Developing talent in financial planning
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.
Launch Your Future with Perspective Academy
Perspective Academy helps you build a successful career in financial planning through expert training, real experience, and ongoing support—no matter where you’re starting from.
How we develop talent
Step by step
Step One
Join Perspective as a financial administrator and begin training to understand the day-to-day role.
Step Two
Begin studying towards your level 4 Diploma in financial planning – once you are comfortable with the day job!
Step Three
Attend soft‑skills training programmes from our trusted partners (emotional intelligence, building relationships).
Step Four
Over time, you will transition from purely doing administration into a Trainee Paraplanner position. There is no time limit on this, but on average it is anywhere from 1-2 years.
Step Five
Continue completing your exams towards your Diploma – there are 6 and they are R01 – R06.
Step Six
Become a full-time Paraplanner and show evidence you can successfully deliver the day job, with more of a focus on technical training and capabilities.
Step Seven
Complete Level 4 Diploma!
Step Eight
Choose one of two routes: remain in Paraplanning or begin training to become a Financial Adviser. This is entirely your choice and is supported by our Head of Academy and your Line Manager.
Seven Nine
Continue your day job. There is an option for more qualifications at this stage too, where you can become Chartered!
How we develop talent in the Perspective Academy
Investing in the experts of tomorrow
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.
Build your career with Perspective Academy
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.
Madeleine O’Connor
“I’m excited to be part of Perspective Academy, which has provided a clear career path and valuable exam and study support. Thanks to this help, I completed my Diploma in Regulated Financial Planning in August 2025 and have been able to apply what I learned in my role. It’s motivating to work with others who are passionate about financial planning, and I’m eager to deepen my expertise and achieve Chartered status.”
Madeleine O’Connor
Perspective (North West) Limited
Harry Cook
“Part of the reason I chose Perspective is due to our client focused approach and clear commitment to professional development through the academy programme. Being whole of market and independent also provides valuable exposure and supports the development of a broad and well-rounded advisory skill set.”
Harry Cook
Perspective (North East) Limited
Brandon Eccles
“The Academy has supported me every step of the way with my exams – from helpful resources to approachable colleagues who were always available for guidance.”
Brandon Eccles
Perspective Financial Group Limited
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123