Perspective Financial Group Ltd - United Kingdom, On-site work

Join our expanding Newcastle team as an Audio Typist. This multi-faceted role requires producing high-quality documentation with speed and accuracy, liaising with third parties, and ensuring first-class service. You must be confident in Microsoft Office (Teams, Outlook, Word, Excel, PowerPoint) a...

Join our Ipswich team as an experienced Office Administrator. You will provide high-quality support in a busy professional environment, acting as the key point for colleagues and clients. This role involves phone and in-person liaison, managing product providers, and general office administration...

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...

Seeking an experienced **Financial Adviser** in **Maidstone, UK** to deliver holistic financial planning and FCA-compliant advice. You will assess client needs, design strategies for pensions, investments, and protection, and provide first-class service. Requires strong analytical, communication,...

Join a dynamic team in Penrith as a Financial Administrator, providing high-quality support in pensions, investments, and protection. You’ll manage client queries, process new business, and maintain compliant records using IO and Platform. Ideal for experienced financial planning professionals wi...

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...