Perspective Financial Group Ltd

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...

Join our team in Maidstone 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 outstandin...

Join our team as a Data Protection Adviser to champion robust information governance and UK GDPR compliance. You will implement data protection strategy, conduct DPIAs, and manage subject rights requests. This role requires 3+ years of experience and offers a comprehensive benefits package includ...

Join our team as a Regulatory Assistant in the UK, supporting key functions in complaints, audit, and regulation. You will utilize your FCA knowledge and analytical skills to enhance client outcomes and ensure compliance. This role offers a comprehensive benefits package and a chance to develop w...

Join our expanding team in Ipswich 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, mana...

Join our Cambridge office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and liaise with providers. Essential experience includes working in a Financial Planning firm with platforms like IO,...

Launch your data career as a Trainee Data Analyst in Newcastle. Join a supportive team, assisting with daily reporting, data migration, and cleansing using advanced Excel. This role offers extensive benefits including a holiday purchase scheme, pension, and dedicated learning programs.

Join our growing financial planning business as an Associate Project Manager. You will coordinate and deliver varied projects, overseeing deadlines, plans, and stakeholder reporting. This UK-based role requires project management experience in financial services and offers excellent benefits incl...

Join our busy Worthing office as a Financial Administrator. This integral role involves client queries on pensions and investments, plus office administration. Ideal candidates have Financial Planning experience and proficiency in IO, Outlook, and Excel. Enjoy benefits like 25 days holiday, birth...