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.
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.
Business Monitoring Officer
Perspective Financial Group Ltd is a leading firm of financial planners, providing a wide range of financial services for both corporate and individual clients. Our services include comprehensive packages of advice, information and financial administration for both companies and private individuals. Our clients range from PLCs to sole traders and from high net worth individuals to those just beginning work.