Perspective Financial Group Ltd

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...

Seeking a proactive Group Operations & Technology Support professional in the UK. Provide 1st-line technical support, manage back-office systems (IO, Volume), and improve data integration. Ideal candidates have financial planning experience, superb organisational skills, and thrive in a dynamic t...

Join our expanding team in Cardiff 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 growing M&A Team as a Senior Administrator in Staffordshire. You will oversee integration projects, liaise with third parties, and manage team logistics. We seek a proactive, highly organised professional with outstanding communication skills. Enjoy benefits like a holiday purchase schem...

Join our team in Southend-on-Sea as a Financial Adviser. Provide holistic financial planning and first-class advice on pensions, investments, and protection. We seek an FCA-compliant professional with strong analytical and communication skills. Benefits include a generous holiday package, pension...

Join our team in Maidstone as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, crafting compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, diploma-qualified professional with outstanding...

Join our Bexhill-on-Sea office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and ensure excellent service. This varied position offers benefits like holiday purchase, a learning academy, an...

Join our Dore office as a Paraplanner, providing vital technical support and research for our Financial Planners. You will create compliant Financial Planning Reports and ensure excellent client service. This role requires proven paraplanning experience, strong analytical skills, and excellent or...

Join our team in Chorley as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented, communicative professional with strong analytical skills. Enjoy benefits like a holiday purchase scheme, bi...

Join our team in Warrington as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented professional with strong analytical and communication skills. Enjoy benefits including a holiday purchase...