PERSPECTIVE FINANCIAL GROUP Salary
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8 reviews
Chorley
LANCASTER HOUSE, ACKHURST BUSINESS PARK FOXHOLE ROAD CHORLEY PR7 1NY ENGLAND
Phone:
+44 161 244 9759
TIN:
06455775
[email protected]
Finance and Insurance

Earnings on positions in PERSPECTIVE FINANCIAL GROUP

Choose a position
administrator
2K £
▲1%
paraplanner
2.5K £
0%

Changes in earnings for the position administrator

Average annual salary

Current

2028£

latest offer

Total change

+1%

since 2024

Latest change

+1%

vs previous period

Average period

2014£

out of 2 points

0500 £1K £1.5K £2K £
0500 £1K £1.5K £2K £
2024
2025

Changes in earnings for the position administrator

Average annual salary

Current

2028£

latest offer

Total change

+1%

since 2024

Latest change

+1%

vs previous period

Average period

2014£

out of 2 points

0500 £1K £1.5K £2K £
0500 £1K £1.5K £2K £
2024
2025

Data based on job offers published by the company

Earnings on positions in PERSPECTIVE FINANCIAL GROUP

Average salary in this position
Average salary in this position in the country
administrator
2020 £
11%
2225 £
paraplanner
2500 £
19%
2952 £

National average salary

2950 £

Average salary in this company

2120 £

Estimated salary

£ 2000

Median salary at PERSPECTIVE FINANCIAL GROUP

£ 1750 Lowest salary
£ 2120 The average salary
£ 2500 Highest salary

PERSPECTIVE FINANCIAL GROUP is looking for employees for positions:

hr administrator

Working hours

  • full-time

Responsibility

  • we are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector
  • our Purpose, Vision and Values are at the core of what we do
  • we are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners
  • for us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term
  • the qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development
  • support the onboarding of new starters, including People/H&S inductions and ensure all new starter documentation received and stored
  • support People projects as and when required
  • maintain and update employee files

Salary

  • salary

Requirements

  • role Requirements
  • you will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner

project coordinator

Working hours

  • full-time

Responsibility

  • we are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector
  • our Purpose, Vision and Values are at the core of what we do
  • we are one of the UK’s leading financial planning and wealth management firms with over 30 local offices nationwide. Founded in 2008, we employ over 400 people including over 160 highly qualified financial planners and paraplanners
  • for us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term
  • the qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development
  • work with the M&A Integration Project Manager to establish, implement and maintain strong, pragmatic project frameworks in line with the strategic aims of the Group that can be optimized and reused across all M&A activity
  • identify project risks, including proactive identification of inaccuracies, escalating significant issues to the M&A Integration Project Manager, ensuring all obstacles to integration delivery are identified, flagged and addressed in a timely manner
  • liaising and negotiating with external contractors and suppliers

Salary

  • salary

Requirements

  • essential Role Requirements
  • previous experience working in the Financial Services industry is desirable
  • previous experience within a project coordinating role is desirable
  • knowledge of PRINCE2 project methodology, themes and processes are desirable
  • proactive and flexible; comfortable working in a dynamic business environment with constantly changing priorities
  • experience working on IT Projects and knowledge of IT and Telephony system integration is desirable
  • meticulous attention to detail and accuracy and a highly conscientious approach to work
  • effective time management and organisational skills

accounts payable clerk

Working hours

  • full-time

Salary

  • salary

Requirements

  • great attention to detail
  • outstanding communication skills at all levels
  • experience of using NetSuite, WebExpenses and Lloyds Commercial Banking Online
  • previously worked in Financial Services
  • excellent organisational and multi-tasking abilities
  • experience of working as part of a team
  • flexibility/adaptability to cope with change
  • the ability to work to tight deadlines

data administrator

Working hours

  • full-time

Responsibility

  • we are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector
  • our Purpose, Vision and Values are at the core of what we do
  • interpretation and analysis of information
  • data cleansing from various sources
  • we are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners
  • support with day-to-day reporting needs
  • stakeholder management
  • for us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term

Salary

  • salary

Requirements

  • role requirements
  • Outstanding planning and multi-tasking abilities are essential
  • experience working with Intelliflo Office is advantageous
  • excellent knowledge of Excel and its use to produce reports
  • while knowledge of financial markets may be an advantage, it is not a requirement as you will be provided with all the necessary training and tools to succeed in the role
  • analytical and problem-solving skills
  • you will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner
  • experience of working as part of a team

data administrator

Working hours

  • full-time

Responsibility

  • we are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector
  • our Purpose, Vision and Values are at the core of what we do
  • we are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners
  • for us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term
  • the qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development
  • ensuring that security is maintained within the systems

Salary

  • salary

Requirements

  • role requirements
  • Outstanding planning and multi-tasking abilities are essential
  • experience working with Intelliflo Office is advantageous
  • excellent knowledge of Excel and its use to produce reports
  • analytical and problem-solving skills
  • experience of working as part of a team
  • flexibility and adaptability to cope with change
  • first-rate communication skills at all levels

senior administrator

Working hours

  • full-time

Salary

  • salary

Requirements

  • role requirements
  • experience in a Financial Planning firm and as an Administrator or Paraplanner is essential
  • an understanding of Model Portfolios/DFMs preferable
  • good working knowledge of IO and Platform experience essential
  • ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
  • analytical and problem-solving skills
  • experience of working as part of a team
  • excellent organisational and multi-tasking abilities are essential

Responsibility

  • ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
  • assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries

mortgage advisor

Working hours

  • full-time

Salary

  • salary

Responsibility

  • you will provide clients with Mortgage advice and make recommendations on how to best meet their goals
  • you will be able to research the marketplace on available products and services, identify customers’ needs and gain commitment from clients to proceed with your recommendations
  • you will be successful in generating new business, using initiative in personal and business development and will take part in regular branch meetings to discuss best practice and build lasting relationships
  • you will be an ambassador of Perspective Financial Group Limited as the premier provider of quality financial solutions and establish relationships and new business from clients

Requirements

  • ceMap Qualified
  • experience in a pressurised role working towards targets and deadlines
  • good understanding of the full Mortgage Process from initial inception through to completion
  • demonstrate professionalism and exceptional customer service, to ensure the highest levels of performance are achieved
  • resilient, organised, numerate and detail oriented
  • ability to communicate effectively orally and in writing across various audiences
  • IT literate
  • experience of working with Financial Planners and an understanding of the full financial planning picture

planner

Working hours

  • full-time

Salary

  • salary

Requirements

  • experience as a Financial Planner or relevant experience
  • knowledge of FCA rules relating to the financial advice process
  • qualified to Level 4 Diploma in Financial Planning as a minimum
  • working knowledge of Compliance
  • accuracy, attention to detail and the ability to explain complex information clearly and simply
  • knowledge of the current market place
  • good knowledge of compliance, TCF, Data Protection Act and
  • anti-Money Laundering requirements

administrator

Language

  • english

Salary

  • salary

Education

  • GCSE or equivalent

Responsibility

  • to undertake…
  • supporting with logging and management of any new business introductions and acquisition opportunities
  • scheduling meetings with third parties
  • client correspondence, written and verbal
  • oversight of office inventory for the M&A Team, including ensuring an adequate supply of consumables, such as stationary or printer ink
  • processing New Business
  • assisting with the administration for several simultaneous integration projects and communication; including the preparation of letters, forms and other formal documentation
  • preparation of client review packs

Requirements

  • production of concise business correspondence; proofreading for grammar, spelling and punctuation with a high degree of accuracy
  • showing initiative and a proactive approach to tasks
  • outstanding communication skills at all levels
  • analytical and proactive problem-solving skills
  • A reliable person who can manage and prioritise workloads
  • you will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner
  • organisational and multi-tasking abilities are essential
  • customer service: 1 year

paraplanner

Responsibility

  • we have a fantastic vacancy for a Paraplanner to join our busy Newcastle under Lyme Office
  • we have a fantastic vacancy for a Paraplanner to join our busy Preston Office
  • we have a fantastic vacancy for a Paraplanner to join our busy Maidstone Office
  • we have a fantastic vacancy for a Paraplanner to join our busy Marlborough Office
  • we have a fantastic vacancy for a Paraplanner to join our busy Dinnington Office
  • we have a fantastic vacancy for a Paraplanner to join our busy Woodstock Office
  • after assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports
  • writing Financial Planning Reports that our Planners present to clients

Salary

  • salary

Requirements

  • experience in a Financial Advice firm and Paraplanner/ report writing skills is essential
  • experience in a Financial Advice firm is essential
  • diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered
  • A reliable individual who has the ability to manage and prioritise workloads
  • outstanding communication skills at all levels
  • reliable individual with the ability to manage and prioritise workloads
  • outstanding communication skills
  • ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy