John Daly has been appointed as group project manager at Perspective Financial Group.
Daly will oversee the implementation of client and investment propositions, and the development of Perspective’s wrap strategy.
He has previously worked in transformational and operational management in a multi-national bank’s regulated financial planning division.
He will be managing a series of Group-wide projects operating on an individual office level. He is currently focused on working with Perspective Group offices as they launch client service and investment propositions through wrap platforms.
Daly is a Chartered Banker and also a member of The Chartered Institute of Bankers.
Damian Keeling, managing director of Perspective Financial Group Ltd, said: “John’s appointment has been made in order that Perspective can focus on a number of projects that will deliver benefits across all Group offices. John comes to Perspective with a wide array of skills and experience that will allow us to deliver on our commitments to clients through wrap
