Technology Integration Coordinator
Drive innovation. Shape processes. Lead seamless technology integration.
Coastal Advice Group is on the lookout for a detail-oriented, proactive Technology & Integration Coordinator to join our growing financial planning business. This is not a helpdesk role — it’s about coordinating projects, integrating acquisitions, and ensuring our business makes the most of technology to deliver outstanding client outcomes.
What You’ll Do
• Lead integration projects – play a key role in bringing new acquisitions into our business, aligning systems, processes, and people.
• Coordinate technology initiatives – work closely with our external IT partners (MSP), internal teams, and leadership to deliver tech-driven process improvements.
• Support system adoption – ensure smooth onboarding of staff, rollout of new tools, and consistent use of core platforms (MS365, CRM, workflow systems).
• Keep projects moving – track tasks, manage timelines, and provide clear updates to stakeholders.
• Champion innovation – bring fresh ideas on how technology can improve business processes, efficiency, and client experience.
What We’re Looking For
• Strong organisational and project coordination skills — able to manage multiple moving parts and keep everyone aligned.
• Experience in project management, business coordination, or operations (financial services or professional services experience is a plus).
• An interest in technology and business systems — you don’t need to code, but you should understand the basics of IT infrastructure and love finding ways to use tech to improve processes.
• Passionate about technology, with a drive to learn and grow – someone who seeks opportunities where others might not
• Excellent communication and stakeholder management skills.
• A proactive, detail-oriented approach with a drive to “make things happen.”
Why You’ll Love It Here
• Be at the heart of transformative projects as we grow and integrate new businesses.
• Work in a collaborative, values-led team that embraces innovation.
• Shape how technology supports our people and clients.
• EVP that gives you access to free wealth, lending, insurance and tax advice along with a host of other perks and benefits
• Flexible work environment with opportunities for growth.
If you’re passionate about projects, processes, and the smart use of technology, we’d love to hear from you.
