Our clients Para Planning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients. Candidates will need paraplanning experience and be proficient with intelligent Office Analytics and Dynamic Planner.
Experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
Level 4 diploma is required and working towards chartered status would be an advantage
#paraplanner #paraplanning #manager #independantfinancialadvice
Contact – 0800 2335516 or hello@resourcematters.co.uk
Audit Manager and Audit Senior Vacancies -South West
These Audit Senior and Audit Managers roles are varied whilst working with our clients Audit Partners to ensure audit quality and excellent client service, actively driving all stages of the audit.
What we need by way of candidate experience
Ideally you will:_
– Be ACA or ACCA qualified, with experience in a similar role
– Travelling distance to Bristol and/or Taunton
– Be a confident and collaborative team player with experience of coaching or leading others
-Have a record of delivering outstanding customer service to clients and inspiring others to do the same within an audit role
Salaries vary dependant on the role and are truly negotiable depending on experience.
Contact hello@resourcematters.co.uk or 08002335516
#audit #auditsenior #auditmanager
Financial Presenter/ Coach vacancy
This Financial Presenter/ Coach vacancy is primarily a home-based role with good communication links would be an advantage. The role is with our wealth management client who provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space and ideally RO4 and above.
Contact 0800 2335516 or hello@resourcematters.co.uk
Workplace Pensions Adviser – Somerset
Our client is a Southwest accountancy firm with a wealth management division. They have an opening for a Financial Consultant (Diploma 4 qualified) to specifically look after their workplace pension clients.
The candidate whilst being an Adviser with experience, may however be earlier in their career. They will need to be competent with presenting/public speaking.
Most of our client’s team are based in Taunton, but there is some flexibility to be located elsewhere providing regular travel to Taunton is within reason
If you are a qualified Financial Adviser seeking a new role then contact us and we can discuss further, including suitability, salary and overall remuneration.
T: 0800 233516
e: hello@resourcematters.co.uk
Home-based Financial Adviser role available in York and surrounding area.
This role will be attractive to an adviser who is seeking an employed contract with access to clients whilst being surrounding by an excellent support structure. Also, offering the flexibility to find a work / life balance is tremendously important. The adviser will build new client relationships whilst developing existing ones and be rewarded with a competitive salary, quarterly and yearly bonus, car allowance, pension, and other employee benefits.
If you are Level 4 dip or above and are seeking a new employer, then contact us.
Tel: 0800 2335516 hello@resourcematters.co.uk
Financial Adviser Vacancy – Home based with fortnightly visits to either the Glasgow or Nottingham offices
Our IFA directly authorised client has a home-based Financial Advice role to focus on their existing clients to meet the appropriate level of servicing. This is a busy review role but not detracting from the new business opportunities that arise.
In addition to a salary, there is a very competitive bonus paid on all new business due to zero salary validation. In addition, a competitive employee befits package is on offer
Candidates need be competent adviser status, level 4 dip, compliantly strong and have an activist mentality
Contact 0800 2335516 or hello@resourcematters.co.uk
IFA Vacancy – Camarthan
Employed remuneration package + Paraplanning + client portfolio
Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning. This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role
Your Qualifications / Experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Competent Adviser Status achieved
Min of 2 years in an holistic financial planning role
Contact 0800 2335516 or hello@resourcematters.co.uk
IFA Vacancy – Lincoln
Employed remuneration package + Paraplanning + client portfolio
Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning. This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role
Your Qualifications / Experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Competent Adviser Status achieved
Min of 2 years in an holistic financial planning role
Contact 0800 2335516 or hello@resourcematters.co.uk
Financial Adviser -Bracknell and surrounding area
This Financial Planner vacancy is home based with Bracknell being a central location for clients.
Affinity linked, our client offers an employed package with salary (negotiable), bonus scheme, car allowance and strong employee benefits. It’s the access to clients that’s fundamental and will driver for success.
Candidates will need to be level 4 diploma and ideally already in a financial planning role. However, candidates from client facing roles e.g. mortgage advisers will also be considered.
Contact hello@resourcematters.co.uk or 0800 233 5516
#financialplanning #financialadvice #financialconsultant #finacialadviser
FS Trainer – Perm
Financial Services Trainer – Perm
Home Based with travel to Birmingham.
Salary 55k plus benefits
Our Financial Services provider client has embarked upon a growth programme that has resulted in the need for a further financial service trainer. The role is home based with travel to Birmingham office when appropriate
The scope of the role includes the development and deliver of training solutions including to financial advisers and regional manager, ensuring that change is effectively trained to managers and colleagues and successfully embedded.
The candidate will be level 4 and come from a financial advice background including training design and delivery.
Contact 08002335516 or hello@resorcematters.co.uk
#financialservicejobs #training