M&A Project Manager

AFH Wealth Management; Bromsgrove; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working & holidays

Annual bonus potential

Pension scheme

Death-in-service benefit

Health & wellbeing resources

Professional development

Job summary

AFH Wealth Management is seeking an M&A Integration Project Manager to drive the seamless integration of acquired businesses. You will lead detailed plans, coordinate with clients, advisers and colleagues, and ensure alignment with strategic goals while maintaining robust governance and timely delivery.

Hybrid working, full-time role based in the UK, offering a competitive package and benefits. You will collaborate across stakeholders, manage risks, and deliver value through effective change

Qualifications

• Proven experience in Project Management with integrations/change management.
• Experience with project metrics reporting and dashboards.
• Ability to meet tight deadlines and work independently.
• Excellent communication and relationship-building abilities.
• Self-starter with initiative and problem-solving skills.
• Ability to motivate diverse stakeholders to deliver projects.
• Strong organization, project, and time management capabilities.
• Knowledge of project management, statistics, analytics, forecasting.

Responsibilities

• Collaborate with stakeholders to integrate acquired businesses aligning with culture and values.
• Create, manage and execute detailed integration plans with end-to-end oversight.
• Engage with acquired businesses and internal teams to gather data.
• Undertake due diligence to ensure a seamless transition.
• Develop processes and playbooks tailored to each acquisition.
• Identify and engage key stakeholders; plan for potential resistance.
• Inform and support communications, aligning with the business case.
• Align changes to ways of working across areas and audiences as required.
• Identify risks and implement mitigation tactics.
• Ensure projects transition effectively into Business As Usual.

Skills

Project management

Change management

Metrics reporting

Dashboards

Stakeholder engagement

Communication skills

Time management

Analytical thinking

Job description

M&A Integration Project Manager

Location: Bromsgrove (B60 4JE)

Contract type: Permanent, hybrid working

Working hours: Full‑time, Monday to Friday, 35 hours per week

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

The purpose of the M&A Integration Project Manager is to oversee the integration of new and previously acquired businesses across the group to achieve AFH’s vision and strategic goals. As a key member of the integration team, you will work collaboratively across clients, advisers and colleagues to integrate high performing businesses, aligning them with our strategic goals.

As a M&A Integration Project Manager your responsiblities are to:

• Collaborating across business stakeholders to integrate acquired businesses, ensuring alignment with our culture and values
• Create, manage and execute detailed integration plans, with oversight of the whole integration process
• Work closely with the acquired business and internal stakeholders to gather information and data
• Undertake due diligence to ensure seamless transition
• Develop processes and playbook, ensuring they are tailored to each acquisition
• Work closely with the acquired business and internal stakeholders to gather information and data
• Identify, segment and analyse critical stakeholders and groups to build an effective stakeholder engagement strategy and plan, including an approach for potential stakeholder resistance
• Inform and support communications throughout the integration, ensuring alignment with the project business case
• Align changes to ways of working resulting from integrations across different business areas and audience groups as required
• Identify and analyse risks and prepare risk mitigation tacticsli>
• Ensure projects have an effective transition into Business As Usual

What we are looking for in our ideal M&A Integration Project Manager:

• Proven experience in Project Management, with a focus on integrations/change management
• Experience with project metrics reporting and dashboards
• Ability to meet tight deadlines and be comfortable working independently with minimal guidance
• Excellent communication skills and a good relationship builder, who is able to support and challenge in a constructive and effective manner
• A self-starter who is able to use their own initiative
• Exceptional ability to solve problems and think analytically
• Ability to work with and motivate a variety of stakeholders to deliver successful projects and initiatives
• Great organisational, project, and time management skills
• Proficiency in project management, statistics, analytics. Knowledge of models and forecasting.

Benefits And Perks At AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.