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

A Taunton office based Financial Planning Support role is available via our client who is a provider of professional services including independent financial advice.

Essentially, it’s an administrator position (to support a Senior IFA). Our client is open to someone either new to the industry with 6 months+ experience, or someone experienced.

The salary is be dictated by experience previous within a similar role, including the use of Intelligent Office client database/back-office system
A full job description is available on enquiry
T: 08002335516 or hello@resourcematters.co.uk

Our client offers a restricted financial advice proposition with access to professionals who are either aspirational or high net worth individuals. They are held in high esteem and have a strong support structure to deliver an excellent client journey.
This home-based Financial Planning role will cover a client in Hull and surrounding area and is available to Level 4 Dip individuals. (With or without CAS)
A competitive salary, car allowance and excellent employee benefits are on offer. A full job description and conversion to discuss suitability is available on enquiry.
Interested? Contact us on 0800 2335516 or hello@resorcematters.co.uk

This employed role with a national IFA firm requires candidates with experience in workplace pension schemes, group risk schemes, private medical and cash plan schemes. Ideally Midlands based but open minded to other locations, our client will pay a negotiable and completive salary with a range of employee benefits. A full job description is available for appropriate candidates. Contact hello@resourcematters.co.uk or 08002335516

Following on from a series of acquisitions, our IFA clients have opportunities for Financial Advisers to join their remote advice teams. Competent Adviser Status will need to have been achieved and in return the successful candidate will have a competitive remuneration structure including a bonus scheme to significantly increase earnings. No self-generation of clients is required so this would suit advisers with no transferable clients/ funds under management.
Locations include Glasgow, Brighton/Hove and Petersfield but in addition we have a number of home based roles so location can be flexible.
Contact hello@resourcematters.co.uk or 080023355116

Our IFA directly authorised client has released a home-based IFA role focusing on remote servicing of existing clients. New business is heavily rewarded with zero salary validation and the adviser is supported by efficient diary management and paraplanning.

Candidates need be competent adviser status, level 4 dip and well organised to deal with a busy diary.

Contact 0800 2335516 or hello@resourcematters.co.uk

Our client operates within a restricted model and specialising in the medical sector. This specialised Financial Planning role will be home based and cover the M5 corridor from Bristol to Devon. On offer is a competitive salary +Car allowance + strong employee benefits + bonus and the all-important access to high value clients and businesses. The candidate will need to be Level 4 diploma, and all the usual attributes associated with a Financial Planning professional

Contact 0800 2335516 or hello@resourcematters.co.uk