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Perspective Financial Group Ltd

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Senior M&A Administrator

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Join our growing M&A Team as a Senior Administrator in Staffordshire. You will oversee integration projects, liaise with third parties, and manage team logistics. We seek a proactive, highly organised professional with outstanding communication skills. Enjoy benefits like a holiday purchase schem...
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United Kingdom , Staffordshire
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Not provided
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Perspective Financial Group Ltd
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Financial Adviser

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Join our team in Southend-on-Sea as a Financial Adviser. Provide holistic financial planning and first-class advice on pensions, investments, and protection. We seek an FCA-compliant professional with strong analytical and communication skills. Benefits include a generous holiday package, pension...
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United Kingdom , Southend-on-Sea
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Perspective Financial Group Ltd
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Paraplanner

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Join our team in Maidstone as a Paraplanner, providing vital technical support to Financial Planners. Your role involves detailed research, crafting compliant Financial Planning Reports, and ensuring excellent client service. We seek an experienced, diploma-qualified professional with outstanding...
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United Kingdom , Maidstone
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Perspective Financial Group Ltd
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Financial Administrator

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Join our Bexhill-on-Sea office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and ensure excellent service. This varied position offers benefits like holiday purchase, a learning academy, an...
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United Kingdom , Bexhill-on-Sea
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Not provided
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Perspective Financial Group Ltd
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Paraplanner

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Join our Dore office as a Paraplanner, providing vital technical support and research for our Financial Planners. You will create compliant Financial Planning Reports and ensure excellent client service. This role requires proven paraplanning experience, strong analytical skills, and excellent or...
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Location
United Kingdom , Dore
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Not provided
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Perspective Financial Group Ltd
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Financial Planner

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Join our team in Chorley as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented, communicative professional with strong analytical skills. Enjoy benefits like a holiday purchase scheme, bi...
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Location
United Kingdom , Chorley
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Not provided
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Perspective Financial Group Ltd
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Financial Planner

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Join our team in Warrington as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients meet their goals. We seek a detail-oriented professional with strong analytical and communication skills. Enjoy benefits including a holiday purchase...
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Location
United Kingdom , Warrington
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Not provided
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Perspective Financial Group Ltd
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Office Manager

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Seeking an Office Manager in Stoke-on-Trent to lead back-office teams and ensure smooth daily operations. This key role requires strong line management, excellent organisational skills, and proficiency in MS Office. Enjoy benefits like a holiday purchase scheme, pension, and a comprehensive learn...
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Location
United Kingdom , Stoke-on-Trent
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Not provided
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Perspective Financial Group Ltd
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Financial Planner

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Join our team in Oswestry as a Financial Planner. Provide holistic, FCA-regulated advice on pensions, investments, and protection to help clients achieve their goals. This role requires strong analytical, communication, and planning skills. We offer a competitive package including a pension, gene...
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Location
United Kingdom , Oswestry
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Not provided
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Perspective Financial Group Ltd
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Paraplanner

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Join our Belfast team as a Paraplanner, providing vital technical support and research for Financial Planners. This integral role requires proven paraplanning experience, excellent report writing skills, and strong analytical abilities. You will produce compliant Financial Planning Reports and en...
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Location
United Kingdom , Belfast
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator

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Join our Warrington office as a Financial Administrator, a key role providing high-quality support to our financial planning team. You will manage client queries on pensions and investments, liaise with providers, and handle varied office administration. We seek an experienced, organised professi...
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United Kingdom , Warrington
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Perspective Financial Group Ltd
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Consumer Duty Integration Lead

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Lead the Consumer Duty Price and Value integration for acquired UK wealth firms. You will ensure FCA compliance by aligning service propositions, adviser charging, and implementing data-led fair value frameworks. This role requires hands-on FCA Consumer Duty knowledge, post-acquisition experience...
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Location
United Kingdom
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Perspective Financial Group Ltd
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