Commercial Legal Counsel (Financial Services)

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.

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.

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; and
• Managing and coordinating with external legal counsel as needed.

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 judgement and willingness to learn are more important than direct sector experience; and
• Ability to respond positively to new challenges and quickly absorb new skills.

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.