M&A Administrator

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.

Watch our short video on our values here: https://www.pfgl.co.uk/about-us/our-values/

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 Financial Group Ltd (Home Based)

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:

• Vendor correspondence, both written and verbal.
• Data room management.
• Maintenance of MS teams folders & version control.
• Reconciling information received from target acquisitions to Perspective’s information & data request, ensuring that these are presented to acquisition managers.
• Support with maintaining internal literature, documents, processes & procedures.
• Arranging meetings, taking minutes, and managing the due diligence team’s diary.
• Maintaining records of due diligence disclosures on the company software and ensure files are well presented, accurate and logged correctly.
• Taking phone calls, enquiries, and requests, and handling them where appropriate.
• Supporting due diligence managers in tracking and monitoring information requests, including liaising with vendors and other third parties, to ensure documents and information is shared with relevant parties in a timely & accurate manner.

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

Requirements:

Role Requirements

Candidates will be experienced working in an administrative role. You should be motivated, friendly and professional at all times and be able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or able to learn:

• Writing concise correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi-tasking abilities.
• Analytical thinking and problem-solving skills.
• Showing initiative, with a proactive approach to tasks.
• Flexibility / adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.
• Self-motivator who can multitask.
• Strong ability to identify sensitive, confidential data and able to maintain compliance with GDPR.