Perspective Financial Group Ltd - Finance, On-site work

Seeking a detail-oriented **Financial Adviser** in Stokenchurch, UK to deliver holistic financial planning and strategic advice. You will assess client needs, research products, and provide clear recommendations on pensions, investments, and protection. Requires strong communication, analytical s...

Join our Cardiff team as a Financial Adviser, delivering FCA-regulated, first-class financial planning and advice. We seek an experienced professional with strong analytical, communication, and money management skills to provide holistic client solutions. Enjoy 25 days holiday, birthday leave, a ...

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 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 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...