Financial Services Recruitment Specialists

Financial Planner Regional Manager (1st line)- East of London/ Essex

Our financial services client requires a Level 4 qualified manager to lead and a team of 10 Advisers whilst influencing wider stakeholders. The role holder will drive the team via coaching and development plans, whilst meeting the individual needs of each Adviser.

What the candidate will bring

QCF Level 4 Diploma in financial planning
Proven ability to lead and inspire Financial Planning teams, and to pro-actively drive referrals though developing and maintaining strong stakeholder relationships.

The rewards including salary and benefits are competitive and can be discussed individually.

Tel: 0800 23355156 or hello@resourcematters.co.uk
#financialplanning #coaching #development #london #financialservices

Telephone Based IFA

Servicing clients is of the utmost importance to our client who have a significant number to maintain. To this end, they seek a hybrid working individual to maintain regulatory and customer expectations via the telephone.

The office is Birmingham based and the Level 4 diploma candidate will have previous financial planning experience.

More details on enquiry on 08002335516 or hello@resourcematters.co.uk

#financialplanning #ifa

IFA Vacancy North Somerset

A long-standing IFA firm based in Somerset seeks further IFA’s due to its desire to grow and phase succession planning.

In this employed IFA role, the adviser will benefit from existing clients and new client support, whilst not detracting from their own ability network and self-generate new business. The package has a competitive salary validation which includes ongoing fee income and 40% bonus.

Level 4 dip and cas attained candidates are required.

A Unique Financial Adviser Role with an Award Winning firm

Salary + Great package + Access to Quality Clients
Flexible on location within Cornwall

Attracting and rewarding top performers, our client has an opportunity for a talented Financial Advisers to provide advice to their loyal existing customers. The opportunity includes excellent lead support together with an excellent remuneration package, plus much more.
Contact hello@resourcematters.co.uk or 08002335516
#financialplanning #financialadvice #financialservicesjobs #cornwall #Level4 #financialconsultant #financialservicesrecruitment

Corporate New Business Sales Executive

Flexible on location, the New Business Sales Executive will be responsible for delivering new profitable corporate clients to our wealth management client’s business.

The successful candidate will have: 

2+ years’ experience in a sales or consultancy lead environment

A reasonable conversational level of knowledge application in UK pension (DB & DC), UK share schemes, and flex benefit offerings to have engaging conversations (essential).

There’s a lot more to the role and to discuss of course and a discussion can be held on contact. Tel: 0800 2335516 or hello@resourcematters.co.uk

#financialeducation #wealthmanagement #corporatesales #independentfinancialadvice

Cardiff IFA Employed Package Opportunity.

Our client provides access to clients, para planning support and a remuneration structure encompassing new and ongoing services fee’s. It’s a hybrid office/ home based role for CAS/ SPS attained advisers.

Contact hello@resourcematters.co.uk or 08002335516.

Or your Resource Matters consultant if known

#ifa #financialadvice #financialservicesjobs #cardiff #independentfinancialadvice #financialconsultant #financialadvisers

Employed IFA’s to 60k basic

Employed IFA’s to 60k basic required with all ongoing fee’s counting towards bonus validation. Locations needed are Bristol. Oxford, Birmingham, Warwickshire, North West, Yorkshire Inverness and Home Counties. The role is home based with clients to service plus a proactive approach required to growth further and build upon. Cas attained advisers required and more info at 08002335516 or hello@resourcematters.co.uk

Building Society IFA – East Midlands

Predominantly covering Derby and Notts, the successful candidate will benefit from a strong building society partnership providing existing and new clients. There is zero salary validation and a competitive 40% on new fee income.
Advisers need to be competent Adviser status and clean compliantly. More details on enquiry.
Contact 08002335516 or hello@resorcematters.co.uk

Financial Advisers- what do you want from your next career move?

Employed or self-employed, high basic and/or bonus potential, a servicing role or new client interaction, build up ongoing fee’s and maybe an asset value, home based, hybrid or office based, restricted or whole of market client proportion, para planning support or do you own??…the list goes on.

Get in touch re your criteria and we will recommend an appropriate next home. hello@resourcematters.co.uk or 08002335516 or your Resource Matters Consultant if known. #career #financialplanning #ifa #restricted #hybrid #financialadvice #financialservices