Integration Coordinator

Benefits: Study support, Hybrid working, Professional development, Free parking, Additional holiday purchase, Annual bonus, Paid professional memberships, * Facilitate the operational onboarding and integration of acquired practices and client banks, giving you direct exposure to corporate expansion and high-level project workflows.

• Manage client novations, account transfers, and system data alignment on Curo, deepening your specialist CRM mastery and technical data coordination skills.
• Test, pilot, and embed new operational systems and streamlined processes across departments, allowing you to influence business efficiency and establish yourself as a key systems champion.
• Coordinate cross-functional project trackers, follow-up actions, and stakeholder communication, developing your project management capabilities and executive visibility across the wider group.

• Client support or administrative background gained within a wealth management or independent financial advisory environment.
• Strong working proficiency with Curo software and an active interest in systems, processes, and data migration.
• Working knowledge of core wealth operational processes, including client onboarding, transfer documentation, and novations.
• High level of organisation, confident communication skills, and proficiency across standard Microsoft Office applications.

An established wealth management practice operating as a flagship regional hub within an expanding national group. Focused on modern technology and operational excellence, the firm combines strong local heritage with the resources and strategic momentum of a major financial services network.