Mainly via acquisition, our IFA firm client requires new Financial Advisers across various locations to service their clients. Locations include- York, Newcastle, and Southampton with more locations to be added.

These home based salaried roles, come with and a bonus scheme that will reward those who can grow the client bank further. A centralised support structure enhances efficiencies and the clients experience.

Candidates will need to be level 4 dip min and hold competent advice status. Whole of market experience is a desirable, however restricted advice experience is more than acceptable.

Our client is a national financial services provider and has a proud heritage. Building on their position as a trusted specialist, this vital role is responsible for evolving their retirement proposition to ensure they stay ahead of the market in servicing customer needs at this vital stage in their financial/career lifecycle.

There’s a lot more to the role which is home based with visits to the Birmingham office.

We are looking for candidates with proposition delivery experience within financial services and strong technical capabilities within the retirement market. Matrix management capability, stakeholder manager and project management are also key areas of expertise.

The salary is competitive plus a strong employee benefit package.

Contact 08002335516 or hello@resourcematters.co.uk

#retirement #propositionmanager #projectmanagement #financialservices #propositiondelivery

Given that access to new clients in the wealth market is paramount to an advisers success, then this wealth managements firms proposition will be attractive.

Resource Matters are pleased to be part of our client’s growth and wish to speak with Level 4 dip, 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 more details about the role.

Contact 08002335516 or hello@resourcematters.co.uk
#wealthmanagment #ifa #financialconsultant #financialadviser #financialadvice #financialservicescareers #dfm #financialplanner

Our client provides independent, financial planning solutions to corporate and private clients. They require a Paraplanner to work from their Newcastle city centre office with hybrid available after probation.

The candidate knowledge and skills includes having paraplanning experience within an IFA firm

A competitive salary, hybrid working, bonus and other employee benefits are on offer

Our directly authorised IFA clients required a West/North Yorkshire based adviser to service an existing client book. This role Includes a hybrid working pattern on an employed remuneration basis, with OTE is circa 75/80K. The salary is negotiable and there’s a range of employee benefits.

Candidates need to be at least Level 4 dip in financial planning and competent adviser status.

Contact admin@resourcematters.co.uk or 08002335516

#ifa #financialservicesjobs #financialadvice #financialservicesrecruitment #financialconsultant #financialadvisor

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

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

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

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

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