Perspective Financial Group Ltd - Finance

Join our Braintree office as a Financial Administrator, a key role supporting our financial planning team. You will manage client queries on pensions and investments, process new business, and ensure excellent service. We seek an experienced, organised professional with strong IT skills. Enjoy be...

Join our team as a Paraplanner in our Chesham or Rickmansworth office. This integral role involves providing technical support, conducting detailed research, and producing compliant Financial Planning Reports. The ideal candidate will have paraplanning experience within a financial advice firm an...

Join our Warwick office as a Paraplanner, providing vital technical support and producing compliant Financial Planning Reports. This integral role requires experience in a financial advice firm, strong reporting skills, and excellent client service. We offer a comprehensive benefits package inclu...

Join our busy Chorley office as a Financial Administrator, an integral role supporting financial planning. You will handle client queries on pensions and investments, process new business, and liaise with providers. We seek an experienced, organised professional with strong IT skills. Enjoy benef...

Join our Newcastle Under Lyme office as a Financial Administrator, a key role supporting our financial planning team. You will manage client queries on pensions and investments, process new business, and ensure excellent service. We seek an experienced professional with strong IO/Platform knowled...

Join our Newcastle under Lyme office as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, producing compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, diploma-qualified professional with ...

Join our Uckfield office as a Paraplanner, providing vital technical support and producing compliant Financial Planning Reports. This integral role requires experience in a financial advice firm, strong reporting skills, and excellent client service. We offer a competitive benefits package includ...

Join our team in Maidstone as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, producing compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, Diploma-qualified professional with outstandin...

Join our team as a Regulatory Assistant in the UK, supporting key functions in complaints, audit, and regulation. You will utilize your FCA knowledge and analytical skills to enhance client outcomes and ensure compliance. This role offers a comprehensive benefits package and a chance to develop w...

Join our Cambridge office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and liaise with providers. Essential experience includes working in a Financial Planning firm with platforms like IO,...

Launch your data career as a Trainee Data Analyst in Newcastle. Join a supportive team, assisting with daily reporting, data migration, and cleansing using advanced Excel. This role offers extensive benefits including a holiday purchase scheme, pension, and dedicated learning programs.

Join our growing financial planning business as an Associate Project Manager. You will coordinate and deliver varied projects, overseeing deadlines, plans, and stakeholder reporting. This UK-based role requires project management experience in financial services and offers excellent benefits incl...