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 develop your skills by moving into a Data Analyst role where you can assist in overseeing the M&A team and support with dataroom management?

If the answer is yes, we have the opportunity you are looking for!

Location: Perspective Financial Group Ltd – Home Based

Hours: Full time 9.00am – 5.00pm, Monday – Friday

Salary: Competitive, dependent upon experience and qualifications

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Specific Responsibilities:

• Supporting the M&A Integration Team in the logging and management of pipeline acquisition targets and current opportunities, identifying information gaps and exceptions
• Track and report integration progress including proactive identification of exceptions and potential issues.
• Assisting with the collection, organisation and analysis of data from vendors and/or their representatives
• Liaising with providers, vendors and internal stakeholders on the preparation of letters, forms and other formal documentation
• Data cleansing from various sources.
• Stakeholder management.
• Dataroom management.
• Preparation and review of monthly reports including the investigation of variances and reporting of these to the Senior members of the department.

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

Requirements:

Key Requirements

• 
  Studying towards ACA/ACCA. Graduate or part qualified level.
• Experience with Microsoft Excel, capable of the creation and maintenance of often complex spreadsheets and the analysis of data.
• The proven ability to manage and prioritise workloads and coordinate a number of simultaneous projects and communication streams.
• Excellent organisational and multi-tasking abilities.
• 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.
• Excellent organisational and multi-tasking abilities are essential.