Perspective is always looking for high calibre Financial Advisers across the UK. Working to exacting compliance and quality standards, advisers provide financial advice to clients and make recommendations on how to best meet their goals. Perspective advisers provide first class financial planning and advice to existing and new clients of the local Perspective office.
For more information or an informal discussion, please contact Ian Wilkinson, Chief Executive Officer, at email@example.com or if you prefer, contact the office principal of the office which you would wish to join, details of which can be found on Our Locations page.
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.
The candidate will be an ambassador of Perspective (South West) Ltd as the premier provider of quality financial solutions in the Wiltshire area and establish relationships and new business from clients.