Regional Director
z. Perspective Financial Group Ltd / Group Operations & Integration (split large department 10.2025)
Job Description
Reporting directly to the CEO and working closely with the CFO and CRO, you will have an understanding of an offices P&L and our Regulatory Framework and the effect both have in respect of acquisitions. You will have detailed knowledge of the IFA sector, ideally with previous financial planning experience and, therefore, able to effectively manage multiple concurrent tasks. Previous experience of integrations of acquisitions and/or change management desirable.
Office: Perspective Financial Group Limited
Location: Home Based (travel will be required)
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.
Job Requirements
- Roll-out of business development strategies to encourage organic growth amongst offices in the group by maximising new clients wins and minimising existing client losses.
- Work with advisers and office principals to establish connections within the professional market and encourage new client referrals.
- Ensuring that the vendors and where appropriate, the target’s advisers are fully appraised in respect of the firm’s CIP, known as Cambridge Investments and understand the benefits and how to confidently discuss the CIP with clients.
- Compare the firm’s current CIP to Cambridge, which includes liaising with the Reg team to discuss their findings from DD, and a detailed comparison of performance – an analyst will assist with this.
- Manage client relationships and maintain competency.
Job Responsibilities
- Ensuring that the vendors and where appropriate the target’s advisers are fully appraised in respect of the firms CIP, known as Cambridge Investments and understand the benefits and how to confidently discuss the CIP with clients.
- Keep the firms T&C managers fully appraised of the progress being made, so they can seamlessly take over post acquisition.
- Compare the firms current CIP with Cambridge, which will include liaising with the Reg Team to discuss their findings from DD, and a detailed comparison of performance – we have an analyst that will assist with this.
- Assist vendors with the creation of our master spreadsheet which is used to allocate the firm’s clients to the most suitable advisers and prepare the LOA’s/Client Agreements, it is essential that this is 100% accurate.
- Assist the integration team as and when required, which will include monitoring progress and provide solutions for any potential bottle necks ensuring minimal disruption to client service and regulatory standards being met.
- Liaise with vendors to ensure that they fully understand Perspective’s offering and provide them with responses to the vendors DD on Perspective, including details of vendors from previous acquisitions and answers to general queries they have raised.
- Oversight of the compliant and timely delivery of MiFID II compliant ongoing service reviews, following Perspective’s tried and tested process using a pre-defined suite of documents and process on IO to generate MI.
- Keep abreast of new industry developments and research the market to ensure that knowledge is current.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
