Acquisitions & Integrations Manager

  • Location

    City of London, London

  • Sector:

    Wealth Management, Employee Benefits

  • Job type:


  • Salary:

    Up to £70000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Acquisitions & Integrations Manager


Our client is a reputable, National Financial Planning business. With offices across the UK, they are in a prime position to deliver both Investments & Wealth Management services to HNW individuals.


With strong financial backing and plans for ongoing expansion, they are currently in the market to recruit for a new Acquisitions & Integrations Manager to join the organisation, to work alongside the Acquisitions Director.


This will be a London based role with flexibility to work from home along with travel to potential acquisition sites across the country.



  • Research and investigate acquisitions opportunities
  • Perform initial analysis of the quality of potential acquisition and quickly highlight potential risks, hurdles, challenges
  • Communicate and negotiate with third parties and external partners, building trusting, credible relationships
  • Carryout extensive due diligence in preparation for the internal stakeholders to integrate the acquisition into their business groups
  • Create financial business acquisition models
  • Plan, develop and populate the data room in readiness for internal due diligence
  • Develop, own and deliver acquisition and integration project plans liaising with key internal and external stakeholders ensuring key milestones are met
  • Build sustainable relationships with potential acquisitions, demonstrating a high level of competency of the industry and the businesses operational processes
  • In partnership with internal and external stakeholders, review and advise on contracts and legal documentations
  • Manage the expectations of the business experts to achieve the acquisition strategy
  • Drive the client integration experience by liaising with sales and marketing teams to ensure clients from acquired businesses are effectively allocated and integrated into the business through a devised project plan.
  • Ensure effective communication and organisational change management is implemented on projects, involving all stakeholders
  • End to end management of external advisers including contract negotiations and delivery
  • Identify, manage, escalate and mitigate all risks and issues on acquisition projects

Experience and core skills


  • Achieve organisational, operational and personal objectives, whilst demonstrating the businesses values and core competencies
  • Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills
  • Attend seminars, workshops, training courses and any other coaching the businesses management team deem necessary
  • Take action quickly under pressure, can cope with change, inspire others to follow in the pursuit of the values and goals of the business
  • Work under own direction, initiate and generate activity
  • Demonstrate cultural awareness and relate well with a diverse range of people
  • Presents with confidence, engage with audience, responds quickly to the needs of the audience, their reactions and feedback, projects credibility


Skills & Experience

  • Minimum of 3 years M&A experience within the Wealth Management sector
  • Understanding of operational processes, financial products, platforms, DFMs etc within the wealth management sector
  • Experience of negotiating and communicating with principals/directors/owners
  • Development and monitoring of acquisition and integration project plans
  • Proven track record of due diligence, identifying risks, challenges and opportunities
  • Drive and ability to plan, prioritise and manage workloads, working well under pressure, meeting strict deadlines in a changing environment
  • Fast thinking and able to flex between strategic and tactical
  • Understanding of AO/IO systems, with a good knowledge of industry platforms and providers
  • Accountancy qualification or Diploma 4 qualified