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

Job Title: Integration & Operations Coordinator

Location: London (City Office)

Salary: £30,000 - £32,000 - Hybrid & Excellent Benefits

Role Overview

This 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 Responsibilities

• Maintain 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 & Experience

• Experience 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 & Excel)
• Working towards (or willing to pursue) a relevant qualification (e.g. CII)

Personal Attributes

• High integrity and professionalism
• Committed to quality and continuous improvement
• Collaborative and respectful approach

If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.

Contact Sam at Financial Divisions.