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.
Current Vacancies:
M&A Integration Project Manager
We have a fantastic opportunity to join our growth focused Mergers and Acquisitions (M&A) Team at Group level as a M&A Integration Project Manager. The successful candidate will report to the Group Acquisitions Director and be responsible for producing and implementing detailed Acquisition Integration plans; working with a wide range of stakeholders to ensure the delivery of the Group’s exciting and ambitious acquisition and integration strategy.
Financial Adviser – Chorley
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 (North West) Ltd as the premier provider of quality financial solutions in the Lancashire area and establish relationships and new business from clients.
Click here to go to Financial Adviser vacancies
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.
Click here to go to Financial Adviser vacancies
Financial Adviser – Chesham
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.
Click here to go to Financial Adviser vacancies
Paraplanner – North
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.
Click here to go to Paraplanner vacancies
Paraplanner – Crystal Palace
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.
Click here to go to Paraplanner vacancies
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.
Click here to go to Paraplanner vacancies
Group Remuneration Assistant – 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 Group Financial Controller in processing data, reconciling bank accounts and generating reporting information.
Administrator – Corby
We have a fantastic vacancy for a full-time 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.
