Perspective Financial Group Ltd - On-site work

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...

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...

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...

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 ...

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...

Join our Braintree 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 skills. Enjoy be...

Join our team as a Paraplanner in our Chesham or Rickmansworth office. This integral role involves providing technical support, conducting detailed research, and producing compliant Financial Planning Reports. The ideal candidate will have paraplanning experience within a financial advice firm an...

Join our Warwick office as a Paraplanner, providing vital technical support and producing compliant Financial Planning Reports. This integral role requires experience in a financial advice firm, strong reporting skills, and excellent client service. We offer a comprehensive benefits package inclu...

Join our busy Chorley office as a Financial Administrator, an integral role supporting financial planning. You will handle client queries on pensions and investments, process new business, and liaise with providers. We seek an experienced, organised professional with strong IT skills. Enjoy benef...

Join our Newcastle Under Lyme 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 professional with strong IO/Platform knowled...

Join our Newcastle under Lyme office as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, producing compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, diploma-qualified professional with ...

Join our Uckfield office as a Paraplanner, providing vital technical support and producing compliant Financial Planning Reports. This integral role requires experience in a financial advice firm, strong reporting skills, and excellent client service. We offer a competitive benefits package includ...