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.
Business Monitoring Officer (Suitability Report Oversight) – Chorley
In addition to checking the suitability of advice provided by Group Advisers to a high standard in line with the Regulator’s expectations and checking Periodic Suitability Assessments in line with MIFID II requirements and Group requirements, the role holder will create and maintain a bank of Suitability Report templates for the business, working with advisers and paraplanners to ensure these are compliant and ‘customer focussed’. The successful candidate will collaborate with Advisers and Paraplanners within the business to achieve best outcomes and work effectively with the Business Monitoring Team to identify examples of best practice and incorporate these into future guidance and Suitability Report templates.
Locations: Oxon, Corby & Maidstone
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.
Location: Chorley/Warrington, Marlborough, Newcastle, Chesham, Corby,& London (Crystal Palace)
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.