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:
Projects Accountant
Location: Newcastle or Chorley (Travel will be required to meet the needs of the business)
Hours: Full time, Monday – Friday
Salary: Dependent on experience and qualifications. Opportunity to become part of the management incentive scheme
Benefits: 25 days holiday plus Bank Holidays, Free parking, Pension and Life Assurance
Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
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
Paraplanner
Location: Chorley (Travel will be required to meet the needs of the business)
Hours: Full time, Monday – Friday
Salary: Dependant on experience and qualifications.
Benefits: 25 days holiday plus Bank Holidays, Free parking, Pension and Life Assurance
Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
To see more information click here
Financial Services Administrator
Location: Chorley (Travel will be required to meet the needs of the business)
Hours: Full time, Monday – Friday
Salary: £17,000 – £22,000 dependant on experience and qualifications.
Benefits: 25 days holiday plus Bank Holidays, Pension and Life Assurance
Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
