Perspective Financial Group Ltd - On-site work

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 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...

Join our Stoke on Trent office as a Financial Administrator, providing vital support to our financial planning team. Your role will involve client correspondence, processing new business, and managing adviser diaries. We seek an experienced, organised professional with strong IT skills. Enjoy ben...

Join our Newcastle office as a Financial Administrator, a key role supporting financial planning and client services. You will manage pensions, investments, and new business processing using platforms like IO. This varied position offers benefits including birthday leave, a holiday purchase schem...

Join our expanding team in Milton Keynes as an experienced Receptionist. This multifaceted role requires excellent communication, IT proficiency in MS Office, and strong organizational skills to provide high-quality office support. You will be the first point of contact for clients and colleagues...