Integration Process Support
Perspective Financial Group Ltd / Group Integration Support
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 and will need to be able to prioritise demanding and time sensitive workloads.
The ideal candidate will be a strong communicator with the ability to develop relationships. A key focus will be providing training through a mixture of onsite and remote learning on our processes to new and existing Employees and therefore previous experience in this area is required.
Office: Perspective Financial Group Ltd
Location: Home based with travel required to onsite locations, must be based in Sheffield area.
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
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 through a mixture of onsite and remote learning to ensure that all financial planning client administration is carried out in accordance with the firm’s procedures.
Deliver training and development through a mixture of onsite and remote learning 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 through a mixture of onsite and remote learning.
Due to the nature of the business, the role may also include additional tasks 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.
