M&a Team Leader

5 months ago

Chorley, United Kingdom Perspective Financial Group Ltd Full time

We are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

**Our Purpose**:We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

**Our Vision**:To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:

- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork

Perspective is dedicated to encouraging a supportive and inclusive culture amongst our whole workforce

**Position**:
**Previous experience working in this industry is Essential**.

**Location**:Home based, with travel as required (but preference for someone close to one of our offices across the UK)

**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive with Benefits - Available upon request

**Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Birthday leave.

**Specific Responsibilities**
- Working closely with the Group Acquisitions Director and M&A Project Manager to establish client integration strategy and processes.
- Communicating goals, planning workloads, delegating tasks and setting deadlines for your internal team.
- Discover training needs and provide coaching.
- Assisting with the collection, organisation and analysis of data from vendors and third parties.
- Taking lead in the coordination of a number of simultaneous integration projects and communication streams with both internal and external stakeholders, as well as third parties.
- Instigate, develop and maintain positive relationships with third-parties on behalf of the team.
- Liaising with providers, vendors and both internal and external stakeholders on the coordination and preparation of letters, forms and other formal documentation.
- Liaising with third parties to track and report integration progress including proactive identification of exceptions and potential issues

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Requirements**:
**Experience & Skills**:
**Key requirements are**:
***
- Previous experience working in the Financial Services industry is essential
- Knowledge of M&A processes is desirable
- Excellent leadership skills
- Experience of delivering training and development
- Highly skilled user of Microsoft Excel, capable of the creation and maintenance of often complex spreadsheets and the analysis of data
- A reliable and organised person who has the ability to manage and take lead in coordinating a number of simultaneous projects and communication streams
- Ability to produce concise business correspondence; proofread for grammar, spelling and punctuation with a high degree of accuracy
- Credibility to hold conversations with internal and external stakeholders and the discipline to conduct research, collect and organise data and absorb information quickly in order to support the acquisition and integration process
- Confident relationship management abilities
- Interpersonal skills and ability to resolve conflicts
- Analytical and proactive problem-solving and decision-making skills
- Flexibility/ adaptability to cope with change
- Confident with other IT and office software packages including Teams, Outlook, Word and PowerPoint
- Analytical and proactive problem-solving skills.

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