Integration Executive

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Integration Executive

The role is a core function within the Integration Team processing tasks such as assisting 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 our Integration Executive you will be responsible for:

• Analysing and understanding business requirements to create and implement an integration plan for each acquisition
• Liaising with Vendors (both via email and telephone/teams calls) to ensure they are kept up to date with integration plans
• Analysing, interpreting and cleansing data sets from various sources
• Providing support to Senior Managers and the wider business for all acquisition Integration Projects to ensure all projects are efficiently integrated into the business including:
  • • Creation of an integration proposal document
    • 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
• Supporting the delivery of requirements gathering, integration, implementation and training as required
• Building procedure documentation to support the team and wider business
• 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
• Taking 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 idealIntegration Executive:

• 2 – 3 years’ experience of working within a projects, acquisitions or financial services environment
• Ability to meet tight deadlines and be comfortable working independently with minimal guidance
• Proven ability to identify potential issues/anomalies and develop potential solutions
• 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
• Great organisational, project, and time management skills
• Excellent working knowledge of Microsoft Office applications, particularly Excel and Word

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.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.