Financial Services Recruitment Specialists

Financial Consultants / Employed Package / Home Based / Nationwide

Given that access to new client in the wealth advice market is paramount to success, then this wealth managements firms proposition is attractive. Also, support includes strong admin/para planning support.

Resource Matters are pleased to be part of our client’s growth and wish to speak to Level 4, and CAS attained advisers who open to a career move. You’ll need to be driven, have an activist mentality and compliantly strong.

A competitive salary and bonus scheme can be discussed on enquiry together with a detailed discussion around our client and the candidate’s suitability.

Contact 08002335516 or hello@resourcematters.co.uk

#wealthmanagment #ifa #financialconsultant #financialadviser #financialadvice #financialservicescareers #dfm #financialplanner

Financial Adviser Vacancies in Barrow in Furness, Huntington, Milton Keynes, Taunton, Darlington, and Newcastle under Lyme.

Our client continues to grow via acquisition and further financial advisers are needed to service existing clients.
Advisers benefit from local office admin and para planning support and the role can be described as a hybrid working role. Remuneration is on an employed basis for Level 4 / Cas attained financial advisers.
Tel: 08002335516 or hello@spireviewspa.co.uk

Compliance Manager

Due to senior management retirement and a company restructure, our client who are a Gloucestershire based and directly authorised IFA firm require a Compliance Manager.

Taking responsibility for the firm’s compliance function (not including SMR 16/17) is the core responsibility to this role, covering compliance and regulatory oversight.

The candidate will need to have compliance experience within an IFA firm and a full appraisal of the role including remuneration is available on enquiry.

#compliance #independentfinancialadvice #financialservicesjobs
Contact 08002335516 or hello@resourcematters.co.uk

Manchester IFA Vacancy

A retiring IFA has created an opportunity to manage a client bank with circa 120K recuring income in and around Manchester. Therefore, we seek an adviser who is looking for a new firm, wants client support but not detracting from an activist manner to develop further clients. For a conversation on this role then contact: admin@resourcematters.co.uk or 08002335516

Birmingham IFA Vacancy

Branch based Independent Financial Adviser required covering branches in Birmingham. Salary to 60k plus strong bonus potential and supply of existing and new clients. Candidates need to be CAS, SPS signed off and experienced in holistic financial planning. T: 08002335516 e: hello@resourcemattres.co.uk

Development Manager

A development manager opportunity has presented itself with our mutual financial services client.
Given the role is face to face / video based, the candidate’s location can be flexible but ideally the northern half of the UK.
The role is more of an adviser development nature rather than T&C and the candidate should have “hands” on experience developing financial advisers.
There is a full job description and benefits package on enquiry.

Financial Advisers…Want 95% of your financial advice work to be remote via teams?

Our client successfully re engineered their process to digital advice resulting in higher efficiency and activity. All client appointments are validated and made thus no self generation is required with our IFA client. Interested, level 4 dip and a CAS Financial Adviser then contact 0800 2335516 or hello@resourcematters.co.uk

#dfm #workingfromhome #ifa #financialservicesjobs #wealthmanagement #level4 #CAS #financialadvice

Financial Coach

Our client

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.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. As specialists in this field, our client continues to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing quality companies by The London Stock Exchange.

The Role

They seek a presenter to deliver financial education programmes to employees of corporate clients. To engage with employees during the delivery of seminars, webinars and all educational interventions to introduce other services.
Delivery of educational seminars, webinars and webcasts on a range of financial subject
To provide technical support to other team members on the development of new module
To keep up to date on changing legislation i.e. pensions/tax
Produce ideas for employee education e.g. changes to pension and share scheme
Assist in the design of new education modules as required by clients
Candidate Criteria

Evidential presentation experience within financial services and ideally financial education in the workplace
Must be knowledgeable across the spectrum of retail financial services eg Investments & pensions
Ideally have RO4 or be studying toward it
Able to project presence, whilst engaging with clients enthusiastically
Comfortable with travel, and overnight stays
Extremely personable, with a genuine interest in financial services
The Rewards

A competitive basic salary plus employee benefits and being part of a progressive supportive organisation

Retiring IFA Business Sale

Our directly authorised IFA client is growing via acquisition and in particular the retiring IFA market. With market leading processes, early payment terms and multiples of fee income, this proposition should be a serious contender for any advisor who seeks to capitalise on the value of their business.

#ifa #retirement #acquisition #businesssale #wealthmanagement #financialadvice

Contact 08002335515 or acquisitions@resourcematters.co.uk

SASS or Sipp exec vacancy-Leicester

SASS or Sipp exec required for our Leicester based client who have won “best employer” award. SASS or Sipp experience is required and more details via 08002335516 or hello@resourcematters.co.uk #sipp #sass #pensions #leicester #financialservices #financialservicesjobs