IDEX Consulting Ltd
Operations Manager - Integration Division
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Financial Service Operations Manager - Integration Division
An opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
We are looking for an Financial Service Operations Team Manager who wishes to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working and in return, you will receive a competitive salary and range of benefits.
The purpose of the Team Manager is to lead the planning, coordination, and execution of post-acquisition integration activities, ensuring that strategic, operational, and financial objectives are achieved. This role blends cross functional leadership, strong analytical capability, and people management.
The manager oversees an integration team responsible for driving workstreams, analysing data, and ensuring seamless alignment across the business. The ideal candidate is a strategic thinker and hands on operator who thrives in fast moving environments.
As a Financial Services Operations Manager you will:
- Build comprehensive integration plans aligned with deal terms and organisational priorities
- Undertake due diligence to assess integration complexity, data readiness, and identify potential risks
- Lead, mentor, and develop an integration team responsible for workstream execution, data analysis, and project coordination.
- Guide the team in analysing client, financial and operational data to validate assumptions and support decision-making
- Develop and manage end to end integration plans aligned with BAU operations processes
- Translate complex data into workable data sets with clear insights and recommendations for executive leadership.
- Monitor progress against integration plans, proactively identifying risks and implementing mitigation strategies.
- Introduce data driven methodologies to improve integration speed, quality, and predictability.
- Any other reasonable request made by a Director/Manager of the organisation
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What we are looking for in our Ideal Financial Services Operations Team Manager:
- Strong analytical skills with proficiency in tools such as Excel, Power BI, and other MS applications
- Ability to analyse, cleanse and interpret complex data sets and communicate insights clearly.
- Proven experience managing and developing a team.
- Comfortable working in fast-paced, changing environments.
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Benefits and Perks
- 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 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.
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