At a Glance
- Tasks: Draft and negotiate commercial agreements while providing legal advice across various operations.
- Company: Join a leading financial planning and wealth management group with a dynamic culture.
- Benefits: Enjoy competitive salary, flexible working hours, and great development opportunities.
- Other info: Work with innovative AI tools and gain exposure to private equity growth.
- Why this job: Be part of a small, friendly team making a real impact in a growing business.
- Qualifications: Qualified solicitor with 2-4 years' PQE and strong drafting skills.
The predicted salary is between 49500 - 60500 £ per year.
Perspective Financial Group is one of the UK's most active financial planning and wealth management groups.
Founded in 2008, we now have 70+ offices, 950+ staff and £16bn+ of assets under advice, backed by US private equity firm Charlesbank Capital Partners.
We have completed 138 acquisitions to date, 27 of them in the last twelve months, ranging from sole trader IFAs to firms of 50 people.
The opportunity
Our legal team is small, close-knit and led by our General Counsel.
Acquisition volumes have grown, and the team's focus has always leant towards M&A, leaving a gap for someone to take ownership of the commercial and generalist workload across the Group.
- What you will be doing
- Drafting, reviewing and negotiating commercial agreements, including supplier, IT and consultancy contracts, alongside bespoke financial services documentation
- Providing day to day legal advice across operations, finance, compliance, property and M&A, working closely with our General Counsel
- Supporting on property matters across our office network, largely by instructing and managing external counsel
- Handling regulatory queries, employment matters and claims as they arise
- Supporting our joint venture and partnership arrangements
- Building out contract templates, playbooks and processes as the Group scales
- Supporting our M&A activity if that interests you. It is available rather than compulsory
About you
- A qualified solicitor with around 2 to 4 years' PQE – others should still apply
- A commercial contracts background is ideal, gained in private practice or in-house.
- Strong drafting and negotiation skills, and able to explain risk simply to people who are not lawyers
- Organised enough to run your own workload across several competing priorities
- Comfortable being a generalist, picking up unfamiliar issues quickly and taking a view
- Open to AI.
The legal team is already using specialist legal AI software in its own work and as a function is enthusiastic how the use of AI can help support the wider business as efficiently as possible
- Financial services or another regulated environment is useful but not essential
- Someone who will fit a small, friendly team. Culture matters to us as much as technical ability
- Broad remit across commercial, property, regulatory, employment and transactional work
- A small team where you have direct access to the General Counsel and senior leadership, and great development opportunity
- Exposure to a private equity backed business going through significant growth
- Sensible working hours. We are busy, but this is not a burnout culture
- Chorley head office, currently Mondays and Thursdays as anchor days for the Legal team. We are flexible for the right person
- Competitive salary and benefits, details available on application
- #J-18808-Ljbffr
Legal Counsel in Chorley employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Legal Counsel in Chorley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Perspective Financial Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Legal Counsel in Chorley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Perspective Financial Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Perspective Financial Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Perspective Financial Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Perspective Financial Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Perspective Financial Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
