Our financial services client is a product provider including With Profits funds which is where this BDM or RSM role as it called sits.

The role responsibilities include the deliver sales revenue through the sale of the With Profit Fund via IFA’s. The development of “Business to Business” IFA relationships is imperative to develop, maintain and grow existing and new adviser relationships in person and digitally with a view to developing scale and growth in the operation. In addition to develop and maintain key platform relationships with partner platforms.

We’re looking for an accomplished Intermediary BDM with a proven track record of penetrating and maintaining business relationships in the IFA Market. Good understanding of the financial advice process, ideally level 4 qualified plus understanding and experience of the UK with profit sector and the investment platform market.

In addition to the basic salary (circa 75k), there’s a bonus scheme, car allowance (6k) plus a strong list of employee benefits

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 directly authorised client is an accountancy and wealth management firm who seek a further diploma Level 4 or Chartered IFA.

There will be an existing bank plus a significant number of new clients will come from the accountancy practice, so the focus for the successful individual will be on financial planning,

Salary will be dependent on experience and qualifications whilst also being competitive.

Working for our legal firm client, this IFA role will benefit from introductions from the legal team.
Lincolnshire based, they seek an experienced Financial Advisor who is technically strong together with great business development and relationship management skills.
This is an employed remuneration package that is negotiable depending on experience
For a confidential chat contact hello@resourcematters.co.uk or 08002335516

Our client is a directly authorised IFA firm who requires an adviser to take over a retiring IFA’s client bank.

This role would suit an adviser with limited experience yet having attained competent adviser status whilst also requiring a client book to achieve a sustainable position. Also wishing wishing to be home based and servicing clients around the South Derbyshire area.

Remuneration and role profile available on enquiry
Contact 0800 2335516 or hello@resourcematters.co.uk

Hedge Fund Structure – London. Are you an experienced hedge fund structure seeking a new role?

This role is requiring specific experience of bringing Hedge Funds and Alternative Investments opportunities to private clients. A broad understanding of regulatory landscape impacting hedge funds across different domiciles. In addition, experience of fund structures and offering documentation and incorporating commercial changes, corporate actions, or other restructuring requirements as required.

Salary circa 100K plus benefits associated with this senior.

There’s much more to this complex role which someone with the relevant experience will appreciate and we can discuss.
Contact: paulstanden@resourcematters.co.uk
Tel: 07860966323
#hedgefunds #hedgefundstructurer #alternativeinvestments

We have a new vacancy from our client who are an award-winning design and digital communications agency based in London. They have for many years helping organisations drive positive action in financial wellbeing, property marketing and branding. They use data, content and technology to help organisations change behaviours, increase motivation, improve performance and flourish by developing their brand and reputation.

They wish to recruit an individual to help drive new business. The title is quite fluid but in essence it called be called a business development role, managing new clients from the initial meeting to final delivery, being both proactive and confident in supporting the client journey.

This delivery will be because of a can-do attitude and the ability to thrive in a dynamic creative / digital environment. Also being able to apply knowledge of; UK pensions (DB and DC), Reward & Benefits and Financial Wellbeing to hold engaging conversations

The successful candidate will be a fantastic personality fit being this is a small team, self-motivated and come from a background including Financial Services (Employee benefits and or Pensions background) plus digital creative content/ communication. Experience of RFP.s would also be an advantage.

There’s a whole lot more to say about this fantastic team to be part of together with salary and benefits

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