Our client is a leading financial wellbeing, retirement and workplace savings specialist who specialise in delivering projects to support employees through pension changes and other financial matters.

This is a home-based role with travel requirements to events/ client meetings in various UK location so access to good transport links is important

They are seeking a UK Business Development Manager to open new B2B opportunities in the employee benefit space and then implement workplace financial seminars. This will include the need to develop and manage your new business contact plans, support the research and drafting of business proposals following meetings.

The individual needs to have a strong track record of sales within the area of employee rewards and benefits, plus understand DB and DC pensions. The successful candidate will be a good influencer and be engaging.

A negotiable basic salary, bonus and employee benefits is on offer and can be discussed together with a further conversation around the role and the organisation

Call:0800 2335516 hello@resourcematters.co.uk or your Resource Matters Consultant if known

Our York based client are the Wealth Management /IFA division of a long-established accountancy business. They are a close and supportive team delivering excellent customer outcomes. They now seek a further IFA on an employed contract to support growth.

The candidate will be Level 4 Dip and Chartered status would be an advantage but not essential. Also, will need to have current CAS, SPS and a demonstrable track record of success.

Our client can supply clients and back-office support, but this shouldn’t detract from the adviser’s own networking/ client generation.

Open minded on salary, we welcome initial conversations to discuss suitability

Contact: 0800 233 5516 or hello@resourcematters.co.uk

Role Overview
Our client, based in Liverpool, is seeking a candidate with experience in the field of investment and pensions advice, specifically regarding file checking and business review work.
Key Responsibilities
• Conduct thorough file checks and reviews of investment and pensions advice provided to clients.
• 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.
• Assess recommendations made by Advisers to ensure they are suitable for clients’ specific personal situations.
• Complete Compliance review reports, identify issues and trends and ongoing monitoring
Full job description and remuneration details can be supplied with the above giving a snapshot of the type off role and experience requires

Our York based client are the Wealth Management /IFA division of a long-established accountancy business. They are a close and supportive team delivering excellent customer outcomes. They now seek a further IFA on an employed contract to support growth.

The candidate will be Level 4 Dip and Chartered status would be an advantage but not essential. Also, will need to have current CAS, SPS and a demonstrable track record of success.

Our client can supply clients and back-office support, but this shouldn’t detract from the adviser’s own networking/ client generation.

Open minded on salary, we welcome initial conversations to discuss suitability

Contact: 0800 233 5516 or hello@resourcematters.co.uk

Our Huntingdon based client seek a junior IFA on an employed contract to support the client bank of the firms’ principle. They are a regional IFA with a significant bank office support so it’s important the candidate is within reasonable travelling distance to Huntingdon.
The candidate will need to have attained Level 4 diploma and may come from a Paraplanning background or be an IFA with limited experience wishing to develop their career further
This is an excellent opportunity to be mentored within an IFA firm, have access to clients and develop a career.
The negotiable salary and employee benefits will be discussed at interview

Our client has a Senior Managers position available covering the north of England whilst working from a

Northeast hub.
The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI’s. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training.

In addition, it’s desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility

The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator

Salary is negotiable and will be based on experience and there’s an uncapped bonus.

Contact 0800 233 5516 of hello@resourcematters.co.uk

The financial and economic landscape is forever evolving, with changing regulations, taxation which also brings opportunities. At the centre of this accounting firm client’s proportion is a strong adviser team that enhances the firm’s reputation, ensures compliance, and drives revenue growth.

We seek Diploma in Financial Planning (DipFA) qualified candidates and ideally Chartered, together with financial planning experience

What to expert in return is a competitive basic salary, an employee benefits package and working for an employer of quality

Are you a dynamic, results-driven professional with a passion for helping clients achieve their financial ambitions? Do you thrive in an environment that offers strong back-office support? If so, we invite you to explore an exciting opportunity to join our client’s team as an Independent Financial Adviser.

Huntington based, our client is offering an employed remuneration package with a basic salary to 65k plus employee benefits. Clients will be supplied in addition to the advisers own activity to generate new and ongoing client income streams.

We seek CAS and SPS attained experienced financial advisers and would welcome a conversation to assess suitability

Do you experience in training and coaching within a regulated financial advice environment and are Level 4 qualified, plus experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.
If so, then join our client’s specialist Training & Development team in a Training role.
What You’ll Be Doing:
• Scoping & Managing T&D Plans: Collaborate across business areas to scope and manage training and development plans. Conduct training needs analyses for new colleagues, identify learning gaps, and develop plans to address them.
• Onboarding New Colleagues: Design, deliver, and evaluate onboarding programmes that are high-quality, engaging, and sustainable—both remotely and via face-to-face workshops.
• Upskilling Existing Colleagues: Create and deliver blended learning solutions (directly or via Train the Trainer approach) for existing staff. Ensure managers are equipped to embed training into ongoing performance.
• Evaluation: Develop and implement evaluation methods to validate training effectiveness.
• Quality Assurance: Maintain training materials to ensure they remain current, accurate, and aligned with the business and work closely with subject matter experts.
We’re Looking For:
• Recognised Level 4 financial services qualification minimum (e.g., CII Diploma in Financial Planning).
• Proven success in training and coaching within a regulated financial advice environment.
• Experience designing and delivering diverse training solutions—including digital content (Rise, Articulate), remote sessions, and face-to-face workshops.
• Strong knowledge of regulatory and legislative requirements related to financial advice.
• Experience using or training on Investment Platforms.
• Motivational, inspiring training style with excellent presentation skills.
• Proven ability to set direction, motivate, and develop others to achieve operational goals.
Interested- make contact to discuss further
admin@resourcematters.co.uk
Tel: 08002335516

Hybrid work with weekly visits to Birmingham

Our client is seeking an experienced Lead Investment Strategy Manager to join their Investment Strategy team. You will design, manage and support the customer Investment Fund proposition in line with Product Strategy.

Also, ensure an optimal fund proposition and operating model, supporting the Asset Owner and the Product Strategy team through design, implementation, and ongoing governance of the proposition in line with business plans. You will work closely with the Director of Product, Group Strategic Product Manager and Senior Investment Product Manager and will have line management responsibility of one colleague.

What we are looking for includes experience in fund propositions, governance and asset ownership. Plus, experience in product management, with a focus on investment and fund solutions

In addition to the 70k salary, there is a very competitive range of employee benefits including a company and performance-based scheme to enhance the overall package

Contact 0800 233 5516 or hello@resourcematters.co.uk