Our directly authorised IFA firm client seeks a Regional Trainer for Midlands / North of England. It’s a home-based role with travelling when appropriate. The role includes the development and the implementation of the firms L&D strategy, Carrying out Training needs analysis across business, Enhance the IFA’s knowledge and skills to further enhance the client experience and grow revenue, Provide meaningful monthly MI to demonstrate the ROI and training effectiveness, plus prepare and deliver induction training for new advisers .
Candidate will need to be Diploma qualified or Chartered
Training qualification, CIPD or other. Plus have a demonstrable business experience in a training role within an FCA regulated financial planning environment with training design and delivery.

Our client is looking for a Mortgage Advisor to join their team and provide mortgage and protection advice to their clients. This is an employed role with a salary, bonus, and employee benefits
In addition, this whole of market role has all clients supplied and is a home based/ remote working role.
Key Accountabilities include:
• The delivery of mortgage advice and in a wholly compliant manner
• The ability to communicate, fact find and build relationships with a broad section of clients
• Pro-actively cross sell protection and general insurance
• Deal with high levels of activity
• Responsible for remaining competent and up to-date on legislation
Knowledge and Experience
• Competent adviser signed off for mortgage and protection
• Demonstrable success in delivering mortgage and protection advice
• Clean compliance record

Retirement and an internal movement have created an opportunity for CAS attained IFA on an employed contract and with existing clients in situ.
We are shortlisting now for our client
Contact hello@resourcematters.co.uk or 08002335516

Locations is quite flexible for our financial services client who seeks a presenter to deliver financial education programmes to employees of corporate clients. Delivery of educational seminars, webinars, and webcasts on a range of financial subject and be supported by regulated financial planners.

Candidates must have presentation experience in a training, sales or a “think on your feet” environment is essential. Also be knowledgeable across the spectrum of retail financial services and ideally have RO4 or be studying toward it.

More details including remuneration on enquiry

You’re a Financial Adviser wanting to venture out on your own but need support. Our IFA client has high retention rates, first class back up and Advisers can be CR or an AR if preferred. A great opportunity to build a client bank, ongoing fees, and an asset value.

A national wealth management firm has UK vacancies, home based, 60k salary and 100k plus OTE. Importantly it is the access to new clients with the propensity to do business that stands out. Level 4 diploma is a minimum requirement plus drive and tenacity.

Our client with a prestigious brand seeks a telephone based account manager to work the IFA intermediary market. Candidates will need to be technically strong in investment & pensions and hold hold level 4 diploma. The role can be hybrid i.e.. office & home.

New FC Vacancy in South Manchester. As an experienced financial consultant with a QCF Level 4 qualification, you’ll have the ability to build lasting client relationships while maintaining a clear focus on business growth. Package 80k plus.

Yes we post roles on our site and yes people are apply who are interested. However, we prefer to listen to your career objectives, thoughts, aspirations, concerns and experience. Then we can direct you using our resource to the right role. Its all in the listening and we can demonstrate our resource matters.

An opportunities exist in East Anglia for a skilled IFA and a great example where retiring advisers create opportunities for the upwardly mobile career driven personalities in the IFA space. Level 4 or 6 Qualified? HNW Clients, Average 1 million FUM, Very completive structure with ongoing fee’s counting towards validation.