Administrator - M&a Team

3 months ago

Burntwood, United Kingdom Perspective Financial Group Ltd Full time

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.**

We regard financial planning as a profession, providing specialist expertise to individuals, families, companies and trustees. A significant number of our client relationships endure for more than 25 years and span four generations of a family.

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**:
Are you looking to step into or gain more experience in an administration team and ready for a challenging role that requires you to learn quickly and thrive in a fast paced environment? If you answered YES, then we have an excellent opportunity for you to work with an experienced, supportive and professional team who can advise and help train you as you begin your career.

This is an exciting time to join our growing **Mergers & Acquisitions Team** within Perspective Financial Group. As a market leader, we are innovating, growing and leading the way in our client centric approach as we experience fast and sustained national growth.

**Office**: Perspective (Staffordshire)

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

**Salary**: Dependant on experience and qualifications. Available upon request.

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

**Specific Responsibilities**

This role forms a key part of the Mergers and Acquisitions Department and you will be involved in the day to day administration of ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

- Supporting with logging and management of any new business introductions and acquisition opportunities.
- Scheduling meetings with third parties.
- Oversight of office inventory for the M&A Team, including ensuring an adequate supply of consumables, such as stationery or printer ink.
- Assisting with the administration for several simultaneous integration projects and communication; including the 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**:
**Requirements**:
You will need to be motivated, friendly and professional at all times with the ability to be confident and professional and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

- IT and office software packages including Teams, Outlook, Word and PowerPoint
- Production of concise business correspondence; proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Showing initiative and a proactive approach to tasks.
- Outstanding communication skills at all levels.
- Analytical and proactive problem-solving skills.
- Ability to work as part of a team and able to work with colleagues often in virtual environments such as Microsoft Teams.
- Ability to manage and prioritise workloads while maintaining attention to detail and accuracy.
- Ability to prioritise tasks and work to a deadline
- Ability to learn new systems and processes
- Self-motivator
- Flexibility/ adaptability to cope with change
- Time-management and organisations skills are essential.
- Ability to multi-task.

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