Integration Coordinator

Job Title: Integration Coordinator - Exeter, Bath or Plymouth (Remote working available) Salary: £35,000 Benefits: Study support, Hybrid working, Professional development, Free parking, Additional holiday purchase, Annual bonus, Paid professional memberships About the Company An established wealth management practice operating as a flagship regional hub within an expanding national group. Focused on modern technology and operational excellence, the firm combines strong local heritage with the resources and strategic momentum of a major financial services network. Role Summary If you are an experienced wealth client services administrator looking to step away from routine file maintenance, this role offers a clear path into strategic project delivery. You will support practice acquisitions and technological change across a growing group. This provides direct involvement in onboarding new firms while offering the flexibility of remote working. Key Responsibilities Facilitate the operational onboarding and integration of acquired practices and client banks, giving you direct exposure to corporate expansion and high-level project workflows. Manage client novations, account transfers, and system data alignment on Curo, deepening your specialist CRM mastery and technical data coordination skills. Test, pilot, and embed new operational systems and streamlined processes across departments, allowing you to influence business efficiency and establish yourself as a key systems ..... full job details .....