Vacancies

Integration Process Support

Perspective Financial Group Ltd / Group Operations & Integration

Job Description

We currently require a highly motivated individual with a friendly and confident manner to support the training and integration of processes and systems across the Group. Candidates must have previous experience and understanding of back-office systems such as Intelligent Office and Volume, with the ability to be able to prioritise demanding and time sensitive workloads.

The ideal candidate will be a strong communicator and be able to develop relationships. A key focus will be providing training across our processes to new and existing Employees and therefore previous experience in this area is required. 

Office: Perspective Financial Group Ltd
Location: Milton Keynes
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Job Requirements

• A reliable individual who has the ability to manage and prioritise workloads.
• Previous experience working in a Financial Planning firm is essential.
• Good working knowledge of back-office systems, preferably Intelliflo Office, Volume and Provider Platform experience is essential.
• Excellent planning, organisational and multi-tasking abilities are essential.
• Excellent 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 problem-solving skills
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint.
• A team player with a positive attitude.

Job Responsibilities

• Manage internal relations.
• Implement procedural and policy changes to improve operational efficiency.
• Deliver training and development to ensure that all financial planning client administration is carried out in accordance with the firm’s procedures.
• Deliver training and development to ensure that we maintain client records on company software and that the client and firm’s files are well presented, accurate and compliant.
• Assist with maintaining the high performance of office staff by providing them with adequate coaching and guidance.
• Oversee training of new employees
• Due to the nature of the business, the role may also include additional tasks considered reasonable.

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

Job 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.