Our client is a Southwest accountancy firm with a wealth management division. They have an opening for a Financial Consultant (Diploma 4 qualified) to specifically look after their workplace pension clients.
The candidate whilst being an Adviser with experience, may however be earlier in their career. They will need to be competent with presenting/public speaking.
Most of our client’s team are based in Taunton, but there is some flexibility to be located elsewhere providing regular travel to Taunton is within reason
If you are a qualified Financial Adviser seeking a new role then contact us and we can discuss further, including suitability, salary and overall remuneration.
T: 0800 233516
e: hello@resourcematters.co.uk
Home-based Financial Adviser role available in York and surrounding area.
This role will be attractive to an adviser who is seeking an employed contract with access to clients whilst being surrounding by an excellent support structure. Also, offering the flexibility to find a work / life balance is tremendously important. The adviser will build new client relationships whilst developing existing ones and be rewarded with a competitive salary, quarterly and yearly bonus, car allowance, pension, and other employee benefits.
If you are Level 4 dip or above and are seeking a new employer, then contact us.
Tel: 0800 2335516 hello@resourcematters.co.uk
Financial Adviser Vacancy – Home based with fortnightly visits to either the Glasgow or Nottingham offices
Our IFA directly authorised client has a home-based Financial Advice role to focus on their existing clients to meet the appropriate level of servicing. This is a busy review role but not detracting from the new business opportunities that arise.
In addition to a salary, there is a very competitive bonus paid on all new business due to zero salary validation. In addition, a competitive employee befits package is on offer
Candidates need be competent adviser status, level 4 dip, compliantly strong and have an activist mentality
Contact 0800 2335516 or hello@resourcematters.co.uk
IFA Vacancy – Camarthan
Employed remuneration package + Paraplanning + client portfolio
Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning. This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role
Your Qualifications / Experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Competent Adviser Status achieved
Min of 2 years in an holistic financial planning role
Contact 0800 2335516 or hello@resourcematters.co.uk
IFA Vacancy – Lincoln
Employed remuneration package + Paraplanning + client portfolio
Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning. This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role
Your Qualifications / Experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Competent Adviser Status achieved
Min of 2 years in an holistic financial planning role
Contact 0800 2335516 or hello@resourcematters.co.uk
Financial Adviser -Bracknell and surrounding area
This Financial Planner vacancy is home based with Bracknell being a central location for clients.
Affinity linked, our client offers an employed package with salary (negotiable), bonus scheme, car allowance and strong employee benefits. It’s the access to clients that’s fundamental and will driver for success.
Candidates will need to be level 4 diploma and ideally already in a financial planning role. However, candidates from client facing roles e.g. mortgage advisers will also be considered.
Contact hello@resourcematters.co.uk or 0800 233 5516
#financialplanning #financialadvice #financialconsultant #finacialadviser
FS Trainer – Perm
Financial Services Trainer – Perm
Home Based with travel to Birmingham.
Salary 55k plus benefits
Our Financial Services provider client has embarked upon a growth programme that has resulted in the need for a further financial service trainer. The role is home based with travel to Birmingham office when appropriate
The scope of the role includes the development and deliver of training solutions including to financial advisers and regional manager, ensuring that change is effectively trained to managers and colleagues and successfully embedded.
The candidate will be level 4 and come from a financial advice background including training design and delivery.
Contact 08002335516 or hello@resorcematters.co.uk
#financialservicejobs #training
IFA T&C Manager – Reading and London
Competitive Salary + car allowance + bonus
The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of knowledge, skills, and expertise to undertake their role competently in line with the T&C programme.
The candidate will need to be Level 4 diploma or above and have experience within an IFA T&C role
Contact: Tel: 0800 2335516. email hello@resourcematters.co.uk
IFA Vacancy Tunbridge Wells
Due to a retiring IFA, our national IFA client requires a new adviser to take over an existing client book. This is an employed contract role with a salary circa 60k plus employee benefits and with ongoing fee’s counting towards bonus attainment.
The role is home based and the candidate will need to come from an independent background, hold SPS and CAS
The notes above are just a snap shot and we welcome a conversation with potential candidates to discuss the detail. T: 0800 233 5516 or hello@resourcematters.co.uk
#ifa #financialadviser #independantfinancialadviser #kent #tunbridgewells
#wealthmanagement #financialconsultant
IFA Manager Vancancy – Truro
Our long-standing client whom we hold in high regard, requires an IFA Manager to work with the branch IFA team. T&C responsibilities will accompany other managerial duties and our clients seeks an experienced leader to drive the branch operation. The candidate needs to be within travelling distance of Truro.
For more detail contact hello@resourcematters.co.uk or 08002335516