At a Glance
- Tasks: Provide top-notch financial advice to clients while ensuring compliance with FCA regulations.
- Company: Join a supportive and innovative team at Perspective in Penrith.
- Benefits: Enjoy competitive salary, extra holiday for your birthday, and electric vehicle leasing options.
- Other info: Flexible working hours and a range of employee benefits tailored to support you.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial planning and a passion for client service.
The predicted salary is between 29700 - 36300 £ per year.
We are currently looking for an experienced Financial Planner to join our team in Penrith. The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
Office: Perspective (Cumbria)
Location: Penrith
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.
- Electric Vehicle Scheme: Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.
- Cycle to Work Scheme: Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.
- Eyecare Support: Designed to help employees stay comfortable and supported when working with display screen equipment.
- Holiday Purchase Scheme: Gives eligible employees the option to buy up to five additional days of holiday each year.
- Long Service Awards: Designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.
- Extra Discount Cards: Give employees an easy way to make everyday spending go further.
- Family Friendly Policy: Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.
We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you:
- 25 days holiday
- Pension
- Enhanced Parental Pay
- Life Assurance
- Learning & Development
- Employee Referral Scheme
Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
Financial Adviser (Penrith) employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
