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 will do the right thing
- We become a trusted member of the family
- We continually set standards of excellence
Watch our short video on our values here: https://www.pfgl.co.uk/about-us/our-values/
Office: Perspective Financial Group Limited
Hours: Full time, Monday-Friday, 9am to 5pm
Salary: Competitive, dependent upon experience and qualifications. Available upon request
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.
Role Description:
We currently have a vacancy for a full-time Accounts Payable Clerk to join our friendly team in our newly refurbish Central Office in Chorley.
You will support the Accounts and act as the point of contact for all invoice & payments related queries.
This is a busy role that requires a driven and reliable person who has the ability to manage and prioritise their workload.
You will possess exceptional organisational and time management skills, and experience in working successfully in a fast-paced environment.
Specific Responsibilities
The key duties of the role are to own the full accounts payable procedure and include, but are not limited to:
- Expense Management– setting up payments and preparation of expenses payment via WebExpenses
- Online Banking – setting up payments and preparation of weekly payment runs via Lloyds Commercial Banking Online
- Managing supplier statements and relationships
- Posting invoices to the Accounts via NetSuite and reconciling aged AP
- Maintaining the accounts email inbox
- Year-end audit support
- Assisting the Senior Management Accountant with ad-hoc reports and analysis when required
Due to the nature of the business, the role may also include additional responsibilities considered reasonable:
Key requirements are:
- Great attention to detail
- Outstanding communication skills at all levels
- Excellent organisational and multi-tasking abilities
- Good MS Excel knowledge
- Experience of working as part of a team
- Flexibility/adaptability to cope with change
- Confident with Microsoft Office and Teams
- The ability to work to tight deadlines
Desirable but not required:
- Experience of using NetSuite, WebExpenses and Lloyds Commercial Banking Online
- Previously worked in Financial Services