Audio Typist

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 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**:
**Office**: Perspective (North East) Ltd

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

**Salary**: Competitive, dependant on experience and qualifications

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

**Requirements**:
**Essential Role Requirements**:

- Previous experience with Audio typing and scribing.
- Confident with IT and Microsoft office software packages, especially Teams, Outlook, Word, Excel and PowerPoint.
- Ability to manage and prioritise workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Excellent communication skills at all levels.
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Flexibility/ adaptability to cope with change.
- A team player with a positive attitude.

**Other information**:
**Specific Role Responsibilities**:

- Audio Typing with a high degree of speed and accuracy.
- Taking phone calls, inquiries and requests, and handling them where appropriate.
- Client correspondence, written and verbal.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.

**Additional Responsibilities where required**:

- Reception Cover.
- Back-office support.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.