Perspective Financial Group Ltd is always looking for ambitious, talented and experienced Financial Planners, 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 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:
Compliance Officer
Location: Remote with occasional travel required to Head Office in Chorley, and to visit target acquisition firms.
We have a fantastic opportunity to join our Regulatory function as a Compliance Officer. The successful candidate will assist the Senior Compliance Manager with Regulatory Due Diligence exercises, comprising reviews of systems and controls, suitability of advice, identification of risks and understanding a target firm’s culture all of which will be summarised in a formal written Report for Board consideration.
Click here to read the full job description
Group Data Administrator
Location: Newcastle Upon Tyne
We currently have a vacancy available for a Group Data Administrator to join our friendly team in Newcastle. The successful candidate will provide support and assistance to the Group Remuneration Manager and Senior Management Accountant in processing data, reconciling bank accounts and generating reporting information.
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M&A Coordinator
We have an exciting opportunity to join our growth focused M&A Team at Group level as a Mergers and Acquisitions (M&A) Coordinator. The successful candidate will report to the Group Acquisitions Director and help coordinate all aspects of the Group’s acquisition and integration strategy, planning and delivery.
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Project Manager
We have a fantastic opportunity for a Project Manager to join our growing and ambitious financial business to assist with the delivery of varied projects across the organisation. The successful candidate will report to the M&A Integration Project Manager and be responsible for the coordination and completion of projects. This role will include overseeing all aspects of projects, from setting deadlines, building project plans, assigning responsibilities, monitor and summarising progress of projects, and preparing reports for upper management regarding status of projects.
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Regulatory Assistant
This is a great opportunity for a Regulatory Assistant to join our friendly Regulatory Team. The successful candidate will work with the Business Monitoring Team to ensure that appropriate workflows are maintained. Ensuring that the Knowledge Testing Programmes are rolled out and completed on time, as well as providing compliance information to Offices in a prescribed format.
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Training and Development Manager
Location: Home based but with travel to offices and prospective offices as and when required.
We currently require two highly motivated individuals with a friendly and confident manner to support the integration of processes and systems across the Group with particular focus on acquisitions. Candidates must have previous experience and understanding of back-office systems such as Volume, Intelligent office, and will need to be able to prioritise a demanding and time sensitive workload. The ideal candidate will be a strong communicator with the ability to develop relationships. A key focus will be providing coaching/training across our processes as we integrate business and therefore previous experience in this area is required. Traveling across various offices will be required.
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Administrators
Location: Home Counties (Chesham), North West (Chorley), North West (Warrington,) Northants & Cambs (Corby), Oxon (Woodstock) & South West (Marlborough)
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.
Click here to view our current Administrator vacancies
Financial Planner
Location: North East (Darlington), Oxon, Home Counties (Chesham & Rickmansworth), South (Milton Keynes) & Thornton Springer (Crystal Palace)
We have a great opportunity for Financial Planners wanting to start their career with us. 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 successful candidate will be an ambassador of Perspective as the premier provider of quality financial solutions and establish relationships and new business from clients.
Click here to view our current Financial Planner vacancies
Paraplanners
Location: Home Counties (Chesham) & North West (Chorley)
The successful candidate will work closely with our Financial Planners 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 view our current Paraplanner vacancies
