Perspective Financial Group Ltd - Finance

Join our Oulton, Leeds team as a Paraplanner. You will provide vital technical support to Financial Planners, conducting detailed research and producing compliant Financial Planning Reports. We seek a motivated, friendly professional dedicated to excellent client service. Enjoy 25 days holiday, a...

Join our Rotherham team as a Paraplanner, providing high-quality technical support to Financial Planners. You’ll conduct detailed research, assess client financial objectives, and produce compliant Financial Planning Reports. We seek a motivated, friendly professional with excellent client servic...

Join our Darlington team as a Financial Administrator, providing high-quality support for pensions, investments, and protection. You’ll manage client queries, process new business, and maintain compliant records using IO and Platform. We seek a detail-oriented team player with strong IT skills an...

Join our Cardiff team as a Paraplanner and provide essential technical support to Financial Planners. You will conduct detailed research, produce compliant Financial Planning Reports, and deliver exceptional client service. Ideal candidates have Paraplanner/report writing experience, strong analy...

Join our team in Marlborough as a Paraplanner, providing vital technical support to Financial Planners. This integral role involves detailed research, report writing, and ensuring excellent client service. We seek an experienced, motivated professional with strong analytical skills. Enjoy benefit...

Join our Mergers & Acquisitions team as a Senior Business Monitoring Officer. You will design personalized training, review due diligence, and ensure advice standards for newly acquired Financial Planners. This varied role is a great step into supervision, requiring strong analytical and communic...

Join our Ashbourne office as a Paraplanner, providing vital technical support to Financial Planners. You will conduct detailed research, assess client objectives, and produce compliant Financial Planning Reports. This role requires proven paraplanning experience, strong report writing skills, and...

Join our Stoke on Trent office as a Financial Administrator, providing vital support to our financial planning team. Your role will involve client correspondence, processing new business, and managing adviser diaries. We seek an experienced, organised professional with strong IT skills. Enjoy ben...

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...

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...

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...