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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)
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