Growing our next generation

July 19, 2019

Ian Wilkinson, group managing director of Perspective Financial Group Ltd, highlights the importance of Perspective’s in-house Training Academy as it celebrates its fifth birthday

Creating the Perspective Training Academy in 2014 was a significant step for the group. We had formed a clear view that growing our next generation of employees was best done in-house.

That way, we could be sure that our future financial advisers, paraplanners and administrative staff would all share our client-centric and ethical approach, which is firmly embedded at the core of our business.

Our clients are accustomed to our industry- leading expertise and trusted advice. We are convinced that recruiting talented people and training them in-house to the highest standards is the best way.

Our Training Academy differs from many of those operated by our competitors. It is not classroom based, it doesn’t focus on employees simply passing the relevant exams to become diploma qualified over a period of six to nine months, at which point they are deemed able to provide advice to clients.

Instead, our employees learn how to apply the knowledge they gain through their studies in practice when advising clients, by working closely with one of our highly-qualified advisers. They spend a minimum of three years in this role.

We currently have 20 employees from apprentice administrators to trainee financial advisers enrolled in our Training Academy undertaking the necessary training and professional qualifications. Our target is to double this to 40 employees within the next two years, as part of creating a robust succession plan that will be very important to our business.

A career in financial planning and wealth management is exciting and stimulating. While an academic background is important, what matters to us most are personal qualities: professionalism, passion, enthusiasm and a willingness to work and study hard to achieve your ambitions. We are always looking for talented and motivated people to join our team at all levels. With 15 offices nationally, including the group’s largest office in Newcastle, we can offer opportunities across the UK.

I am always delighted to discuss opportunities with people who want to join our group.

“Having progressed to an adviser, I can say that the key to my development has been building strong relationships with the individuals that support me, in particular, my colleagues.”

Joe Devine, financial adviser, Perspective (West) Ltd

“I find working alongside studying helps to give the information I read in the study books a real-life perspective and how it works for our clients in practice.”

Jessica Wright, paraplanner, Perspective (North East) Ltd

Perspective Financial Group Ltd
Contact Ian on ian.wilkinson@ or call 0191 217 3340.
Alternatively, visit:

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