Earnings on positions in PERSPECTIVE FINANCIAL GROUP
Estimated salary
£ 2000
Median salary at PERSPECTIVE FINANCIAL GROUP
£ 1750Lowest salary
£ 2120The average salary
£ 2500Highest 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
Changes in earnings for the position administrator
0300 £600 £900 £1.2K £1.5K £1.8K £
0300 £600 £900 £1.2K £1.5K £1.8K £
2K £
2024
2K £
2025
Changes in earnings for the position paraplanner
0300 £600 £900 £1.2K £1.5K £1.8K £
0300 £600 £900 £1.2K £1.5K £1.8K £
2K £
2024
2K £
2025
Data based on job offers published by the company
Earnings on positions in PERSPECTIVE FINANCIAL GROUP