Skip to content
Close

You have left the pages of Paraplanner Jobs. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here.

Perspective is always looking for both experienced and aspiring technically excellent Paraplanners across the UK. Working alongside local Financial Advisers, Paraplanners support Advisers by conducting product and fund research, writing Suitability Reports and helping find solutions for both private and corporate clients.

For more information or an informal discussion, please contact Ian Wilkinson, Chief Executive Officer, at ian.wilkinson@pfgl.co.uk 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.


Paraplanner 

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.

 

Current Vacancies:

To read the full job description for your preferred location, please click on the link below: 

Paraplanner –  Woodstock, Oxon

Paraplanner – Chorley

Paraplanner – Corby

Paraplanner – Milton Keynes

Paraplanner – Chesham 

Delivered by