A national independent advice firm require Development Managers in Birmingham, Manchester, London and Glasgow

Candidate need to be Level 4 dip qualified and have experience in a Training and Competence role within Wealth Management.

Responsibilities include be responsible for fulfilling the requirements of the company’s Training & Competency scheme, to ensure the initial and ongoing competence of financial advisers, Completion of T&C activity under SMCR is the responsibility, Assist in the design, implementation, delivery and recording of individual and group training activity support new entrants to the company in achieving competency (CAS sign-off for advisers)
Candidate Criteria

The rewards package and full description can be provided on enquiry

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

You’re a Financial Adviser seeking a new firm and have no clients to bring. At Resource Matters we are pleased to represent Wealth Management / IFA firms who can supply new/ and or existing clients to ensure a sustainable flow of revenue.
Locations are flexible given the home working/ remote advice scenarios.
These are employed roles with basic salaries dependant on experience Contact 0800 2335516 or hello@resourcematters.co.uk
#ifacareers #independentfinancialadvice #financialservicesjobs #wealthmanagement #financialadvice #financialconsultant
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Senior Product Proposition Manager. Hybrid working (Home / Birmingham office based), our financial services client has an exciting opportunity be an integral part of the product proposition team. The team is tasked with developing customer led strategic propositions for our client. You will be the business lead on large projects in your area of expertise, which have budgets of up to £10m working with multiple business functions and external parties to deliver exciting new propositions. 
 
A snapshot of the role and responsibilities
 
The main responsibility is to ensure our client propositions are meeting their customers’ needs
To design and manage the customer led proposition including governance, working with the Lead Product Proposition Manager, Product Governance Manager, Group Strategy and Group Marketing.
To manage the lifecycle of both new and existing products in line with the governance policy, transformation process, regulatory expectations.
Monitor and project future changes to identify potential areas of concern so that mitigating actions can be agreed and implemented in a timely manner.
Develop and/or support detailed business cases for the propositions you design. Monitor through the lifecycle and post launch to ensure benefits are realised.
Support the creation and development of target pricing proposals and subsequent detailed price points and analysis for new launches/annual value for money reviews, working with the Finance, Actuarial and Product Governance teams.

#Productpropositionmanager #financialservices #financialadvice

IFA Para Planning and Adviser / Client support vacancies in East and West Midlands. Hybrid working available together with competitive salaries. Further details on hello@resourcematters.co.uk or 08002335516 #paraplanner #independentfinancialadvice #financialadvice #financialservicesjobs

You’re a level 4 and CAS Financial Adviser who will be provided with a client bank and additionally, will have leads provided, giving you the support, you need to reach your potential. This together with a support function and remote working capability should give a strong platform for success
You’ll be providing holistic, independent financial advice solutions that meet customer’s protection, investment, and retirement planning needs. You’ll be working with an established client base as well as working with new leads provided by our clients lead generation sources.
The successful candidate will benefit from:
• Generous basic salary depending on experience
• Car allowance and other employee benefits
• Performance based bonus uncapped, circa £90,000 p.a. realistic OTE
Candidates need to be CAS, Level 4 and operating in a similar advice role

Technical support roles available in Birmingham for our esteemed financial servicers provider. This role is responsible primarily for leading the teams within our clients business who provide technical support to the field based Financial Advisers and Central Mortgage Team Mortgage Advisers. Candidates need strong technical capability across all areas of financial planning, Diploma qualified (level 4).

Based in Bristol or Liverpool our client is looking for a Pension Transfer Specialist (PTS). The ideal candidate would be an experienced in Pensions Transfers and have strong pension and investment knowledge.  In addition will be experienced in reviewing and advising on the suitability of pension transfers including DB transfers and provide technical pension support to the Financial Advisers. The role of the PTS is to provide personal recommendations to retail investment clients in respect of pension schemes with safeguarded benefits.

Essential qualifications CII Diploma in Regulated Financial Planning or equivalent Certificate in Pension Transfer Advice or equivalent Advanced pension related qualifications eg o G60 Pensions o AF3 Pension planning o AF7 Pension transfers

The remuneration package is strong in terms of basic plus other employee benefits. #pensions#DBpensions#financialplanning#investment#pensiontransfers

admin@resourcematters.co.uk or 08002335516

• 1 comment

Our client enables their financial advisers to have a good balance of client servicing and new client generation, so neither is top heavy nor causing issues. It’s due to ongoing client attraction that they are now seeking an experience Financial Adviser to join their successful team.
With existing clients in situ, established new client processes plus back-office support will enable the adviser to be client centric and deliver the on the important aspects of the job.
The salary range is variable depending on candidate experience and will benefit from a bonus scheme and an employee benefits package.
Candidates will need to be a current and qualified financial advice and have a clean compliance record.
If you’re a financial or independent financial adviser seeking the next step in your career, then we will be happy to discuss further and ascertain if this role is a good fit
hello@resourcematters.com or 0800 2335516
#financialplanning#financialservices#independentfinancialadvice

In house Recruitment Adviser and Recruitment Business Partner roles available with our Financial Services client in Birmingham. The role includes an hybrid home/office approach and whilst Financial Services recruitment experience is desirable, internal recruitment experience managing the end to end process is mandatory.
More details on enquiry to hello@resourcematters.co.uk or 08002335516
#recruitment#internalrecruitment#recruitmentbusinesspartner

Further growth means our wealth management client requires a Financial Presenter to provide financial education in the workplace. They help employees understand how to maximise their wealth and gives access to our clients Financial Consultants. The role is home based thus location is broadly flexible. Candidates need to be very good presenters with gravitas and ideally RO4 and above