Financial Adviser (Penrith)

Perspective Financial Group Ltd; Penrith; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

EV salary sacrifice

Cycle to Work

Eyecare support

Holiday purchase scheme

Long service awards

Discount cards

Family friendly policy

Perspective Plus

Job summary

Perspective Financial Group Ltd is seeking an experienced Financial Planner to join our team in Penrith. You will provide clients with high‑quality financial advice in line with FCA regulations, delivering a first‑class service.

This role offers a comprehensive benefits package, a 35‑hour week, and opportunities for professional development within a supportive, client‑focussed environment. Perspective offers an attractive benefits package including 25 days holiday, pension, enhanced parental

Qualifications

• Experience in providing clients with first-class financial advice in line with FCA regulations.
• Strong client-service orientation and ability to work in a regulated environment.

Responsibilities

• Provide clients with first-class financial advice in line with FCA regulations.
• Maintain high service standards and build trusted client relationships.

Skills

Financial planning

FCA regulations knowledge

Client advisory

Job description

Perspective (North West) Ltd / Perspective (Cumbria)

Job Description

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 employeesto access a new bike and safety equipment through a salary sacrifice arrangement.

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

Holiday Purchase Scheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

Long Service Awards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

Extra Discount Cards

Extras 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.

Perspective plus
Shaped around you

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.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Limited
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY