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Perspective Financial Group Ltd - United Kingdom

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Paraplanner

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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...
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Location
United Kingdom , Dore
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Salary
Not provided
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Until further notice

Financial Planner

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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...
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United Kingdom , Chorley
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Not provided
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Financial Planner

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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...
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Location
United Kingdom , Warrington
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Not provided
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Office Manager

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Seeking an Office Manager in Stoke-on-Trent to lead back-office teams and ensure smooth daily operations. This key role requires strong line management, excellent organisational skills, and proficiency in MS Office. Enjoy benefits like a holiday purchase scheme, pension, and a comprehensive learn...
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Location
United Kingdom , Stoke-on-Trent
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Not provided
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Financial Planner

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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...
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Location
United Kingdom , Oswestry
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Not provided
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Paraplanner

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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...
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Location
United Kingdom , Belfast
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Not provided
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Financial Administrator

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Join our Warrington office as a Financial Administrator, a key role providing high-quality support to our financial planning team. You will manage client queries on pensions and investments, liaise with providers, and handle varied office administration. We seek an experienced, organised professi...
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Location
United Kingdom , Warrington
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Not provided
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Consumer Duty Integration Lead

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Lead the Consumer Duty Price and Value integration for acquired UK wealth firms. You will ensure FCA compliance by aligning service propositions, adviser charging, and implementing data-led fair value frameworks. This role requires hands-on FCA Consumer Duty knowledge, post-acquisition experience...
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Location
United Kingdom
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Financial Administrator

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Join our Droitwich 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 and communicatio...
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Location
United Kingdom , Droitwich
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Not provided
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Until further notice

Paraplanner

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Join our Newcastle office as a Paraplanner, providing vital technical support and research for Financial Planners. You will create compliant Financial Planning Reports and ensure excellent client service. The role requires prior paraplanning experience, strong report-writing skills, and excellent...
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Location
United Kingdom , Newcastle
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Salary
Not provided
Expiration Date
Until further notice

Corporate Financial Planner

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Join our Newcastle team as a Corporate Financial Planner. You will manage an existing client bank, providing first-class FCA-regulated financial advice. The role requires strong analytical, communication, and client relationship skills. We offer a comprehensive benefits package including holiday ...
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Location
United Kingdom , Newcastle upon Tyne
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Not provided
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Financial Administrator

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Join our busy Marlborough office as a Financial Administrator. This integral role involves client queries on pensions and investments, liaising with providers, and ensuring first-class service. We seek an experienced, proactive professional with strong IT and organisational skills. Enjoy benefits...
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Location
United Kingdom , Marlborough
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Salary
Not provided
Expiration Date
Until further notice
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