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Perspective Financial Group Ltd

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Financial Administrator

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Location
United Kingdom , Stoke on Trent
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Not provided
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Perspective Financial Group Ltd
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Until further notice

Financial Administrator

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Join our Newcastle office as a Financial Administrator, a key role supporting financial planning and client services. You will manage pensions, investments, and new business processing using platforms like IO. This varied position offers benefits including birthday leave, a holiday purchase schem...
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Location
United Kingdom , Newcastle Upon Tyne
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Not provided
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Perspective Financial Group Ltd
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Receptionist

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Join our expanding team in Milton Keynes as an experienced Receptionist. This multifaceted role requires excellent communication, IT proficiency in MS Office, and strong organizational skills to provide high-quality office support. You will be the first point of contact for clients and colleagues...
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United Kingdom , Milton Keynes
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Not provided
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Perspective Financial Group Ltd
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Until further notice

Financial Administrator

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Join our Halesowen team as a Financial Administrator, providing vital support in a varied role. You will handle client queries on pensions and investments, process new business, and manage office administration. The role requires experience in a Financial Planning firm and proficiency with platfo...
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United Kingdom , Halesowen
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Not provided
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Perspective Financial Group Ltd
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Integration process support

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Join our Sheffield team as an Integration Process Support specialist. You will train and integrate back-office systems like Intelliflo Office, ensuring operational efficiency. This role requires financial planning experience and excellent communication skills for onsite and remote training. We of...
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Location
United Kingdom , Sheffield
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Not provided
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Perspective Financial Group Ltd
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Group Remuneration Administrator

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Join our Newcastle team as a Group Remuneration Administrator. You will support payroll processes, reconcile bank accounts, and generate reports using advanced Excel skills. This role requires strong analytical abilities and experience in a collaborative, remote-friendly environment. We offer a c...
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United Kingdom , Newcastle upon Tyne
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Not provided
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Perspective Financial Group Ltd
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Until further notice

Group Operations & Technology Support

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Seeking a proactive Group Operations & Technology Support professional in the UK. Provide 1st-line technical support, manage back-office systems (IO, Volume), and improve data integration. Ideal candidates have financial planning experience, superb organisational skills, and thrive in a dynamic t...
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Location
United Kingdom
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Not provided
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Perspective Financial Group Ltd
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Until further notice

Receptionist

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Join our expanding team in Cardiff as an experienced Receptionist. This multifaceted role requires excellent communication, IT proficiency in MS Office, and strong organizational skills to provide high-quality office support. You will be the first point of contact for clients and colleagues, mana...
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Location
United Kingdom , Cardiff
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Not provided
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Perspective Financial Group Ltd
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Until further notice

Senior M&A Administrator

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Join our growing M&A Team as a Senior Administrator in Staffordshire. You will oversee integration projects, liaise with third parties, and manage team logistics. We seek a proactive, highly organised professional with outstanding communication skills. Enjoy benefits like a holiday purchase schem...
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United Kingdom , Staffordshire
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Not provided
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Perspective Financial Group Ltd
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Financial Adviser

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Join our team in Southend-on-Sea as a Financial Adviser. Provide holistic financial planning and first-class advice on pensions, investments, and protection. We seek an FCA-compliant professional with strong analytical and communication skills. Benefits include a generous holiday package, pension...
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United Kingdom , Southend-on-Sea
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Not provided
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Perspective Financial Group Ltd
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Paraplanner

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Join our team in Maidstone as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, crafting compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, diploma-qualified professional with outstanding...
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Location
United Kingdom , Maidstone
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator

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Join our Bexhill-on-Sea office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and ensure excellent service. This varied position offers benefits like holiday purchase, a learning academy, an...
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Location
United Kingdom , Bexhill-on-Sea
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Salary
Not provided
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Perspective Financial Group Ltd
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Until further notice
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