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:
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
Compliance Manager
Location: Home or Head Office based (Chorley) with onsite office visits as required
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday (rising with length of service) plus Pension, Life Assurance, Income Protection
This newly created role is pivotal to Perspective’s next stage of acquisitive growth. A large proportion of the role holder’s time will be spent performing regulatory due diligence on potential acquisitions to determine whether there are any risks present and if so, how they can be mitigated.
You will need to have a Diploma in Financial Planning or equivalent, and a working knowledge of the UK regulatory framework with a detailed knowledge of COBS and SUP handbooks. A minimum of five years’ financial services industry experience, preferably in an FCA compliance monitoring/consultancy/technical specialist role with experience of dealing with a variety of Financial Advisory firms is also required.
To see more information click here
Paraplanner/Trainee Paraplanner
Location: Marlborough, Wiltshire
Hours: 9.00am to 5.00pm, Monday to Friday
Salary: Dependent on experience and qualifications
Benefits: 20 days holiday (rising with length of service), Pension, Life Assurance, Income Protection, Eyecare, Free parking
As part of a team of four Paraplanners, you will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs.
You will instinctively provide 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.
To see more information click here
Life & Pensions Administrator
Location: Marlborough, Wiltshire
Hours: 35 hours per week, Monday – Friday 9.00am – 5.00pm
Salary: Dependent on experience and qualifications
Benefits: 20 days holiday (rising with length of service), Pension, Life Assurance, Income Protection, Eyecare, Free parking
We currently have a vacancy for a full-time Life and Pensions Administrator to join our expanding team in Marlborough. The successful candidate will work in a team that deals with client queries relating to life assurance, 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 internal and external parties. Full training will be given. The successful candidate will join our team of 10 enthusiastic and friendly colleagues.
