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Regional Director

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Perspective Financial Group Ltd

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Location:
United Kingdom

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Reporting directly to the CEO and working closely with the CFO and CRO. 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). Please note: any offer of employment is subject to satisfactory criminal record background checks.

Job Responsibility:

  • 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

Requirements:

  • Understanding of an offices P&L and Regulatory Framework and the effect both have in respect of acquisitions
  • Detailed knowledge of the IFA sector
  • Ideally with previous financial planning experience
  • Able to effectively manage multiple concurrent tasks
  • Previous experience of integrations of acquisitions and/or change management desirable
What we offer:
  • 25 days holiday (rising with length of service) plus Bank Holidays
  • Holiday Purchase Scheme
  • Birthday leave
  • E-Discounts
  • Electric Car Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Cyclescheme
  • Employee Referral Scheme
  • Learning & Development Programme (Perspective Academy)

Additional Information:

Job Posted:
January 01, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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