This role is remote and has no specific location

Our Client is a leading financial services provider and distributor in the financial wellbeing market/ financial education in the workplace. As specialists in our field, we continue to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing companies by the London Stock Exchange.

The role is open to applicants due to growth. Reporting to the Head of New Business, the BDM will be responsible for the development and management of our clients new business area which is responsible for delivering new profitable corporate clients to the business and in turn provide financial planning guidance to their employee’s.

The Candidate will need experience of working within the financial services industry and in a consultancy lead environment managing new business activity. In addition, knowledge of pension (DB & DC) UK share schemes (essential) plus desirable qualifications include Pension income options (JO5) or Pensions and retirement planning (RO4).

Remunerations is strong with a negotiable basic salary plus an employee benefits package is on offer

enquire to 0800 233 5516 or hello@resourcematters.co.uk

Based in Leeds our award-winning client provides a personal, independent, and bespoke wealth management service to high-net-worth clients. Due to an expanding business, they seek an individual to supervise the advice quality of the new business . Candidate need to be qualified to a minimum of CII Level 4, have FS experience and a good understanding of the associated regulatory, governance and quality frameworks. Plus experience of advice quality checking. Benefits include a competitive salary plus a long list of employee benefits. 08002335516 or hello@resourcematters.co.uk
#advicequality #compliance #independentfinancialadvisor

The Financial Adviser job market continues to be buoyant and firms are competing for good quality talent. At Resource Matters we recruit for good quality advice firms who are attractive to advisers due to access to clients, remuneration and support structures. Financial Advisers – do you want a telephone call, teams or face to face meeting to consultatively discuss your next career move? Tel: 08002335516 email hello@resourcematters.co.uk #independentfinancialadvice #financialadviser #financialconsultant #financialplanningmanager

London or Sevenoaks based, this Senior Risk role is a very specific role on offer wit our client who works in the property insurance indemnity market. The role holder will be responsible for the risk management frameworks, policies and procedures and owning Solvency II risk requirements. The candidate needs proven risk management experience gained from the insurance industry. A good working knowledge of Solvency II and its subsequent management is essential as is a commercial approach to risk and regulation . enquire at heelo@resourcematters.co.uk or 08002335516
#seniorrisk #indeminityinsurance #insurancecareers #london #sevenoaks #solvencyii

Many Financial Advisers have enjoyed increased productivity during the last two year as they moved to a remote advice-based environment. Some have grown significantly and wish to stay home based whilst others miss that face-to-face interaction. We are now seeing our clients gravitate back to a F2F environment, but this is client driven in the main.

We have clients recruiting financial advisers offering roles either face to face and/ or home based (hybrid). Hotspot locations with Competitive Salaries + Uncapped Bonus + Employee benefits include: – Edinburgh, Glasgow, Newcastle, Manchester, Ipswich, Sevenoaks, Nottingham, London, and Bristol

Contact 0800 2335516 or hello@resourcematters.co.uk

#remotework #financialadviser #ifas #financialservicesjobs #level4 #wealthmanagement #financialservicesrecruitment #financialconsultant #hybridworking #hybridjobs

A top draw IFA firm require a remote/ homebased adviser to develop in and around the Exeter area. This role has strong client support, salary to 60k and a back office infrastructure.

Senior Sales Managers needed who hold level 4 diploma in financial planning. Birmingham, Manchester, Leeds and Bath. Strong remuneration for candidates with a great sales management FS background.. 0800 2335516 or admin@resourcematters.co.uk

Our directly authorised IFA firm client seeks a Regional Trainer for Midlands / North of England. It’s a home-based role with travelling when appropriate. The role includes the development and the implementation of the firms L&D strategy, Carrying out Training needs analysis across business, Enhance the IFA’s knowledge and skills to further enhance the client experience and grow revenue, Provide meaningful monthly MI to demonstrate the ROI and training effectiveness, plus prepare and deliver induction training for new advisers .
Candidate will need to be Diploma qualified or Chartered
Training qualification, CIPD or other. Plus have a demonstrable business experience in a training role within an FCA regulated financial planning environment with training design and delivery.

Our client is looking for a Mortgage Advisor to join their team and provide mortgage and protection advice to their clients. This is an employed role with a salary, bonus, and employee benefits
In addition, this whole of market role has all clients supplied and is a home based/ remote working role.
Key Accountabilities include:
• The delivery of mortgage advice and in a wholly compliant manner
• The ability to communicate, fact find and build relationships with a broad section of clients
• Pro-actively cross sell protection and general insurance
• Deal with high levels of activity
• Responsible for remaining competent and up to-date on legislation
Knowledge and Experience
• Competent adviser signed off for mortgage and protection
• Demonstrable success in delivering mortgage and protection advice
• Clean compliance record

Retirement and an internal movement have created an opportunity for CAS attained IFA on an employed contract and with existing clients in situ.
We are shortlisting now for our client
Contact hello@resourcematters.co.uk or 08002335516