Our wealth management client provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. This presenter/coach role is predominantly home based with presentations either online or face to face. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space, holding RO4 minimum.

New- Paraplanner vacancies in North and South Yorkshire, Cheshire, North East & Bristol. Due to exceptional growth the role is working for a national independent advice firm with a hybrid working arrangement.

You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.

The Candidate will need to be Level 4 Dip or working towards and have experience in a Paraplanning role.

The salary will be dependent on experience and will be very competitive

Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.

The main role requirement is whilst home based is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects.

Candidates need to have experience in a training, sales or *“think on your feet” * environment and within the within the financial services sector.

A full description is available on enquiry at hello@resourcematters.co.uk or 08002335516

In addition to West Yorkshire, our client also has a new role reporting in to Newcastle. These are hybrid roles and we have a further client offering 100% remote thus location not an issue.

Hybrid working model (remote and face to face)

Working with an existing book of review clients on a genuinely holistic basis and the opportunity to write new business with leads provided by our client.

In addition to basic there’s a T&C bonus up to £10k and new business

Back office support is also provided.

Candidates need to be experienced advisers , Level 4, Chartered is an advantage and CAS

Tel: 0800 2335516 or hello@resourcematters.co.uk

With a Norwich and surrounding client base, our financial advice firm client seeks a level 4 qualified Financial Adviser.

Benefiting from structured introducer agreements, the adviser will enjoy a flow of new business leads to help achieve business levels and bonus in addition to a negotiable basic salary.

This can be a home-based role with access to local offices on occasions plus face to face with clients. The role holder can achieve over 100k in earnings with a generous remuneration package and competitive employee benefits.

The candidate in addition to holding level 4 Dip will need to be a strong relationship builder with introducers and clients alike. Also key will be holistic financial planning skills across the business and personal advice market and a drive for success

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

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