Senior Integration Executive

AFH Wealth Management; Bromsgrove; Hybrid; GBP 36,000 - 54,000; Full time

Benefits offered by this job

Flexible working & holidays

Pension

Bonus scheme

Health and wellbeing

Professional development

Social perks

Job summary

AFH Wealth Management is seeking a Senior Integration Executive to drive the smooth integration of new and acquired businesses across the group. This full-time role focuses on project planning, stakeholder engagement, and ensuring alignment with our Target Operating Model.

You will liaise with vendors, analyse data from diverse sources, and support training and implementation while upholding high professional standards in a hybrid working environment across the UK.

Qualifications

• 2–3 years’ experience in project, acquisitions or financial services.
• Able to meet tight deadlines and work independently.
• Excellent communication and relationship-building skills.
• Strong problem solving and analytical thinking.

Responsibilities

• Analyse and understand business requirements to create an integration plan for each acquisition.
• Liaise with Vendors and update them on progress.
• Analyse, interpret and cleanse data sets from various sources.
• Provide support to Senior Managers for acquisition integration projects.
• Create integration proposal documents and identify misalignments with Target Operating Model.
• Oversee operational matters across the wider business to ensure completion.
• Assist with training, requirements gathering, and implementation.
• Be the point of contact for technical knowledge within the team.
• Define and review training, standards and processes to ensure high standards.
• Take a flexible approach and support ad hoc responsibilities.
• Any other reasonable request from Director/Manager.

Skills

Project experience

acquisitions experience

Communication skills

Analytical thinking

Self-starter

Tools

Excel

Teams

Word

PowerPoint

Job description

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 Senior Integration Executive is to assist with the integration of new and previously acquired businesses across the group to ensure all company acquisition projects are integrated smoothly into the AFH Group.

As a Senior Integration Executive your responsiblities are to:

• Analyse and understand business requirements to create and implement an integration plan for each acquisition
• Liaise with Vendors and updating them on progress of Integration
• Analyse, interpret and cleanse data sets from various sources
• Provide support to Senior Managers and the wider business for all acquisition Integration Projects to ensure all projects are efficiently integrated into the business including:
• Creating of integration proposal documents
• Identifying any key areas that do not align with the businesses Target Operating Model and working with key stakeholders to develop potential solutions
• Oversight of Operational matters across the wider business to ensure all areas have been completed
• Assist with providing visible oversight to the wider business for all acquisitions
• Support the delivery of requirements gathering, integration, implementation and training as required
• Be the point of contact for other team members for technical knowledge
• To define, implement and review the required training, standards, processes and other attributes to ensure the highest professional standards are maintained and projects are implemented on time
• Take a flexible approach to work, actively engaging in ad hoc responsibilities to support the wider delivery of each integrating acquisition
• Any other reasonable request made by a Director/Manager of the organisation

What we are looking for in our ideal Senior Integration Executive:

• 2-3 years’ experience of working within a project, acquisitions or financial services environment
• Ability to meet tight deadlines and be comfortable working independently
• Proven ability to identify potential issues/anomalies and develop potential solutions
• Excellent communication skills and a good relationship builder, support and challenge in a constructive and effective manner
• A self-starter who can use their own initiative
• Exceptional ability to solve problems and think analytically
• Great organisational, project and time management skills
• Excellent working knowledge of Microsoft Office applications, including Teams, Excel, Word and PowerPoint

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.