Perspective is always looking for ambitious, talented and experienced Advisers, 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 The 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.
Current Vacancies:
Group Marketing Executive, Perspective Financial Group Ltd
Location: Newcastle upon Tyne (NE13) with flexibility for remote working after induction period
Hours: 35 hours per week, Monday – Friday 9.00am – 5.00pm
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday, Pension, Life Assurance, Free parking
An exceptional opportunity for an enthusiastic, proactive, well organised individual with a positive mind-set, a flair for branding and design, digital and social media skills, excellent attention to detail and a thirst for learning and applying new things.
You will be joining our national marketing team based in our Newcastle upon Tyne office (at Blezard Business Park, Seaton Burn, NE13 6DS), reporting directly to the Group Head of Marketing and Business Development. Given the location, a full driving licence and access to a car is beneficial, though not essential.
Our clients include major businesses, SMEs and individuals who we advise on financial issues including group pension schemes, protection and risks, retirement planning and wealth management. With 15 offices across the UK from London and Marlborough to Milton Keynes and Chorley, this is a busy and fast-paced working environment.
We are widely admired for our professionalism, technical expertise, client-centric approach and regulatory-driven culture. Our in-house Training Academy provides industry-leading learning and development opportunities for our 170 staff. The Group continues to grow organically and via acquisition at a fast pace.
To see more information click here
Part Time Receptionist – Perspective (North East) Ltd
Location: Newcastle, NE13
Hours: 17 hours per week over 2.5 days, Monday & Friday 9.00am – 5.00pm, Wednesday 2pm – 5pm
Salary: Dependent on experience and qualifications
Benefits: 22 days holiday, Pension and Life Assurance
Perspective (North East) Ltd is a leading firm of financial planners and wealth managers providing a wide range of financial services for both corporate and individual clients. Our clients range from PLCs to sole traders, and from high net worth individuals to those just beginning their career.
We are a company of quality individuals with many years of experience and considerable expertise. Our understanding of the sector combined with the freedom of being privately owned, allows us to provide outstanding advice and an individually tailored service to every client.
This success comes from the technical excellence of our people, and also to our commitment to giving practical, hands-on advice and a constant investment in technology and administrative services.
Perspective (North East) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers, enabling our clients and staff to benefit from the scale this brings.
Role Description:
We currently have a vacancy available for a part-time Receptionist as part of a job share to join our team in Newcastle.
The successful candidate will act as the initial point of contact for company queries and manage our busy switchboard with incoming calls in a friendly, confident manner whilst having the ability to assist the administration team with day to day duties and ensure a first class service is provided to our office and clients.
To see more information click here
Financial Adviser
Location: Chorley, Lancashire PR7, with travel as required
Hours: Full time, Monday to Friday
Salary: Dependent on experience and qualifications, plus bonus
Benefits: 25 days holiday, Pension and Life Assurance and free parking
Perspective (North West) Ltd is a leading firm of financial planners and wealth managers providing a wide range of financial services for both corporate and individual clients. Our clients range from PLCs to sole traders, and from high net worth individuals to those just beginning their career.
We are a company of quality individuals with many years of experience and considerable expertise. Our understanding of the sector combined with the freedom of being privately owned, allows us to provide outstanding advice and an individually tailored service to every client.
This success comes from the technical excellence of our people, and also to our commitment to giving practical, hands-on advice and a constant investment in technology and administrative services.
Perspective (North West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers, enabling our clients and staff to benefit from the scale this brings.
Role Description:
You will provide clients with financial advice and make recommendations on how best to meet their goals. You will be taking over an existing client bank which historically has generated sufficient new business to earn the adviser a bonus. The ideal candidate will be able to research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with your recommendations.
The candidate will provide first class financial planning and advice to Perspective (North West) Ltd’s existing and prospective clients.
To see more information click here
Financial Adviser
Location: Bradford, West Yorkshire BD16, with travel as required
Hours: Full time, Monday to Friday
Salary: Dependent on experience and qualifications, plus bonus
Benefits: 25 days holiday, plus Pension and Life Assurance
Role Description:
A major part of this role involves managing and driving forward a joint venture with a firm of established Chartered Accountants.
You will provide first class financial planning and wealth management advice to existing and prospective clients. You will need to work independently to establish and develop your own mini business, but effectively all leads are provided via the joint venture.
The ideal candidate will be able to research the marketplace on available products and services, identify client needs, design financial strategies and gain commitment from clients to proceed with your recommendations.
To see more information click here
Financial Adviser
Location: Milton Keynes (Travel will be required to meet the needs of the business)
Hours: Full-time, Monday to Friday
Salary: Dependent on experience and qualifications
Benefits: 23 days holiday (rising with length of service) plus Pension and Life Assurance
You will provide to 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 candidate will provide first class financial planning and advice to Perspective (South) Ltd’s existing and prospective clients, across the UK.
To see more information click here
