The training offered through Perspective provided me with an introduction to an industry I had little knowledge of and as I had expected it was a steep learning curve, but a challenge that I have really enjoyed.”
Ian Wilkinson CEO, Perspective Financial Group Limited
Welcome to the Perspective Academy. We created the Perspective Academy in 2014 to grow our next generation of financial planners and paraplanners who will share our client-centric and ethical approach which is firmly embedded within our business and supports our employees’ growth and career aspirations.
Investing in our employees’ development to reach their full potential whilst creating a robust succession plan is very important to our business and clients. Our clients are accustomed to our industry leading expertise and trusted advice, and there is no better way to provide this in the future than cultivating talent through our Academy, where they are trained to the highest standards.
Whether you are fresh out of school, university, or simply wanting a career change, our Academy provides a range of financial planning training to help you progress through your financial services career.
Our Academy prides itself on supporting you to embed and apply the knowledge you are gaining through your studies in practice, by working closely with one of our experienced and highly qualified team over a period of time, depending on your level of experience when you join the Academy. This allows you to build your career, whilst equipping you with the skills and experience required for your development for a long and satisfying career within the industry.
If a career with Perspective Financial Group Limited appeals to you, please get in touch by emailing academy@pfgl.co.uk
700OVER MEMBERS OF STAFF
We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
To build a sustainable and socially responsible business that is trusted by our staff and clients, never detracting from our core value that our clients come first in everything we do.
We are Client-centric
Our clients are at the heart of everything we do.
Six core values guide what we do every day.
We become a Trusted Member of the Family
Provide support colleagues with a route to become a Financial Planner
Develop client centric approach to providing advice
Gain deeper understanding of Financial Services industry
Understand Perspective’s culture and requirements to provide advice
Successfully deliver the day job
Complete qualifications required
Focus on soft skills and learn more about client behaviours
Work through learning plan with known evaluation/competency check points
I have really benefited from the weekly training alongside the ongoing support from colleagues. The academy here at Perspective provides a very clear progression framework.”
Kevin Lokko Paraplanner Perspective (South) Limited
Senior Paraplanner role (possibly Technical Director)
Non targeted Financial Planner role
Targeted Financial Planner role
Achieve Diploma in Regulated Financial Planning (RO1 to RO6)
Areas of competency that require sign off to complete Academy
Technical Capability
Systems
Products/Risk profile
Cash flow modelling
Client objectives
Soft Skills
Know your customer
Communication skills
Questioning
Business development
Application of Learning
Professionalism
Relationship management
Managing risk
Business plan
Learning objectives
Personal development
Successfully delivering the day job through demonstration of above competencies
Professional qualifications (subject to sign off from Head of Academy)
Flexible approach via discussion with Head of Academy to take in and release delegates during programme where appropriate for individual’s development
I have found the training to be very engaging and enjoyed having the responsibility of being able to manage my own workload.”
Michael Gahagan
Senior Paraplanner Perspective (North East) Limited
