Perspective Financial Group

The role involves supervising financial planners across multiple regions to ensure compliance with the Group Competency Scheme. You will also provide coaching, feedback, and support the delivery of training interventions to help planners progress.

Supports Consumer Duty obligations by strengthening the technical suitability of financial advice and ensuring client-facing documentation is clear and accurate. Responsibilities include resolving technical queries, maintaining report templates in Intelligent Office, and providing guidance on file reviews.