Perspective_Academy_Brochure

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.”

Jessica Wright Senior Paraplanner Perspective (North East) Limited

The Perspective Academy

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

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Perspective Financial Group Limited

£11

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billion ASSETS UNDER MANAGEMENT

2008 FOUNDED

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OVER

M E M B E R S O F S TA F F

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Our Purpose & Vision

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Our Purpose 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.

Our Vision 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.

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Our Values 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

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We will

We always

We continually

We believe in

Do the Right Thing

Set Standards of Excellence

Deliver

Teamwork

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Trainee Financial

Planner Academy 10

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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

Your Journey Aim 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

Structure 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

Outcome Senior Paraplanner role (possibly Technical Director) Non targeted Financial Planner role Targeted Financial Planner role Achieve Diploma in Regulated Financial Planning (RO1 to RO6)

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Trainee Financial Planner Academy Outline 12

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Business Awareness/Expectations Culture Understanding self Business plan

Areas of competency that require sign off to complete Academy

Technical Capability

Soft Skills

Application of Learning

Systems

Know your customer

Professionalism

Products/Risk profile

Communication skills

Relationship management

Cash flow modelling

Questioning

Managing risk

Client objectives

Business development

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

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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

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Developing Talent in Financial Planning

www.pfgl.co.uk

V1 April 2025

PERSPECTIVE FINANCIAL GROUP LIMITED Lancaster House, Ackhurst Business Park Foxhole Road, Chorley, Lancashire PR7 1NY Tel: 0161 244 9759 Email: enquiries@pfgl.co.uk

www.pfgl.co.uk PerspectiveFGLTD

perspective-financial-group-ltd

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

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

All paper we use is carbon captured & printed by a Certified Carbon Capture® Company, which supports The Woodland Trust initiatives.

Perspective Financial Group Limited is certified by Carbon Neutral Britain reducing our carbon footprint and impact on the environment.

All of the paper we use is either FSC or PEFC accredited and sourced from managed, sustainable woodland.