M&a Team Administration Coordinator

**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**:
We have a fantastic opportunity for a M&A Team Administration Coordinator to join our growing and ambitious team. In this role you will assist with supporting the core M&A Team with information processing and management of ‘Deal Origination’ and ‘Pipeline’ administration. This will include, but not be limited to:

- Supporting with logging, administration and management of new M&A acquisition opportunities.
- Producing reports for the M&A Team detailing the Inflows and Outflows of acquisition opportunities.
- Team wide diary management, including scheduling meetings with external parties.
- Assisting with the administration for multiple simultaneous acquisition opportunities at differently stages; including the preparation of letters, forms and other formal documentation

**Office**: Perspective Financial Group Ltd

**Location**: Home Based

**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, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

**Specific Responsibilities**

The key duties of the role are:

- Maintaining the M&A Pipeline CRM.
- Assisting with the design and implementation and migration to a new CRM.
- Set up & maintain digital filing system.
- Manage Diaries & Book meetings.
- Attend internal and external meetings to document decisions and assigned actioned.
- Produce Monthly Management Reports

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

**Requirements**:
They will also be skilled in, or have the ability to learn:

- IT and office software packages including Teams, Outlook, Excel, 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.

**Key Requirements**:

- A reliable person who can manage and prioritise workloads.
- Organisational and multi-tasking abilities are essential.
- Excellent communication skills at all levels.
- Pro-active team player with exemplary work ethic.
- 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.