M&a Coordinator

4 months ago

NewcastleunderLyme, 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**:
**Location**:Perspective (Midlands & Cheshire) Ltd

**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**
- Supporting the M&A Integration Team Leader in the logging and management of any new business introductions, identifying information gaps and exceptions and reporting this information to the board.
- Assisting with the collection, organisation and analysis of data from vendors and third parties.
- Helping coordinate several simultaneous integration projects and communication streams with both internal and external stakeholders, as well as third parties.
- 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.

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

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

**Key requirements are**:
***
- Previous experience working in the Financial Services industry is essential.
- Highly skilled user of Microsoft Excel, capable of the creation and maintenance of often complex spreadsheets and the analysis of data.
- A reliable person who can prioritise workloads and coordinate a number of simultaneous projects and communication streams.
- Excellent organisational and multi-tasking abilities are essential.
- Outstanding 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 proactive problem-solving skills.
- Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams.
- Credibility to hold conversations with internal and external stakeholders and the discipline to conduct research, collect and organise data and absorb information quickly to support the acquisition and integration process.
- Flexibility/ adaptability to cope with change.
- Confident with other IT and office software packages including Teams, Outlook, Word and PowerPoint.

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