– Competitive base salary reaching up to £80k + Benefits
– Plus competitive bonus and employee benefits
– Access to provided leads & clientele
– No networking or business development required
– No requirement to bring clients with you.
Candidates need to be level 4 dip and hold CAS/SPS
T: 0800 2335516 or hello@resourcematters.co.uk
Leicester based Sipp/SASS Administrator
https://www.reed.co.uk/jobs/financial-advice-administrator/56487681
Wealth Manager/ Financial Planner –
The vacancies are now widespread geographically creating even more opportunities in the Wealth Management sector. Here’s A full list of locations. with a hybrid working pattern.
Bournemouth, Bristol, Cambridge, Cardiff, Guildford, Ipswich, Leeds, Newcastle, Norwich, Reading, Birmingham, Manchester.
Salaries 60 to circa 95k depending on experience and qualifications
#wealthmanagement #financialadviser #finmancialconsultant
Tel’ 08002335516 or hello@resourcematters.co.uk
Bournemouth, Bristol, Cambridge, Cardiff, Guildford, Ipswich, Leeds, Newcastle, Norwich, Reading, Birmingham, Manchester.
Salaries 60 to circa 95k depending on experience and qualifications
#wealthmanagement #financialadviser #finmancialconsultant
Tel’ 08002335516 or hello@resourcematters.co.uk
Ipswich based Wealth Planner- Mass Affluent Client Sector.
We’re looking for a motivated and client focused Wealth Planner to join our clients Ipswich team. This role is ideal for a Dip level 4 or above Financial Adviser seeking a strong remuneration package and existing client relationships of a high value nature
This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients. In the mass affluent sector.
Candidates will need to be qualified to RDR Level 4 or above, including competent adviser status with experience offering personalised planning and investment advice, plus a solid understanding holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk
This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients. In the mass affluent sector.
Candidates will need to be qualified to RDR Level 4 or above, including competent adviser status with experience offering personalised planning and investment advice, plus a solid understanding holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk
Birmingham Based Wealth Planner- Mass Affluent Client Sector.
We’re looking for a motivated and client focused Wealth Planner to join our clients Birmingham team. This role is ideal for a Dip level 4 or above Financial Adviser seeking a strong remuneration package and requiring exiting client relationships.
This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients. In the mass affluent sector.
Candidates will need to be qualified to RDR Level 4 or above, including competent adviser status with experience offering personalised planning and investment advice, plus a solid understanding holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk
This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with both corporate and individual clients. In the mass affluent sector.
Candidates will need to be qualified to RDR Level 4 or above, including competent adviser status with experience offering personalised planning and investment advice, plus a solid understanding holistic financial planning.
Contact Tel: 08002335516 or hello@resourcematters.co.uk
Financial Adviser -Staffordshire
Our national IFA client has engaged with us to support their recruitment for a Financial Adviser. Ideally based around Staffordshire, this role is to take over circa 150 clients on an employed / salaried basis. There’s a bonus scheme to drive growth and a paraplanning team to support the advice process.
We are looking to actively speak with candidate asap for what should be an attractive proposition to a candidate.
Candidates will need to be existing Financial Advisers, Level 4, CAS and hold a current SPS. Contact 0800 2335516 or hello@resourcematters.co.uk
We are looking to actively speak with candidate asap for what should be an attractive proposition to a candidate.
Candidates will need to be existing Financial Advisers, Level 4, CAS and hold a current SPS. Contact 0800 2335516 or hello@resourcematters.co.uk
Liverpool Based Compliance Vacancy
Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request
• Carry out file reviews and maintain a log of checks undertaken:
• Check all documentation for completeness and consistency.
• Review and assess Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Switches & Drawdown.
• Communicate any findings with both the Adviser and appropriate senior management (monitor and assess the remedial action to ensure satisfactory completion) Responsibility for the delivery of the Compliance Monitoring Plan (CMP):
Candidate Requirements:
Ideally full Level 4 (If part then we can consider)
Investment & pensions experience within the financial services industry.
The Rewards
A negotiable basic salary together with an employee benefits package.
• Carry out file reviews and maintain a log of checks undertaken:
• Check all documentation for completeness and consistency.
• Review and assess Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Switches & Drawdown.
• Communicate any findings with both the Adviser and appropriate senior management (monitor and assess the remedial action to ensure satisfactory completion) Responsibility for the delivery of the Compliance Monitoring Plan (CMP):
Candidate Requirements:
Ideally full Level 4 (If part then we can consider)
Investment & pensions experience within the financial services industry.
The Rewards
A negotiable basic salary together with an employee benefits package.
North Somerset IFA Vacancy
Our IFA firm client in North Somerset has an opportunity for an IFA to service a client book. There’s back-office support and the role will be on an employed contract with a negotiable salary.
Candidates will need to be Level 4. CAS and can come from an IFA or restricted advice proposition.
For a further conversation to explore the details contact hello@resourcematters.co.uk or Tel: 08002335516
Candidates will need to be Level 4. CAS and can come from an IFA or restricted advice proposition.
For a further conversation to explore the details contact hello@resourcematters.co.uk or Tel: 08002335516
Home based – Remote working Financial Presenter/ Coach vacancy
Our wealth management client provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. This presenter/coach role is predominantly home based with presentations either online or face to face. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space, holding RO4 minimum.
Contact: hello@resourcematters.co.uk or 0800 233516
Contact: hello@resourcematters.co.uk or 0800 233516
Financial Presenter/ Coach vacancy-Home based in Scotland.
Our wealth management client provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. This presenter/coach role is predominantly home based with presentations either online or face to face. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space, holding RO4 minimum.