodologies.
• Identify operational risks, recommend solutions and support their implementation.
• Contribute to multiple integration projects simultaneously while maintaining high standards of delivery.

Do you have the following to apply?

• A background in financial planning operations, client servicing, paraplanning or practice management.
• Strong knowledge of adviser workflows and back-office technology.
• Good understanding of Intelligent Office would be desirable.

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.