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Permanent

Integration and Operations Coordinator, London (City Office), £30,000 - £32,000 - Hybrid

London
money-bag 30000.00-30000.00 Annual
3089369454
Posted Yesterday

Job Title: Integration and Operations CoordinatorLocation: London (City Office)Salary: £30,000 - £32,000 - Hybrid and Excellent Benefits Role OverviewThis role supports the integration of acquired client banks and advisory firms into the business. You will play a key part in ensuring client data, processes, and communications are transferred accurately and efficiently, while meeting regulatory and internal standards.Key ResponsibilitiesMaintain accurate client records on the CRM system Support policy novations, including issuing requests and tracking progress Set up and review agency relationships with providers Assist with integration projects, including data analysis and reporting Prepare reports and updates for senior management Coordinate and issue client communications, ensuring full audit trails Liaise with internal teams and external providers Track key documentation such as Terms of Business Identify and escalate risks where appropriate Support the closure and transition of acquired firms Key Skills and ExperienceExperience in financial services administration (IFA/wealth preferred) Strong organisation and attention to detail Ability to manage multiple tasks and meet deadlines Confident communicator across all levels Proactive, team-oriented, and able to work independently Proficient in Microsoft Office (Word and Excel) Working towards (or willing to pursue) a relevant qualification (e.g. CII) Personal AttributesHigh integrity and professionalism Committed to quality

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