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:
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
Senior IFA Administrator/Paraplanner
Location: Woodstock, Oxon, OX20
Hours: Full time preferable, Monday to Friday 9.00am – 5.30pm, however will consider applications for a 4 day week.
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday, Pension and Life Assurance
Perspective (Oxon) 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.
To see more information click here
Servicing Adviser
Location: Chorley (Travel will be required to meet the needs of the business)
Hours: Full time, Monday – Friday (Late night working, 6pm-9pm, will be required one evening a week, counteracted by an early finish on Fridays)
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday plus Bank Holidays, Pension and Life Assurance
Perspective (Midlands & Cheshire) 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 (Midlands & Cheshire) 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 full time telephone based servicing Adviser located in our Chorley office. The successful candidate will work alongside the senior Advisers utilising their expertise to provide clients with financial advice and make recommendations on how best to meet the client’s goals. You will be taking over an existing client bank which historically has generated sufficient new business to earn the adviser bonus.
To see more information click here
Administrator – Perspective (West) Ltd
Location: Oswestry, Shropshire, SY11
Hours: Full time, Monday to Thursday 8.45am – 5.15pm, Friday 8:45 – 4.00pm
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday, Pension and Life Assurance
Perspective (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 (West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers.
Role Description:
We currently have a vacancy available for a Senior Financial Services Administrator to join our friendly team in Oswestry. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
In addition, you will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service.
To see more information click here
Office Administrator – Perspective (West) Ltd
Location: Oswestry, Shropshire, SY11
Hours: Full time, Monday to Thursday 8.45am – 5.15pm, Friday 8:45 – 4.00pm
Salary: Dependent on experience and qualifications,
Benefits: 25 days holiday, Pension and Life Assurance
Perspective (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 (West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers.
Role Description:
We currently have a vacancy available for a full-time Office Junior in Oswestry.
The successful candidate must be presentable and personable. You 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.
