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:
Life & Pensions Administrator
Location: Chorley, Lancashire PR7
Hours: Full time, Monday to Friday, 9am – 5pm
Salary: Dependent on experience
Benefits: 23 days holiday, Pension, Life Assurance and Free Parking
Perspective (North West) Ltd is a leading firm of financial planners and wealth managers providing a wide range of financial services for both corporate and individual clients. Our clients range from PLCs to sole traders, and from high net worth individuals to those just beginning their career.
We are a company of quality individuals with many years of experience and considerable expertise. Our understanding of the sector combined with the freedom of being privately owned, allows us to provide outstanding advice and an individually tailored service to every client.
This success comes from the technical excellence of our people, and also to our commitment to giving practical, hands-on advice and a constant investment in technology and administrative services.
Perspective (North West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers, enabling our clients and staff to benefit from the scale this brings.
To see more information click here
Life & Pensions Administrator
Location: Maidstone, Kent ME16
Hours: 35 hours per week, Monday to Friday, 9am – 5pm
Salary: Depending on qualifications and experience
Benefits: 25 days holiday + bank holidays, Pension, Life Assurance, Income Protection, Eyecare and Free parking
Job Description
Perspective (South East) Ltd has a vacancy for a full-time Life and Pensions Administrator to join our expanding team in Maidstone. 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 12 enthusiastic and friendly colleagues.
To see more information click here
Financial Adviser
Location: Chorley, Lancashire PR7, with travel as required
Hours: Full time, Monday to Friday
Salary: Dependent on experience and qualifications, plus bonus
Benefits: 25 days holiday, Pension and Life Assurance and free parking
Perspective (North West) Ltd is a leading firm of financial planners and wealth managers providing a wide range of financial services for both corporate and individual clients. Our clients range from PLCs to sole traders, and from high net worth individuals to those just beginning their career.
We are a company of quality individuals with many years of experience and considerable expertise. Our understanding of the sector combined with the freedom of being privately owned, allows us to provide outstanding advice and an individually tailored service to every client.
This success comes from the technical excellence of our people, and also to our commitment to giving practical, hands-on advice and a constant investment in technology and administrative services.
Perspective (North West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers, enabling our clients and staff to benefit from the scale this brings.
Role Description:
You will provide clients with financial advice and make recommendations on how best to meet their goals. You will be taking over an existing client bank which historically has generated sufficient new business to earn the adviser a bonus. The ideal candidate will be able to research the marketplace for available products and services, identify clients’ 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 (North West) Ltd’s existing and prospective clients.
To see more information click here
Financial Adviser
Location: Bradford, West Yorkshire BD16, with travel as required
Hours: Full time, Monday to Friday
Salary: Dependent on experience and qualifications, plus bonus
Benefits: 25 days holiday, plus Pension and Life Assurance
Role Description:
A major part of this role involves managing and driving forward a joint venture with a firm of established Chartered Accountants.
You will provide first class financial planning and wealth management advice to existing and prospective clients. You will need to work independently to establish and develop your own mini business, but effectively all leads are provided via the joint venture.
The ideal candidate will be able to research the marketplace on available products and services, identify client needs, design financial strategies and gain commitment from clients to proceed with your recommendations.
To see more information click here
Paraplanner
Location: Crystal Palace, London, SE19
Hours: 9.00am to 5.00pm, Monday to Friday
Salary: Dependent on experience and qualifications
Role Description:
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
Paraplanner
Location: Bingley, Bradford, West Yorkshire, BD16
Hours: 9.00am to 5.00pm, Monday to Friday, however part-time applications are welcome
Salary: Dependent on experience and qualifications
Benefits: 25 days holiday + bank holidays, Pension, Life Assurance, Eye care
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
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
