Perspective Financial Group Ltd is always looking for ambitious, talented and experienced Financial Planners, Paraplanners and Financial Administrators. With offices nationwide, Perspective has openings for jobs in financial services across the UK in a variety of roles. We believe that careers in financial services can be hugely rewarding and we are committed to assisting our colleagues with continuing professional development, on-going support and excellent remuneration opportunities.
To help deliver this, the Perspective Training Academy was set up in 2014 to support our employees’ growth and career goals which in turn support Perspective to take our business further. If you would like to find out more, visit Perspective Training Academy.
We are passionate about attracting, supporting and retaining a diverse workforce to serve our diverse client base – for more information click here.
**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.
Group Recruitment/Talent Acquisition Coordinator
Our Group People Department is looking for a Recruitment/Talent Acquisition Coordinator who has proven experience of working in a busy recruitment environment. This is a newly created role to primarily support and coordinate recruitment for the whole business, taking ownership of the day-to-day recruitment activity which includes candidate sourcing, candidate management, CV reviewing, coordinating interviews, producing offer letters and contracts and managing onboarding.
Income Reconciliation Assistant
We currently have a vacancy available for a Group Income Reconciliation Assistant to join our friendly team in Newcastle. The successful candidate will provide support and assistance to the Group Remuneration Manager and Senior Management Accountant in processing data, reconciling bank accounts and generating reporting information.
We have an exciting opportunity to join our growth focused M&A Team at Group level as a Mergers and Acquisitions (M&A) Coordinator. The successful candidate will report to the Group Acquisitions Director and help coordinate all aspects of the Group’s acquisition and integration strategy, planning and delivery.
We have a fantastic opportunity for a Project Manager to join our growing and ambitious financial business to assist with the delivery of varied projects across the organisation. The successful candidate will report to the M&A Integration Project Manager and be responsible for the coordination and completion of projects. This role will include overseeing all aspects of projects, from setting deadlines, building project plans, assigning responsibilities, monitor and summarising progress of projects, and preparing reports for upper management regarding status of projects.
Location: Home Counties (Chesham), North West (Chorley), Oxon (Woodstock) & South West (Marlborough)
We have a fantastic vacancy for an Administrator to join our expanding team. The successful candidate will 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.
Location: East Anglia (Braintree), Home Counties (Chesham & Rickmansworth), North East (Darlington), Oxon & South (Milton Keynes)
We have a great opportunity for Financial Planners wanting to start their career with us. You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations. The successful candidate will be an ambassador of Perspective as the premier provider of quality financial solutions and establish relationships and new business from clients.
Location: Home Counties (Chesham), North West (Chorley), South (Milton Keynes)
The successful candidate will 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, you will produce timely and compliant Financial Planning Reports.