Acquisition Novation Manager - Hybrid

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Acquisition Novation Manager - Hybrid (Cheltenham office 2 days per week and occasional travel)

About Attivo:

Attivo are Independent Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about ourclients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

This is an exciting role, working for an award winning and fast growing Financial Planning firm. As the Acquisition Novation Manager, you will be focused on supporting the successful integration and novation of businesses as part of our current and future acquisitions.

You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.

This is a hybrid role, with weekly attendence required at our Cheltenham Head Office and travel will be expected to acquiring offices around the UK. As a business, we fully support hybrid working and have both working from home and flexible working policies.

Key Responsibilities include:

• Oversee the accurate and timely novation of acquired clients during the acquisition process.
• Implement streamlined procedures to ensure smooth transitions for acquired businesses into the firm's framework.
• Collaborate with internal teams to ensure all novation processes adhere to regulatory requirements and internal policies.
• Coordinate with providers to arrange access for Financial Advisers and their teams from newly acquired businesses.
• Liaise with provider representatives to expedite access and resolve any access-related issues promptly.
• Provide ongoing operational support to newly integrated businesses as part of the firm's integration activities.
• Act as a point of contact for Advisers from acquired businesses, addressing operational queries and concerns promptly.
• Proactively identify operational challenges and implement solutions to optimise workflow efficiency.
• Ensure the onboarding journey for acquired businesses and Financial Advisers is compliant with regulatory standards and firm policies.
• Coordinate with Marketing and Communication teams to prepare relevant client communications to inform them of the novation process and any changes resulting from business acquisitions
• Proactively identify opportunities for process improvements and efficiencies within the novation and integration processes.
• Seek feedback from Advisors and other stakeholders to inform continuous improvement initiatives.
• Foster strong working relationships with stakeholders, including senior management and Financial Planners,
• Maintain accurate records and documentation related to novation processes, integration activities, and client communications.
• Generate regular reports on novation progress, integration milestones, and key performance indicators for senior management review.

About you:

You are an experienced Financial Services professional and have experience of the integration of IFA acquisitions.

You will have demonstrable expertise of the novation process and understand the operation requirements during an acquisition. You have exceptional communication and interpersonal skills and are able to build strong professional relationships with stakeholders internally and externally at all levels.

You are a natural problem solver, with advanced critical thinking skills and pride yourself on your strong attention to detail.

You are currently an Operational Lead currently or are already working as part of an acquisitions team and are looking to join a client centric business that delivers an exceptional client journey with a company culture of growth, development and continuous improvement.

Essential skills and experience

• Previous experience working within a similar role is essential.
• Experience of onboarding / integrating IFA acquisitions is a requirement (client novation)
• Experience with working with acquiring business to manage and support the novation process
• We expect individuals to be motivated by the prospect of joining a growing business and the exciting change this brings
• Impressive communication and interpersonal skills
• Business acumen and industry knowledge
• Critical thinking and problem-solving
• Good attention to deal

Salary and benefits
Up to £50,000 depending on experience, plus performance related bonus

Attivo also offers:

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection
• Critical Illness
• Death in Service
• Cash Plan
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

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