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.

As a Business Analyst & Advisory, you will play a crucial role in our AS-ISG-DC-HLS department. Your primary responsibility will be to ensure the accurate validation of discounts and promotions for Cisco products, a task that demands a high level of precision and organization. This role is integral to our project team's success, as it directly impacts our ability to deliver precise and timely information to our clients. At Zensar, we’re “experience-led everything”. We are committed to conceptualizing, designing, engineering, marketing, and managing digital solutions and experiences for over 130 leading enterprises. We are a company driven by a bold purpose: Together, we shape experiences for better futures. Whether for our clients, our people, or the world around us, this belief powers everything we do. At the heart of our culture is ONE with Client - a set of four core values that reflect who we are and how we work: One Zensar, Nurturing, Empowering, and Client Focus. Part of the $4.8 billion RPG Group, we’re a community of 10,000+ innovators across 30+ global locations, including Milpitas, Seattle, Princeton, Cape Town, London, Zurich, Singapore, and Mexico City. Explore Life at Zensar and join us to Grow. Own. Achieve. Learn. to be the best version of yourself. We believe the best work happens when individuality is celebrated, growth is encouraged, and well-being is prioritized. We are an equal employment opportunity (EEO) and affirmative action employer, committed to creating an inclusive workplace. All qualified applicants will be considered without regard to race, creed, color, ancestry, religion, sex, national origin, citizenship, age, sexual orientation, gender identity, disability, marital status, family medical leave status, or protected veteran status.

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. THE ROLE As a Business Analyst, you will support the delivery of strategic initiatives within the marketing domain of a leading financial institution. You will work closely with business and technology stakeholders to translate requirements into actionable insights and solutions. This role offers the opportunity to contribute to high-impact programmes while developing expertise across both banking and marketing functions. WHAT YOU'LL DO - Gather, analyse, and document business requirements across marketing-related initiatives - Collaborate with stakeholders across marketing, product, and technology teams to define solutions - Support delivery of projects by translating business needs into clear functional specifications - Facilitate workshops, process mapping, and gap analysis to improve marketing effectiveness WHAT WE'RE LOOKING FOR - Experience working as a Business Analyst within banking, financial services, or consulting - Strong analytical and problem-solving skills with attention to detail - Ability to communicate effectively with both technical and non-technical stakeholders - Experience in requirements gathering, documentation, and process analysis - Interest in marketing, customer experience, or digital channels (prior experience beneficial but not essential) We offer a flexible collaboration model based on a B2B contract, with the opportunity to work on diverse projects. RECRUITMENT PROCESS - HR Interview with Recruiter - Skill Interview with Hiring Manager - Client Interview - Feedback and Offer We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter.

• Document and visualize workflows across departments, identifying inefficiencies and opportunities for improvement. • Analyze business processes and recommend data-informed enhancements to improve efficiency, communication, and performance. • Coordinate and contribute to process improvement initiatives from assessment through implementation, ensuring cross-department alignment and timely follow-through. • Build and maintain dashboards and reports using multiple datasets to support decision-making. • Assist with merging and maintaining historical and new datasets as the company transitions systems over the next 1–2 years. • Work with department leaders to understand processes and support operational clarity. • Other duties as assigned