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Perspective Academy

Welcome to the Perspective Academy. We created the Perspective Academy in 2014 to grow our next generation of financial planners and paraplanners who will share our client-centric and ethical approach which is firmly embedded within our business and supports our employees' growth and career aspirations.

Investing in our employees’ development to reach their full potential whilst creating a robust succession plan is very important to our business and clients. Our clients are accustomed to our industry leading expertise and trusted advice, and there is no better way to provide this in the future than cultivating talent through our Academy, where they are trained to the highest standards.

Whether you are fresh out of school, university, or simply wanting a career change, our Academy provides a range of financial planning training to help you progress through your financial services career.

Our Academy prides itself on supporting you to embed and apply the knowledge you are gaining through your studies in practice, by working closely with one of our experienced and highly qualified team over a period of time, depending on your level of experience when you join the Academy. This allows you to build your career, whilst equipping you with the skills and experience required for your development for a long and satisfying career within the industry.

If a career with Perspective Financial Group Ltd appeals to you, please get in touch with us using the form above.

Apply Now To Our Perspective Academy

If you are interested in joining our Perspective Academy or would like more information please email Dan Stokoe, Head of Academy.

Email Dan

I started working at Perspective in July 2019 and completed my Diploma in Financial Planning in May 2021. I am currently working towards my Advanced Diploma, alongside advising clients in my role as a Financial Planner, which I hope to complete by the end of 2022 with the aim of becoming Chartered in 2024.”

Olivia Lowe, Financial Planner Perspective (West) Ltd

Your future, your choice

In recognition of that fact that not everyone feels comfortable with having a financial target, once you become diploma qualified you will have three options:

  • Remain as a Paraplanner
  • Become an Financial Planner without a target
  • Become an Financial Planner with a target

We currently have 34 employees from Apprentice Administrator to Trainee Financial Planner enrolled in our Academy undertaking the necessary training and Professional Qualifications to support their development and reach their full potential.

So, come and join us and together we can shape our future with the Perspective Academy.

Professional Development

We will support you by funding your study and resources, whether you undertake a Finance Apprenticeship or Diploma in Financial Planning. In addition, we will develop your personal and technical skills, enhance your experience and provide you with a mentor for support and guidance.

What We Look For

Whilst your academic background is important, what matters to us most are your personal qualities: professionalism, passion, enthusiasm and a willingness to work and study hard to achieve your ambitions.

Testimonials

  • I started working at Perspective in July 2019 and completed my Diploma in Financial Planning in May 2021. I am currently working towards my Advanced Diploma, alongside advising clients in my role as a Financial Planner, which I hope to complete by the end of 2022 with the aim of becoming Chartered in 2024.”

    Olivia Lowe, Financial Planner Perspective (West) Ltd

  • Since joining Perspective in June 2021, I have been made very comfortable and welcome within the team at North West. The training academy has provided me with helpful resources as well as great help & support from colleagues to progress through my exams and work towards a role as a Financial Adviser.

    I have found the training programme very flexible, it has allowed me to work through my exams around my own workload & schedule. I am currently working towards a diploma in financial planning & I am enjoying studying and learning more about the industry.

    Brandon EcclesPerspective (North West) Ltd

  • I started working as a Trainee Paraplanner in July 2016 and gained my Certificate in Paraplanning and Diploma in Regulated Financial Planning in May 2018. As a result of achieving the Certificate in Paraplanning I am now working as a Paraplanner. I am also now studying for the Advanced Diploma in Financial Planning and in December 2018 passed my first exam for this. I find working alongside studying really helps to give the information I read in the study books a real life perspective and how it works for our clients in practice. I have also received a lot of support and guidance which I feel has been extremely valuable in helping me pass my exams and in my role as a Paraplanner.

    Jessica WrightPerspective (North East) Ltd

  • The training programme offered through Perspective provided me with an introduction to an industry I had little knowledge of and as I had expected it was a steep learning curve, but a challenge that I have really enjoyed.

    While studying towards the exams does take a lot of hard work, having the necessary support in place from colleagues and external sources has been a huge help towards becoming qualified. Sitting the exams alongside the day-to-day job has given me the opportunity to apply the knowledge learned through studying.

    Michael GahaganPerspective (North East) Ltd