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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, Group Managing Director, 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.

 

Current Vacancy:

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.

 

Specific Responsibilities:

 The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

  • Supporting the Advisers by conducting research on products and helping find solutions for medium to high net worth clients and companies
  • Writing Financial Planning Reports that our Advisers present to clients
  • Arranging for plans to be submitted to provider companies
  • Assisting with reviews and customer requests as well as acting as a point of contact for the our clients to deal with day to day queries
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

 

Experience & Skills: 

  • Experience working in a “Whole Of Market” Financial Advice firm preferably as a Paraplanner is essential
  • Role holders will be motivated, friendly and professional at all times.
  • Excellent time management and organisational abilities.
  • Outstanding communication skills at all levels
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change

 

Please send your CV and cover letter to recruitment@pfgl.co.uk

 

 

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

 

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.

 

Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

  • Supporting the Advisers by conducting research on products and helping find solutions for medium to high net worth clients and companies
  • Writing Financial Planning Reports that our Advisers present to clients
  • Arranging for plans to be submitted to provider companies
  • Assisting with reviews and customer requests as well as acting as a point of contact for the our clients to deal with day to day queries
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

 

Experience & Skills:

  • Experience working in a “Whole Of Market” Financial Advice firm preferably as a Paraplanner with 2 years experience or more is essential
  • Role holders will be motivated, friendly and professional at all times
  • Excellent time management and organisational abilities
  • Outstanding communication skills at all levels
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change
  • Occasional travel to our Sheffield office will be required

 

Please send your CV and cover letter to recruitment@pfgl.co.uk

 

Paraplanner or Trainee Paraplanner

Location: Marlborough, Wiltshire

Hours: 9.00am to 5.00pm, Monday to Friday

Salary: Depending on experience and qualifications

Benefits: 20 days holiday (rising with length of service) + bank holidays, Pension, Life Assurance, Income Protection, Eyecare, Free parking

 

Role Description:

As part of a team of four Paraplanners, 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.

 

Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

  • Supporting the Advisers by conducting research on products and helping find solutions for medium to high net worth clients and companies
  • Writing Financial Planning Reports that our Advisers present to clients
  • Arranging for plans to be submitted to provider companies
  • Assisting with reviews and customer requests as well as acting as a point of contact for the our clients to deal with day to day queries
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

 

Experience & Skills:

  • Experience working in a “Whole Of Market” Financial Advice firm preferably as a Paraplanner or Trainee Paraplanner
  • Role holders will be motivated, friendly and professional at all times.
  • Excellent time management and organisational abilities.
  • Outstanding communication skills at all levels
  • Working towards Diploma in Regulated Financial Advice
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change

 

Progression:

  • Financial support and study time off for appropriate qualifications.
  • Opportunities for advancement within the company including becoming a Financial Adviser for those who wish to consider this for their future

 

Please send your CV and cover letter to recruitment@pfgl.co.uk

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