Company: Perspective Financial Group Ltd
Location:
Job Description:
Perspective Financial Group Ltd seeks a Technical & Advice Documentation Specialist to support the Group’s Consumer Duty obligations by ensuring the technical suitability of advice and that client-facing documentation is clear and accurate.
As an all-rounder, you will work across technical advice support and advice documentation and systems, collaborating with Financial Planners, Paraplanners, Compliance, Risk and Operations to develop breadth as well as depth in your expertise.
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Posted: August 4th, 2026