Excellent salary package, bonus and benefits

We are looking for an accomplished Chartered Financial Planner to join a respected regional team in Bouremouth. This is a senior client-facing role for someone who enjoys building trusted, long-term relationships and delivering thoughtful, compliant advice to clients with complex financial needs.

In this position, you will manage and develop a portfolio while identifying opportunities to support both new and existing clients. You will work closely with colleagues across the business, contribute to regional growth, and play an active part in maintaining high standards across the financial planning function.

The role would suit an experienced planner who combines strong technical knowledge with commercial confidence, professional judgement, and a genuine commitment to helping clients make informed decisions about their future.

What we are looking for

• Chartered status or a Level 6 Advanced Diploma in Financial Planning, or an equivalent qualification
• A strong background in delivering regulated advice to complex, high-net-worth or long-standing clients
• Confident knowledge of FCA regulations, suitability standards and compliance expectations
• A proven ability to develop client relationships, identify opportunities and secure new business
• Experience advising across areas such as tax planning, retirement, investments and estate planning

Contact 0800 2335516 or hello@resourcematters.co.uk

Chartered Financial Planner – Salisbury

Excellent salary package, bonus and benefits

We are looking for an accomplished Chartered Financial Planner to join a respected regional team in Salisbury. This is a senior client-facing role for someone who enjoys building trusted, long-term relationships and delivering thoughtful, compliant advice to clients with complex financial needs.

In this position, you will manage and develop a portfolio while identifying opportunities to support both new and existing clients. You will work closely with colleagues across the business, contribute to regional growth, and play an active part in maintaining high standards across the financial planning function.

The role would suit an experienced planner who combines strong technical knowledge with commercial confidence, professional judgement, and a genuine commitment to helping clients make informed decisions about their future.

What we are looking for

• Chartered status or a Level 6 Advanced Diploma in Financial Planning, or an equivalent qualification
• A strong background in delivering regulated advice to complex, high-net-worth or long-standing clients
• Confident knowledge of FCA regulations, suitability standards and compliance expectations
• A proven ability to develop client relationships, identify opportunities and secure new business
• Experience advising across areas such as tax planning, retirement, investments and estate planning

Contact 0800 2335516 or hello@resourcematters.co.uk

Home-based role with flexible location | Salary up to £80k

This home-based Financial Adviser role offers a working model, with client advice delivered through MS Teams to reduce travel, increase meeting capacity and support greater productivity.

All client appointments are supplied, so there is no requirement for client prospecting. This allows advisers to focus their time on delivering quality advice and building strong client relationships.

You also won’t be weighed down by servicing large client books, giving you more opportunity to focus on new business and be rewarded for the results you achieve.

Advisers will need:_

Level 4 qualification and CAS status achieved
A proven track record of providing holistic advice
A strong record of generating new business
A clean compliance history and strong reference record

Contact hello@resourcematters.co.uk or 0800 2335516

Home-based / Remote working with national travel as required

Our wealth management client delivers financial education in the workplace, helping employees better understand how to maximise their wealth and providing access to qualified Financial Consultants. Due to continued demand, they are seeking an experienced Financial Presenter / Coach to deliver engaging financial wellbeing sessions to employees across the UK.

About the Role
This is a predominantly home-based role, with presentations delivered both online and, on occasion, face to face. You will be responsible for presenting financial education content in a confident, credible and accessible way, supporting employees in understanding key areas such as investments, pensions and wider financial planning.

Candidate Profile
The successful candidate will be an accomplished presenter with strong gravitas and proven experience within the regulated financial services sector, particularly in investments and pensions. Candidates must hold a minimum of R04, with a full Level 4 Diploma being highly desirable.

Contact: hello@resourcematters.co.uk or 0800 233516

Our IFA client is looking to appoint a Financial Adviser to support the planned handover of clients from a retiring adviser. This is an excellent opportunity for an adviser who enjoys building long-term client relationships and wants to join a business with an established client base and clear growth potential.

The role is offered on an employed contract, with ongoing and initial fees counting 100% towards salary validation. It would suit either a servicing adviser who wants to maintain and develop an existing client book, or an adviser looking to grow AUM and benefit from the additional revenue available.

We are seeking a Level 4 qualified adviser with a strong compliance record and proven experience in holistic financial advice and client servicing.

To discuss this opportunity further, contact 0800 233 5516 or hello@resourcematters.co.uk.

We are recruiting experienced Paraplanners to join national independent financial advice firms during an exciting period of growth.
• Salaries to £50,000. Plus, competitive employee befits and bonus
• Hybrid working arrangements are available.
• As part of the paraplanning team, you will research, prepare, and write a wide range of client reports within agreed timescales. You will play a key role in delivering excellent client service while providing day-to-day technical support.
• Candidates will hold the Level 4 Diploma and have previous experience in a paraplanning role.
To discuss further contact hello@resourcematters.co.uk or call 0800 2335516.

An established directly authorised IFA firm is seeking an experienced Independent Financial Adviser to join its Colchester office and take over an existing book of clients.
This employed role offers a competitive, negotiable salary together with bonus potential, employee benefits and dedicated paraplanning support. To find out more, please contact hello@resourcematters.co.uk or call 0800 233 5516.

A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office. This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment.

The Opportunity
-Manage and develop a portfolio of existing clients.
-Build and maintain long-term, trusted relationships with clients.
-Deliver high-quality, compliant financial advice tailored to each client
-Work towards clearly defined KPI targets

What We’re Looking For

-Level 6 Chartered Financial Planner status.
-Current CAS and SPS status.
-No requirement to bring an existing client bank.
-Proven experience in a financial planning or advisory role.
-Strong client relationship management and communication skills.
-A desire to grow within a supportive, professional, and dynamic firm.

To apply or find out more, please contact hello@resourcematters.co.uk or call 0800 233 5516.

Our client operates within a specialist niche market and is looking to appoint an experienced Financial Adviser to join their established team. This is a home-based opportunity, offering the autonomy to manage your own diary while supporting a professional and loyal client base across the Leeds, Bradford and Hull region.

This role is ideal for an adviser who is seeking the security of employed remuneration, access to quality professional clients and the backing of a knowledgeable, supportive team. You will be responsible for developing existing client relationships while also building new ones, with the flexibility to maintain a healthy work-life balance.

In return, you will receive a competitive salary, bonus, car allowance, pension and a strong employee benefits package.

If you are Level 4 Diploma qualified or above and are considering your next move, we would be delighted to hear from you and discuss the opportunity in more detail.

To apply or find out more: Tel: 0800 233 5516 | hello@resourcematters.co.uk

Join an award-winning, highly respected financial planning firm recognised for its quality, professionalism, and commitment to developing talented people.

This is an excellent opportunity for an ambitious Trainee Independent Financial Adviser to build a long-term career from the firm’s Leicester office, supported by a structured training programme and experienced industry professionals.

Working closely with a Senior Financial Planner, you will gain valuable exposure to client meetings, technical planning work, and coordination with dedicated client support teams. As your confidence grows, you will take on greater responsibility and develop the knowledge, skills, and commercial understanding needed to manage your own client portfolio.

The ideal candidate will have a background in financial services and will have completed at least part of the Level 4 Diploma in Financial Planning. Full Level 4 qualification would be a strong advantage, but the right attitude, ambition, and desire to progress are equally important.

In return, you can expect a salary of up to £45k, a bonus scheme, excellent employee benefits, and a genuine pathway to becoming a fully established adviser.

To find out more about this exciting career opportunity, email hello@resourcematters.co.uk in the first instance.