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Perspective Financial Group Ltd Logo Perspective Financial Group Ltd · Finance

Consumer Duty Integration Lead

United Kingdom · Job Posted January 09, 2026
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Job Description

Lead the end‑to‑end Consumer Duty Price and Value (“CD”) workstream for acquired businesses focusing specifically on the alignment of the Group’s Service Propositions and any subsequent amendment to ongoing Adviser Charging in line with the Group’s pricing structure. This is achieved by assessing readiness pre‑completion, standing up a firm‑specific FCA Change in Control Consumer Duty Price and Value Plan immediately post‑exchange, and driving execution to full alignment within the Group’s operating model, service levels, and MI standards. This role ensures the Consumer Duty ‘Price and Value’ outcome is evidenced through data, workflows and client communications, with a consistent approach across acquisitions.

Job Responsibility

  • Input to regulatory due diligence focusing on Consumer Duty readiness, governance, MI and board reporting
  • Prepare the Change in Control Consumer Duty Plan draft for each deal and obtain Vendor sign-off
  • Own the acquisition CD plan delivery and ensure evidence capture
  • Drive service level allocation and fee alignment to Perspective’s Service Propositions and pricing tiers
  • Ensure Fair Value Assessments and outcomes monitoring are completed
  • Coordinate with internal teams to meet the alignment timing commitments
  • Produce a standard CD progress pack for integration governance
  • Ensure appropriate documentation to support annual Consumer Duty reporting
  • Calibrate and improve the Change in Control Consumer Duty Plan template in conjunction with the Regulatory Team
  • Align Consumer Duty activities with wider Regulatory Integration milestones

Requirements

  • Hands‑on knowledge of FCA Consumer Duty and practical delivery in advice firms
  • Proven experience running data‑led change and driving completion via workflow tooling
  • Excellent stakeholder management across relevant departments
  • Level 4 Diploma in Regulated Financial Planning (or compliance equivalent)
  • Strong track record implementing price & value frameworks and fair value assessments
  • Experience in post‑acquisition integration within wealth/financial advice

Nice to have

  • Level 4 Diploma in Regulated Financial Planning (or compliance equivalent)
  • Strong track record implementing price & value frameworks and fair value assessments
  • Experience in post‑acquisition integration within wealth/financial advice

What we offer

  • 25 days holiday (rising with length of service) plus Bank Holidays
  • Birthday Leave
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Extras Discount shopping discounts
  • Cyclescheme
  • Employee Referral Scheme
  • Learning & Development Programme (Perspective Academy)
  • Birthday Day Off
  • Electric Car Scheme
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