Head of Integration

Job title: Head of Integration
Reporting to: Chief Operating Officer
Date of Issue: September 2025

Role Objective

Shackleton is seeking a dynamic and experienced Head of Integration to lead and evolve its integration function, ensuring the successful onboarding and alignment of acquired businesses. This role is critical to realising post-acquisition value and driving strategic outcomes across the organisation.

The successful candidate will lead a dedicated integration team, refine and implement integration playbooks, and work closely with senior stakeholders to ensure seamless transitions and cultural alignment. This is a hands-on leadership role requiring strong stakeholder engagement, operational rigour, and a deep understanding of the financial services sector.

Key Responsibilities

• Lead the end-to-end integration of acquired businesses, ensuring alignment with Shackleton’s strategic goals.
• Manage and develop the integration team, fostering a high-performance culture.
• Refine and implement integration frameworks, playbooks, trackers, and KPIs.
• Collaborate closely with the M&A team, acquired business leadership, and functional heads to ensure smooth transitions.
• Identify and mitigate integration risks, ensuring business continuity and cultural alignment.
• Drive post-acquisition value creation through operational efficiencies, synergies, and strategic alignment.
• Communicate effectively across all levels of the organisation, bringing people on the journey and managing change.
• Monitor and report on integration progress, outcomes, and lessons learned.
• Travel regularly between offices and acquired sites to support integration activities.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role. 

Person specification

Qualifications

• At least 2 years’ minimum experience in the IFA Market and dealing with Provider Platform.

Knowledge and experience

• Proven track record in leading complex business integrations, ideally within financial services or a regulated environment.
• Experience working in a multi-site organisation with a history of acquisitions.
• Strong understanding of M&A processes, post-merger integration, and value creation strategies.
• Demonstrated success in managing cross-functional teams and senior stakeholders.
• Experience in developing and implementing integration frameworks and KPIs.

Personal Skills

• Strategic thinker with a hands-on approach and strong execution capability.
• Exceptional interpersonal and communication skills; able to influence and engage at all levels.
• Resilient, adaptable, and comfortable with ambiguity and change.
• Highly organised with strong analytical and problem-solving skills.
• Collaborative and empathetic leadership style, with a focus on people and culture.
• Willingness to travel regularly and work flexibly across multiple locations.

If you are interested in learning more about this role or want to apply, please send your CV/Application to hr@shackletonadvisers.co.uk