Perspective Financial Group Ltd - United Kingdom

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...

Join our busy Worthing office as a Financial Administrator. This integral role involves client queries on pensions and investments, plus office administration. Ideal candidates have Financial Planning experience and proficiency in IO, Outlook, and Excel. Enjoy benefits like 25 days holiday, birth...