We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.

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:

This role is based on Site in the office in Newcastle, United Kingdom, and all applicants must be able to commute to the office daily.

We have a fantastic vacancy for a Trainee Group Data Analyst to join our friendly and enthusiastic team in Newcastle.

The successful candidate will provide support and assistance to the Group Data Analysis Manager in producing the Group’s day to day reporting needs, while ensuring the data held is accurate and up to date.

Specific Responsibilities:

• Assist in the continuing development of commercial reporting.
• Assist in monthly reporting to the local offices
• Support with the day-to-day reporting needs
• Support with the administrative needs of the Group Data Analysis manager
• Data cleansing work
• Back-office support
• Data entry work as required

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

Requirements:


Experience and key requirements:

• Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
• Analytical and problem-solving skills
• Good working knowledge of iO and platform experience (desirable)
• Flexibility/adaptability to cope with change
• Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
• Excellent planning, organisational and multi-tasking abilities are essential
• Excellent communication skills at all levels
• A team player with a positive attitude who can build and maintain good working relationships