We are seeking an experienced and client-focused Independent Financial Adviser to join our clients growing team in Taunton. Working within a well-established accountancy firm, you will provide high-quality holistic financial planning advice to private clients, business owners and professionals, building on trusted existing relationships and helping to expand our financial services offering.
About You
– Level 4 Diploma in Financial Planning (DipPFS or equivalent) essential.
– Previous experience as an Independent Financial Adviser or Financial Planner.
– Strong technical knowledge of pensions, investments, protection and tax-efficient planning.
– Ability to generate and develop new business while also servicing an existing client bank.
– Strong organisational skills and attention to detail.
– Comfortable working collaboratively within a professional services environment.
What We Offer
– Competitive salary and bonus structure.
– Established client relationships and referral opportunities through the accountancy firm.
– A professional, collaborative and supportive working environment.
– Administrative and compliance support to help you focus on clients.
If you are an ambitious and qualified IFA looking to join a respected accountancy firm in the Southwest, we would love to hear from you.
Contact 0800 233 5516 or hello@resourcematters.co.uk
Financial Adviser -Hampshire
Our client is a highly respected, award-winning firm with a strong national presence and an outstanding reputation in the market.
This is an excellent opportunity to take on a ready-made Hampshire client base, benefit from established introducer relationships, and enjoy a highly attractive remuneration package with significant employee benefits (basic salary up to £75k, plus allowances). The role is home-based, offers only occasional office travel, and comes with no requirement to bring clients with you.
If you are an experienced adviser looking for a standout opportunity with genuine earning potential and flexibility, please contact our consultants on 0800 2335516.
If you do not wish to receive further communications, please reply with “remove” and we will update our records accordingly.
Our client is a highly respected, award-winning firm with a strong national presence and an outstanding reputation in the market.
This is an excellent opportunity to take on a ready-made Hampshire client base, benefit from established introducer relationships, and enjoy a highly attractive remuneration package with significant employee benefits (basic salary up to £75k, plus allowances). The role is home-based, offers only occasional office travel, and comes with no requirement to bring clients with you.
If you are looking for a standout opportunity with genuine earning potential and flexibility, please contact our consultants on 0800 2335516.
Essex IFA
Join a well-established national IFA at an exciting time of growth. We have two excellent opportunities available following a retirement and a recent acquisition.
You’ll inherit existing client books from day one, giving you a strong platform to build on—without taking focus away from your commercial growth targets. You’ll also benefit from dedicated paraplanning support and a hybrid working arrangement.
We’re looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client book—supported by strong paraplanning resource.
This is an employed opportunity with a directly authorised IFA, offering a competitive basic salary (negotiable depending on experience) and the backing of a national business.
Tel 0800 2335516 or hello@resourcematters.co.uk
You’ll inherit existing client books from day one, giving you a strong platform to build on—without taking focus away from your commercial growth targets. You’ll also benefit from dedicated paraplanning support and a hybrid working arrangement.
We’re looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client book—supported by strong paraplanning resource.
This is an employed opportunity with a directly authorised IFA, offering a competitive basic salary (negotiable depending on experience) and the backing of a national business.
Tel 0800 2335516 or hello@resourcematters.co.uk
Home based -Financial Planner
Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status.
You’ll be supported by strong lead generation, dedicated paraplanning, and a wider team of specialist support functions—so you can focus on advice, client outcomes and rewards
With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package
To succeed, you’ll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside.
Contact 0800 2335516 or hello@resourcematters.co.uk
You’ll be supported by strong lead generation, dedicated paraplanning, and a wider team of specialist support functions—so you can focus on advice, client outcomes and rewards
With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package
To succeed, you’ll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside.
Contact 0800 2335516 or hello@resourcematters.co.uk
Digital Content Writer -Financial Education
Our dynamic wealth management client is offering an exciting, home based role that combines technical financial advice expertise with a flair for digital design.
The Education Design Specialist will create high quality financial education content for employees. This includes designing digital seminar materials and producing engaging digital media assets that support and enhance the delivery of financial education. The role combines traditional financial education design, delivered using PowerPoint, with a strong focus on digital content production—though it does not involve delivering the content itself. Responsibilities include developing short explainer videos, promotional course videos, podcasts, microsite content, and materials for digital calculators and tools that help employees better understand key financial concepts.
It is imperative that the candidate has experience in financial services and/or financial advice, enabling them to fully understand the content they are creating. Working towards the Level 4 Diploma in Financial Planning—ideally already attained—would be a distinct advantage.
Remuneration is competitive and negotiable, and the role offers clear opportunities for career progression, which is the reason this vacancy has arisen.
If you have the relevant background and would like to discuss the role further, we welcome your application.
The Education Design Specialist will create high quality financial education content for employees. This includes designing digital seminar materials and producing engaging digital media assets that support and enhance the delivery of financial education. The role combines traditional financial education design, delivered using PowerPoint, with a strong focus on digital content production—though it does not involve delivering the content itself. Responsibilities include developing short explainer videos, promotional course videos, podcasts, microsite content, and materials for digital calculators and tools that help employees better understand key financial concepts.
It is imperative that the candidate has experience in financial services and/or financial advice, enabling them to fully understand the content they are creating. Working towards the Level 4 Diploma in Financial Planning—ideally already attained—would be a distinct advantage.
Remuneration is competitive and negotiable, and the role offers clear opportunities for career progression, which is the reason this vacancy has arisen.
If you have the relevant background and would like to discuss the role further, we welcome your application.
Financial Adviser opportunity, covering Swansea, Cardiff and Newport.
We are pleased to present an exciting home-based Financial Adviser opportunity, covering Swansea, Cardiff and Newport.
You’ll provide high-quality, holistic financial planning in a specialist market, with strong back-office support from an established Head Office and regional team.
The role offers an employed package with a negotiable basic salary, car allowance and a competitive benefits suite.
No transferable client bank is required—our client will support you with marketing, existing arrangements and the infrastructure needed to build momentum quickly.
To discuss the role in confidence, please call 0800 233 5516 or email hello@resourcematters.co.uk.
You’ll provide high-quality, holistic financial planning in a specialist market, with strong back-office support from an established Head Office and regional team.
The role offers an employed package with a negotiable basic salary, car allowance and a competitive benefits suite.
No transferable client bank is required—our client will support you with marketing, existing arrangements and the infrastructure needed to build momentum quickly.
To discuss the role in confidence, please call 0800 233 5516 or email hello@resourcematters.co.uk.
Essex IFA Vacancies
Two Essex based IFA roles due to a retiring adviser on an employed basis with client book to service and grow plus para planning support. Remuneration is on an employed basis with competitive and negotiable basic salary with this directly authorised IFA firm. Contact hello@resourcematters.co.uk or 08002335516
Colchester IFA Vacancy
Colchester based IFA required due to retiring adviser thus a client bank in situ in addition to new client support. This hybrid role is on an employed basis with competitive and negotiable basic salary, paraplanning support and a directly authorised IFA client proposition. Contact hello@resourcematters.co.uk or 08002335516
IFA -Staffordshire
Staffordshire based IFA required due to retiring adviser thus a client bank in situ in addition to new client support. This hybrid role is on an employed basis with competitive and negotiable basic salary, paraplanning support and a directly authorised IFA client proposition. Contact hello@resourcematters.co.uk or 08002335516
Remote Financial Planning positions – Nationwide
– Competitive base salary reaching up to £80k + Benefits
– Plus competitive bonus and employee benefits
– Access to provided leads & clientele
– No networking or business development required
– No requirement to bring clients with you.
Candidates need to be level 4 dip and hold CAS/SPS
T: 0800 2335516 or hello@resourcematters.co.uk
– Plus competitive bonus and employee benefits
– Access to provided leads & clientele
– No networking or business development required
– No requirement to bring clients with you.
Candidates need to be level 4 dip and hold CAS/SPS
T: 0800 2335516 or hello@resourcematters.co.uk