Perspective Financial Group Ltd - Hybrid work

Join our Oulton, Leeds team as a Paraplanner. You will provide vital technical support to Financial Planners, conducting detailed research and producing compliant Financial Planning Reports. We seek a motivated, friendly professional dedicated to excellent client service. Enjoy 25 days holiday, a...

Join our Rotherham team as a Paraplanner, providing high-quality technical support to Financial Planners. You’ll conduct detailed research, assess client financial objectives, and produce compliant Financial Planning Reports. We seek a motivated, friendly professional with excellent client servic...

Join our growing M&A Team as a Senior Administrator in Staffordshire. You will oversee integration projects, liaise with third parties, and manage team logistics. We seek a proactive, highly organised professional with outstanding communication skills. Enjoy benefits like a holiday purchase schem...

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...