AFH Wealth Management
Operational Integration and MI Manager
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Location: Bromsgrove Head Office with hybrid working - 2 days WFH
Contract type: Permanent
Hours: Full-time, 35 hours per week
This is an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long-term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
The role:
The Operational Integration and MI Manager is responsible for supporting the integration of acquisitions into operational teams, ensuring integration activities are effectively tracked, implemented and embedded. The role also drives operational process improvements and leads the development of management information (MI) and reporting to provide meaningful insights that support performance management, risk oversight, business change and informed decision-making across the organisation.
As our Operational Integration and MI Manager, you will typically:
- Lead on operational integration of acquisitions with regard to due diligence reviews, operational processes and operational alignment.
- Review relevant Due Diligence documents for acquisitions, providing appropriate challenge and following up on activities.
- Lead operational discovery activity for acquisitions, including attending discovery days.
- Lead on operational alignment into AFH for acquisitions. Work collaboratively with operational leaders and subject matter experts to embed consistent processes following acquisitions.
- Lead the creation, development and ongoing review of management information, ensuring MI is accurate, relevant, timely and aligned to business needs.
- Analyse operational MI to identify trends, performance issues, risks and opportunities for service, efficiency and control improvements.
- Produce clear reporting and insight for senior stakeholders to support decision making, prioritisation and performance management.
- Review existing operational processes, procedures and controls to identify risks, gaps, duplication and opportunities for improvement.
- Translate findings into action plans, working with relevant departments as the operational SME to implement required improvements to operational processes.
- Coordinate regular reviews of operational processes to ensure they remain effective, compliant and fit for purpose.
- Drive continuous improvement initiatives across operational teams, ensuring changes are clearly documented, communicated and embedded.
- Maintain strong relationships with internal stakeholders across Operations, Compliance, Risk, Technology and the Business Change team, ensuring process impacts, change activity and improvement opportunities are clearly understood and coordinated.
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What we are looking for in our ideal Operational Integration and MI Manager:
- Experience working in operational management and / or business change
- Strong understanding of operational processes, controls and governance
- Confident in gathering information, mapping processes and identifying practical improvement opportunities
- Strong analytical skills with the ability to interpret MI, identify trends and present insight clearly
- Excellent stakeholder management skills, with the ability to work across teams and influence at different levels
- Strong planning and organisational skills, with the ability to manage multiple priorities and deliver to deadlines.
- Clear written and verbal communication skills, including the ability to produce concise reports, updates and recommendations.
- High attention to detail and a structured approach to documentation, follow-up and benefits tracking.
What AFH can offer - Perks & Benefits:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Pension - We offer a contributory pension scheme with Royal London, as well as death-in-service benefit.
- Loyalty Bonus Scheme - AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- 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.
- 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.
- Salary sacrifice schemes - Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.
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To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy please contact the People Resourcing Team on recruitment@afhgroup.com.
We look forward to hearing from you!
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