M&a Integration Project Coordinator

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**: Working remotely anywhere 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**
- Work with the M&A Integration Project Manager to establish, implement and maintain strong, pragmatic project frameworks in line with the strategic aims of the Group that can be optimized and reused across all M&A activity.
- Facilitate the execution of multiple integration plans, day-to-day management of integration activities, ensuring that key milestones are achieved on time.
- Ensure constant clarity and successful communication around outstanding tasks and objectives to multiple stakeholders.
- Maintain projects plans, roadmaps, RAG reports and integration dashboards
- Assist in ensuring the due diligence findings/conclusions are appropriately considered in integration planning.
- Identify project risks, including proactive identification of inaccuracies, escalating significant issues to the M&A Integration Project Manager, ensuring all obstacles to integration delivery are identified, flagged and addressed in a timely manner.
- Develop and maintain strong working relationships with all stakeholders, internal and external, ensuring clear communication and updates are available and delivered to all relevant parties regarding the progression of acquisition integrations.
- Support workstream leads ensuring that they are delivering against the key project milestones and are considering the inter-dependencies of their work with other workstreams.
- Liaising and negotiating with external contractors and suppliers.

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

**Requirements**:
**Essential Role Requirements**
- Previous experience working in the Financial Services industry is desirable.
- Previous experience within a project coordinating role is desirable.
- Knowledge of PRINCE2 project methodology, themes and processes are desirable.
- Proactive and flexible; comfortable working in a dynamic business environment with constantly changing priorities.
- Experience working on IT Projects and knowledge of IT and Telephony system integration is desirable.
- Meticulous attention to detail and accuracy and a highly conscientious approach to work
- Effective time management and organisational skills
- The proven ability to support projects with multiple stakeholders.
- Strong influencing, written and oral communication skills.
- Excellent Microsoft Excel skills and proficiency in the use of other Microsoft packages
- Ability to trust their intuition with mínimal supervision.
- Be empathetic and have situational awareness in order to liaise with vendors in a sensitive manner.


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