Perspective Financial Group Ltd - Finance, On-site work

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...

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...

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...

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...

Join our Dore office as a Paraplanner, providing vital technical support and research for our Financial Planners. You will create compliant Financial Planning Reports and ensure excellent client service. This role requires proven paraplanning experience, strong analytical skills, and excellent or...

Join our team in Chorley as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented, communicative professional with strong analytical skills. Enjoy benefits like a holiday purchase scheme, bi...

Join our team in Warrington as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented professional with strong analytical and communication skills. Enjoy benefits including a holiday purchase...

Join our team in Oswestry as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients achieve their goals. This role requires strong analytical, communication, and planning skills. We offer a competitive package including a pension, gene...

Join our Belfast team as a Paraplanner, providing vital technical support and research for Financial Planners. This integral role requires proven paraplanning experience, excellent report writing skills, and strong analytical abilities. You will produce compliant Financial Planning Reports and en...