Home / Office based, this IFA role is for an experienced advisor who prefers a salaried remuneration package. With low salary validation, this role will enable bonus to be achieved with both initial and ongoing fee’s counting. Furthermore, para planning and client administration support is supplied

Whilst client support is available, the role will suit an individual who can grow their client book in a proactive manner

Make contact with ourselves for more details and to discuss suitability.

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

Our Wealth manager client had an opening for a Sales Development Manager They are a leading financial wellbeing and retirement specialist helping those in the workplace to improve their financial future.

The successful candidates will be home-based. Whilst there is no specific location required, most work will be South-East based and they must be willing and able to travel as required, including holding a full driving licence.

A snapshot of the role: –

-The successful candidate will be responsible for delivering new profitable corporate in financial wellbeing and retirement sectors, selling education programs, digital capabilities, and workplace ISAs.

– They will also have line management responsibilities for two New Business Executives, including coaching, mentoring and performance management.

-Deliver new business sales targets as defined by Head of Client Development.

-Develop and manage the new business contact plan to support the delivery of sales targets activities to

-Manage the follow up of all financial wellbeing and retirement related new business leads to arrange initial and follow up appointments,

It is essential that candidates: –

-Have with strong experience in a consultant lead sales environment managing new business activity.

-Ideally, from an employment benefit consultant and/or a business development background and used to selling their services, including RFPs, networking, speaking at events, etc.

-Essential is a really good pensions knowledge  

– Should also have proven line management experience, particularly in mentoring junior sales staff.

Remuneration is competitive and can be discussed on enquiry

contact hello@resourcematters.co.uk or 08002335516

#salesdevelopment #pensios #wealthmanagement #financialeducation #financialsevices #employeebenefits

As a result of increased resource needs alongside succession planning, our Wealth manager client had an opening for a Corporate Relationship Manager. They are a leading financial wellbeing and retirement specialist – helping those in the workplace to improve their financial future.
The successful candidates will be home-based. Whilst there is no specific location required, most work will be South-East based and they must be willing and able to travel as required, including holding a full driving licence.
A snapshot of the role: –
• To manage new and existing corporate client relationships by implementing effective delivery of financial education, guidance, and advice services to the corporate clients’ employees
• Manage the day-to-day business relationships of corporate clients and support delivery of revenue growth and enquiry generation for advice service Ongoing contract management including addition, renewal and re-tendering for services
It is essential that candidates: –
• Are strong communicators.
• Can demonstrate an ability/history of building and managing relationships effectively in a corporate environment
• Have strong knowledge of workplace schemes e.g. share schemes and workplace saving. A pensions specialism would be advantageous, especially around working knowledge of UK pension (DB, DC, auto-enrolment), UK share schemes & flex benefits provision
• Have worked in financial services or have a workplace financial wellbeing background.
Remuneration on request which is competitive with excellent benefits package

Senior Compliance Consultant -General Insurance

Hybrid role with 80% homeworking and 20% in the Warwickshire office

Salary of 80k, plus company bonus to 25%.

Our client has an opportunity for a Senior Compliance Consultant within their general insurance division. You’ll communicate regulatory standards to senior managers, and influence and challenge where appropriate

As part of the wider Risk function, the Compliance Consultancy team ensures our client is abiding by Financial Conduct Authority (FCA) regulations, so you’ll play a key part in maintaining the reputation, integrity, guiding and supporting the business to ensure customers remain at the heart of our business.

Your leadership will be instrumental in managing and coaching the General Insurance section of the Compliance Consultancy team to interpret and communicate regulatory changes, partner with key stakeholders.

You’ll play a key part in facilitating FCA thematic reviews and anticipate and escalate actual and emerging conduct risks. You’ll assist in reporting to the key governance committees, providing valuable management information, regulatory updates and insights from consultancy activity. Additionally, you’ll recommend and implement procedural enhancements to optimise consultancy activities and increase efficiency.

About you:

You’ll have a detailed understanding of risk and compliance management, with demonstrable leadership skills and the ability to manage an engaged, proactive team of risk professionals.

A strong relationship builder, you will be able to demonstrate your ability to adapt yourself to suit different audiences and investigate issues in a diplomatic manner. You build effective networks at a senior level to help you engage and influence both internal and external stakeholders.

With a focus on interpreting and communicating regulation, you’re a risk professional who can communicate technical information effectively to non-technical audiences.

Contact admin@resourcematters.co.uk or 08002335516

#complianceconsultant #fca #generalisurance #risk #compliancemanagement

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

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

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

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

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

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