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Perspective is always looking for ambitious, talented and experienced advisers, paraplanners and financial administrators. With offices nationwide, Perspective has openings for jobs in financial services across the UK in a variety of roles. We believe that careers in financial services can be hugely rewarding and we are committed to assisting our colleagues with continuing professional development, on-going support and excellent remuneration opportunities.

 

Current Vacancy:

 

Group Remuneration Assistant

Location: Newcastle upon Tyne (NE13 6DS)

Hours: 35 hours per week, Monday – Friday 9.00am – 5.00pm

Salary: £15,000 per annum (rising to £16,500 once fully trained)

Benefits: 25 days holiday, Pension, Life Assurance, Free parking

 

This is a unique opportunity for an individual who can work well under time sensitive deadlines with great attention to detail to join a leading national firm. The role will provide support and assistance to the Group Remunerations Manager and Group Financial Controller in processing data, reconciling bank accounts and generating reporting information.

We are an ambitious and fast growing financial planning and wealth management Group and have been consistently ranked in the FT’s Top 100 Financial Advisers since 2011. We have 14 offices and 170 staff across the UK.

 

Role responsibilities:

  • Process daily statements reconciling bank accounts
  • Responsible for daily input of receipts on excel spreadsheet ledgers
  • Recording of bank receipts daily
  • Calculate and invoice Adviser charges for the Group
  • Complete all month end reporting and analysis for the Group Remuneration Manager
  • Produce reporting to complete figures for Sage
  • Ensuring that security is maintained within the systems and authorisation levels
  • Data entry
  • Produce VAT reports
  • Carrying out any other ad hoc duties or projects

Key skills:

  • Excellent knowledge of Excel
  • Excellent accuracy and attention to detail
  • Good verbal and written communication skills
  • Ability to work to tight deadlines
  • Work well in a team and individually

Preferred experience:

  • Use of Advisor Office/Iress would be an advantage but not essential as training will be given
  • Qualified A-Level or equivalent and above or previous experience in a Financial Services role meeting deadlines and using excel

 

Please send your CV and cover letter to recruitment@pfgl.co.uk

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