Perspective Financial Group Ltd 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 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.
Administration Team Leader
We currently require a full time highly motivated, efficient Administration Team Leader with a friendly and confident manner. Candidates must have previous experience in an office management type role with proven ability to work under pressure, prioritising demanding and time sensitive workloads. 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: Remote with occasional travel required to Head Office in Chorley, and to visit target acquisition firms.
We have a fantastic opportunity to join our Regulatory function as a Compliance Officer. The successful candidate will assist the Senior Compliance Manager with Regulatory Due Diligence exercises, comprising reviews of systems and controls, suitability of advice, identification of risks and understanding a target firm’s culture all of which will be summarised in a formal written Report for Board consideration.
Group People Advisor
Location: Home based with occasional travel to Chorley Head Office
Our Group People Team is actively recruiting for an experienced commercially aware HR professional who has proven experience of working in a busy Human Resources/People department. This opportunity offers a varied role, with the key area of focus being TUPE and providing support and advice to our managers on all people matters within the business and will ‘hit the ground running’. The role will suit someone who can confidently work using their initiative and support a busy team and growing business.
Group Remuneration Assistant
Location: Newcastle Upon Tyne
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 Senior Management Accountant in processing data, reconciling bank accounts and generating reporting information.
Trainee Data Analyst
Location: Newcastle Upon Tyne
We have a fantastic vacancy for a Trainee Group Data Analyst to join our friendly and enthusiastic team in Newcastle. The successful candidate will provide support and assistance to the Group Data Analysis Manager in producing the Group’s day to day reporting needs, while ensuring the data held is accurate and up to date.
This is a great opportunity for a Regulatory Assistant to join our friendly Regulatory Team. The successful candidate will work with the Business Monitoring Team to ensure that appropriate workflows are maintained. Ensuring that the Knowledge Testing Programmes are rolled out and completed on time, as well as providing compliance information to Offices in a prescribed format.
Location: Chorley, Corby, Hertford, Marlborough, Warrington, & Woodstock
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: Darlington, Oxon, Rickmansworth, South East (Maidstone) & South
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.
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.