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.
**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.
Financial Adviser – Marlborough
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 candidate will be an ambassador of Perspective (South West) Ltd as the premier provider of quality financial solutions in the Wiltshire area and establish relationships and new business from clients.
We have a fantastic opportunity to join our Finance function as an Acquisitions Accountant. The successful candidate will report to the Group Financial Controller and Group Project Accountant to help prepare group management accounts as well as other ad hoc analysis/reports for our board and M&A activity.
Paraplanner – Marlborough
The successful candidate 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, 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.
Financial Services Administrator
We currently have a vacancy available for a Financial Services Administrator to join our friendly team in Chorley. 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 to ensure a first class service is provided to other Group offices as well as external parties.
Group Remuneration Assistant
We currently have a vacancy available for a Group Remuneration Assistant to join our friendly team in Newcastle. The successful candidate will provide support and assistance to the Group Remuneration Manager and Group Financial Controller in processing data, reconciling bank accounts and generating reporting information.