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Integration process support

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Perspective Financial Group Ltd

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Location:
United Kingdom , Sheffield

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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.

Job Responsibility:

  • 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

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
What we offer:
  • 25 days holiday (rising with length of service) plus Bank Holidays
  • Birthday Leave
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Extras Discount shopping discounts
  • Cyclescheme
  • Employee Referral Scheme
  • Learning & Development Programme (Perspective Academy)
  • Birthday Day Off
  • Electric Car Scheme

Additional Information:

Job Posted:
March 04, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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