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Client Portal


We are always looking for ambitious, talented and experienced Financial Planners, Paraplanners and Financial Administrators. With offices nationwide, Perspective offers excellent career opportunities in the financial planning sector across the UK in a variety of roles. A career in financial planning can be hugely rewarding and we are committed to assisting our colleagues with continuing professional development, on-going support and excellent remuneration opportunities.

Central Team


Multiple vacancies available - please click on the relevant vacancy below to find out more information about a specific job opportunity:


Our Paraplanners work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, our Paraplanners produce timely and compliant Financial Planning Reports.



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Administration/Office Services

Our Administrators act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.


Multiple vacancies available - please click on the relevant location below to find out more information about a specific job opportunity:

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Any unsolicited CVs will be sent at the recruitment agency’s own risk and will be interpreted as ‘gifts’ and we have no liability to you for any fee or otherwise. We reserve the right to engage with candidates directly having not, in any way, entered into your terms and conditions. By submitting an unsolicited CV to us, or to any member of our staff, you accept these terms as the default position.

What’s in it for you?

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25 Days Holiday

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Life Assurance

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Holiday Purchase Scheme

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Corporate Eyecare

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Employee Referral Scheme

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Learning & Development Programme (Perspective Academy)

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Birthday Day Off

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Electric Car Scheme