Perspective Financial Group Ltd

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 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...

Marketing Campaign Manager sought for a leading UK financial services firm. You will own end-to-end, data-driven campaigns using GA4 and HubSpot, driving commercial growth in a regulated environment. This role demands strategic thinking, strong copywriting, and UTM expertise. Benefits include 25 ...

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 Mergers & Acquisitions team as a Senior Business Monitoring Officer. You will design personalized training, review due diligence, and ensure advice standards for newly acquired Financial Planners. This varied role is a great step into supervision, requiring strong analytical and communic...