Financial Services Recruitment Specialists

Product Governance Manager vacancy

Home home based with occasional travel to Birmingham.

Candidates will have product manager experience in at least one of the following- investment, income protection, life and pensions. Plus ideally have some managerial experience. We are not looking for a project, transformation manager, but an FS product manager who will probably work for a FS product manufacture / provider.

The salary is competitive plus strong employee benefits.

Contact – hello@resourcematters.co.uk or 0800 2335516

#productmanager #governance #financialservices

Financial Advisers

2023 has started strong with some excellent opportunities available to experienced Financial Advisers.

Predominately home based and including digital client interaction means that locations are flexible. There’s a mix of servicing roles and dealing with new qualified clients. Interested to know more and min Level 4 dip? Contact hello@resourcematters.co.uk or 08002335516

#ifa #financialservicesjobs #financialconsultant #financialadvice

Somerset Financial Planner Vacancy

by Paul Standen 0 Comments

We have a Minehead based IFA practice who seek a further adviser due to support their business. The role is predominantly of a servicing nature and required and experienced adviser to be client centric and have all the unconscious competent attributes required in today’s financial planning environment
This employed role has the benefit of back-office support structure
More info at hello@resourcematters.co.uk or 08002335516

IFAs- Wanting to build a business, asset value and ongoing revenue

by Paul Standen 0 Comments

Building an asset value and ongoing fee’s is an objective of many financial advisers. Our client provides a platform to achieve this with fee spilt on both initial and ongoings fees at 80% and rising. This together with award winning IT, back-office support pi cost covered is an excellent opportunity for advisers who a strong networkers / hunter mentality whilst still being existing client centric.
Contact 08002335516 or hello@resourcematters.co.uk
#ifa #selfemployed #employed #financialservicesjobs #independentfinancialadvice #financialconsultant

HR Administrator -Leicester

by Paul Standen 0 Comments

Tp provide a quality administration service in respect of all aspects of HR and coordinating the recruitment, vetting and induction processes. Maintaining records that meet the requirements of the firm and the regulator. Also assisting the HR Manager in a variety of projects.

Key knowledge, skills and experience required
A minimum of 2 years’ experience in HR administration.
GCSE Maths and English – Grade B or above (or equivalent)
Educated to A-Level standard (or equivalent)
Excellent computer literacy (Microsoft Office – Word, Excel and Outlook)
Good letter writing and email skill
Good telephone manner

Salary to 25k
Contact hello@resourcematters.co.uk
#hrcareers #humanresourcesmanagement #hradministrator #leicester

Want 95% of your financial advice work to be remote via teams etc?

by Paul Standen 0 Comments

The transformation made during covid had the unexpected benefit of increasing appointment levels due to embracing the digital era, with the result being less travel, more appointments and higher productivity. We can’t go without mentioning that no client appointments and self-generated because all are validated and supplied from our IFA/DFM client. Interested, level 4 dip and a CAS Financial Adviser? Contact 0800 2335516 or hello@resourcematters.co.uk

#dfm #workingfromhome #ifa #financialservicesjobs #wealthmanagement #level4 #CAS #financialadvice

Investment Presenter -Liverpool

by Paul Standen 0 Comments

Do you have Investment & Presenting experience?
This role sits within our clients Investment Management team in their Liverpool office
The key is not so much a mass of investment experience, rather some investment experience and as above, exceptional presentation and communication skills with some management experience.
A fundamental requirement of the role is outstanding presentation skills, with experience of delivering complex investment information in an engaging and simplified form, both online and face-to-face.
The role will include recording weekly market update videos for broadcast to all external clients, whilst also providing regular and engaging commentary for various online portfolios and educational videos. The successful candidate will therefore need to be both engaging and comfortable in delivering presentations to a range of stakeholders.
Salary is competitive and negotiable
#investments #imc #presenting #financialservices #liverpool


Cornwall IFA Vacancy

by Paul Standen 0 Comments

Our Cornwall IFA firm client have an adviser vacancy working from their Truro office and fantastic work life balance. The client bank/ ongoing fee’s will cover the salary validation and feedback on our client has been nothing but positive. This together with para planning support makes a very attractive proposition.

contact hello@resourcematters.co.uk 0800 2335516

#cornwall #financialplanning #ifa #independantfinancialadvice #financialservicesjobs

New Vacancy with national IFA firm – Leicester based

by Paul Standen 0 Comments

This firm offer an employed role with the added attraction that 100% of the ongoing client fee’s count towards salary validation. The role is home based with salary circa 60k and includes para planning support

We seek to speak with CAS/Level 4 / SPS held financial adviser who are ideally independent experience however a restricted advice model experience will be considered.

hello@resourcematters.co.uk or 08002335516

#ifa #financialadvice #wealthmanagement #leicester #financialservicesjobs