Perspective Financial Group

We are looking for a driven and experienced Marketing Campaign Manager to join our growing marketing team within a leading financial services organisation. This is a pivotal role responsible for delivering integrated, insight‑led marketing campaigns that directly support our commercial and growth objectives. Operating in a fast‑paced and regulated environment, you will own the end‑to‑end delivery of multiple campaigns, combining strategic thinking, creative execution and rigorous performance measurement. You’ll work cross‑functionally with stakeholders across the business and play a key role in bringing our marketing strategy to life. If you thrive on turning objectives into action, love using data to optimise performance and enjoy seeing tangible results from your work, this role offers a real opportunity to make an impact. Office: Perspective Financial Group Ltd Location:​ ​Home Based Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours) Salary: Competitive dependant on experience and qualifications. Available upon request. Please note: any offer of employment is subject to satisfactory criminal record background checks. What We’re Looking For - Proven experience as a Campaign Manager or similar role within financial services or a regulated environment. - Strong strategic and creative thinking, with the ability to build compelling, results‑driven campaigns. - Excellent writing skills, with confidence crafting and briefing compliant marketing copy. Hands‑on experience with: - UTM set‑up and tracking - Google Analytics (GA4) - HubSpot (campaigns, reporting and lead nurture workflows) - Strong analytical skills with the ability to turn data into insight and action. - Exceptional project management and organisational skills, comfortable managing multiple campaigns simultaneously. - Proactive, detail‑oriented and solution‑focused. - Confident communicator, able to work effectively with senior stakeholders and cross‑functional teams. - Plan, manage and deliver integrated, multi‑channel marketing campaigns aligned to business and marketing strategy. - Translate objectives into clear campaign plans, defining audiences, messaging, KPIs, timelines and budgets. - Lead campaign ideation, messaging and creative briefing, ensuring all activity is on brand, compliant and customer‑focused. - Write and oversee the development of high‑quality campaign copy, including emails, landing pages and nurture content. - Coordinate cross‑functional teams and external partners to ensure campaigns are delivered on time and on budget. - Set up and manage UTM tracking, ensuring accurate attribution and performance measurement. - Use Google Analytics and HubSpot to monitor, optimise and report on campaign performance. - Build and optimise lead nurture journeys to drive engagement and conversion through the funnel. - Produce clear, insightful reports demonstrating progress against marketing and commercial objectives. - Manage campaign budgets and continuously optimise activity to maximise ROI. - Drive continuous improvement by applying insights, testing new approaches. 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

We are looking for a technically strong Power BI Developer to join the Central BI team. This role is focused on designing, building, and optimising robust Power BI semantic models, reports, and dashboards, with strong emphasis on financial and business performance data. The role requires deep hands-on expertise in Power BI development, DAX, data modelling, and SQL, alongside the ability to translate business requirements into scalable, high-quality reporting solutions. Location: Home-basedHours: Monday – Friday 9am to 5pm with a one hour break (35 hours)Salary: Competitive dependant on experience and qualifications. Available upon request. Please note: any offer of employment is subject to satisfactory criminal record background checks. Technical Skills - Strong commercial experience (3+ years) developing Power BI reports and semantic models in a business environment. - Advanced Power BI skills, including DAX, data modelling, filter context, row context, and performance optimisation. - Strong SQL skills for data querying, validation, and data analysis. - Strong understanding of star schema design and data modelling best practices for BI. - Experience working with financial data, metrics, and KPI reporting. - Ability to troubleshoot data, model, and visual-level issues independently. Other Skills - Strong analytical and problem-solving skills, with the ability to work directly with stakeholders and turn requirements into technical solutions. - Excellent attention to details. - Ability to present findings and technical concepts to non-technical stakeholders. - Ability to stay self-motivated and ability to manage multiple priorities in a fast-paced environment. - Continuous desire to develop skills & competence Desirable - Experience with Power BI Service, deployment, workspace & audience management, security, and governance. - Understanding of data warehousing concepts and upstream data structures. - Design, build, and maintain Power BI semantic models, dashboards, and reports. - Develop complex DAX measures, calculations, and logic to support business and financial reporting. - Create and maintain efficient data models, including relationships, hierarchies, and reusable reporting structures. - Work with stakeholders to gather requirements and translate them into robust technical reporting solutions. - Collaborate with data engineers and other subject matter experts in the company to deliver effective BI solutions - Use SQL to validate source data, investigate issues, and support report development and troubleshooting. - Perform detailed analysis of financial and operational data, including trend, variance, and exception analysis. - Optimise report performance, usability, and maintainability in line with Power BI best practice. - Identify and drive improvements in reporting standards, data quality, and BI development approaches. - Develop & maintain documentation for reports, datasets, and data transformation logic. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

We are seeking a proactive and detail-oriented professional with a strong understanding of the advice process and ability to train this process to newly acquired Financial Planners and their key support staff. This is a role which requires collaboration across multiple teams in Perspective specifically our Mergers and Acquisitions (M&A) Compliance and Adviser Competence teams. The role requires the ability to review due diligence documentation, personalise training content to the situation, and evidence effectiveness of the training through pre-completion file reviews. This would be an ideal role for someone seeking variation in their day-to-day tasks, as well as someone looking for a first step into a supervision role whose background might be more advice related, technical experience. The role also involves travelling to forthcoming acquisition firms for approximately 2–3 days each month, though this may fluctuate depending on the stage and volume of acquisition activity, with some periods requiring more or less travel. Office: Perspective Financial Group Ltd Location: Home Based (some travel is required) Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours) Salary: Competitive dependant on experience and qualifications. Available upon request. Essential: - Analytical - Capability to review due diligence documentation, cross reference against Perspective standards, and identify gaps, risks, and areas for training focus. - Training and communication skills – To provide feedback effectively to new Financial Planners and integrate them effectively into our way of working, always being mindful that Perspective processes will be unfamiliar to them. - Documentation ownership - Ability to create, maintain, and personalise training material. - Technical – To be able to support new acquisitions with their queries as well as evidencing their standards post-training through file reviews. - Communication - High standard of both written and verbal communication skills, consistently demonstrating respect for the Financial Planner/Client relationship and positioning Perspective processes in a way that evidences our commitment to helping them achieve good client outcomes. - Proven ability to work as part of a team and to provide constructive feedback in a positive manner. - Strong stakeholder engagement and time management as many of the tasks required are within a set deadline based on agreed completion dates. - Excellent organisational skills with attention to detail. Qualifications: - Diploma in Financial Planning (or equivalent). - A range of qualifications in ‘specialist’ areas e.g. Occupational Pension Transfers, Long Term Care, Trusts etc (desirable). - To design, maintain and personalise advice related training content to be used for new acquisitions as part of the integration and on-boarding process. - To review due diligence for upcoming acquisitions and use the key findings to personalise training content so that any significant divergences or risks are appropriately managed. - To conduct ‘site visits’ with the Adviser Competency Managers to the offices of new acquisitions pre-Perspective. and deliver training on-site and through a series of training modules. - To review and provide feedback on the suitability of advice provided by upcoming acquisitions to a high standard in line with the Regulator’s expectations and Periodic Suitability Assessments in line with MIFID II requirements and Group requirements. - To ensure that ‘suitable’ file outcomes are evidenced through the ‘validation process’ for new acquisitions and Financial Planners are signed off pre-sale checking in business areas pre-joining Perspective, where appropriate. - To keep both new acquisitions and the M&A team informed on the progress of activities, and to escalate any issues of concern when necessary. - To act as a ‘dedicated support’ for new Financial Planners and firms joining Perspective – this may involve visits to their offices, video-conference calls and 1:1 training with Financial Planners or Paraplanners, as required. - To undertake client file reviews in line with Group procedures covering all aspects of business written within the Group - Work collaboratively with Compliance, Risk, M&A, and Operations functions to ensure consistent standards. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.