Perspective Financial Group
Commercial Legal Counsel (Financial Services)
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About Perspective Financial Group
Perspective is a growing financial planning and wealth management group with an active acquisition strategy and a strong focus on delivering high-quality advice to clients. This is an excellent opportunity for a commercially minded solicitor to develop their in-house legal career within a supportive legal team, gaining exposure to a broad mix of commercial, property, regulatory, and transactional work while contributing to the Group’s continued growth.
About the Role
Perspective Financial Group is looking for a Legal Counsel to join its dynamic legal team and provide pragmatic, commercially focused legal support across the business. The role will focus on commercial contracts, property-related matters, day-to-day legal advice, and support for the Group’s M&A activity.
The role will report to the Group’s General Counsel and work closely with colleagues across operations, finance, compliance, property, and M&A. The successful candidate will build strong internal relationships and provide practical, risk-based legal advice that supports commercial decision-making.
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Key Responsibilities
- Drafting, reviewing, and negotiating a broad range of commercial agreements, including supplier, IT, and consultancy agreements, as well as bespoke contracts relating to financial services.
- Providing day-to-day legal advice to the business on a wide range of commercial and regulatory matters, working with the Group’s General Counsel and senior stakeholders.
- Supporting the development of legal processes, contract templates, and playbooks to improve consistency, efficiency, and risk management across the business.
- Providing general support to the Group’s M&A activity.
- Ensuring compliance with internal policies, relevant laws, and regulations.
- Managing and coordinating with external legal counsel as needed.
Candidate Requirements
- Qualified solicitor with 2–4 years’ PQE and strong commercial experience, ideally gained in a private practice setting or with another in-house legal team.
- Self-motivated, ambitious team player with the ability to work in a fast-paced, high-growth business.
- Commercial and solution-focused mindset with an ability to explain matters clearly and simply to non-legal stakeholders.
- Excellent drafting, negotiation, and communication skills.
- Able to work confidently and effectively both internally and externally with good project management skills.
- Highly organised and detail-oriented, with the ability to manage own workload and multiple priorities.
- Experience in financial services, wealth management, or another regulated environment would be advantageous; however, a proactive approach, strong commercial judgment, and willingness to learn are more important than direct sector experience.
- Ability to respond positively to new challenges and quickly absorb new skills.
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Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays
- Birthday Leave
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare and Extras Discounts
- Shopping discounts
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