Integration Coordinator
- Hiring Organisation
- Capio Recruitment Financial Planning
- Location
- Exeter, Devon, United Kingdom
- Employment Type
- Full-Time
- Salary
- £32,000 - £35,000 per annum
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 … 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 ...