Perspective Financial Group Ltd

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...

Join our Central BI team as a Power BI Developer. You will design and optimize robust semantic models, dashboards, and reports using advanced Power BI, DAX, and SQL. This role focuses on financial data analysis and requires strong commercial experience to translate business needs into scalable so...

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...

Join our Halesowen team as a Financial Administrator, providing vital support in a varied role. You will handle client queries on pensions and investments, process new business, and manage office administration. The role requires experience in a Financial Planning firm and proficiency with platfo...

Join our Sheffield team as an Integration Process Support specialist. You will train and integrate back-office systems like Intelliflo Office, ensuring operational efficiency. This role requires financial planning experience and excellent communication skills for onsite and remote training. We of...

Join our Newcastle team as a Group Remuneration Administrator. You will support payroll processes, reconcile bank accounts, and generate reports using advanced Excel skills. This role requires strong analytical abilities and experience in a collaborative, remote-friendly environment. We offer a c...