Flexible on location, the New Business Sales Executive will be responsible for delivering new profitable corporate clients to our wealth management client’s business.

The successful candidate will have: 

2+ years’ experience in a sales or consultancy lead environment

A reasonable conversational level of knowledge application in UK pension (DB & DC), UK share schemes, and flex benefit offerings to have engaging conversations (essential).

There’s a lot more to the role and to discuss of course and a discussion can be held on contact. Tel: 0800 2335516 or hello@resourcematters.co.uk

#financialeducation #wealthmanagement #corporatesales #independentfinancialadvice

Our client provides access to clients, para planning support and a remuneration structure encompassing new and ongoing services fee’s. It’s a hybrid office/ home based role for CAS/ SPS attained advisers.

Contact hello@resourcematters.co.uk or 08002335516.

Or your Resource Matters consultant if known

#ifa #financialadvice #financialservicesjobs #cardiff #independentfinancialadvice #financialconsultant #financialadvisers

Employed IFA’s to 60k basic required with all ongoing fee’s counting towards bonus validation. Locations needed are Bristol. Oxford, Birmingham, Warwickshire, North West, Yorkshire Inverness and Home Counties. The role is home based with clients to service plus a proactive approach required to growth further and build upon. Cas attained advisers required and more info at 08002335516 or hello@resourcematters.co.uk

Predominantly covering Derby and Notts, the successful candidate will benefit from a strong building society partnership providing existing and new clients. There is zero salary validation and a competitive 40% on new fee income.
Advisers need to be competent Adviser status and clean compliantly. More details on enquiry.
Contact 08002335516 or hello@resorcematters.co.uk

Employed or self-employed, high basic and/or bonus potential, a servicing role or new client interaction, build up ongoing fee’s and maybe an asset value, home based, hybrid or office based, restricted or whole of market client proportion, para planning support or do you own??…the list goes on.

Get in touch re your criteria and we will recommend an appropriate next home. hello@resourcematters.co.uk or 08002335516 or your Resource Matters Consultant if known. #career #financialplanning #ifa #restricted #hybrid #financialadvice #financialservices

Home home based with occasional travel to Birmingham.

Candidates will have product manager experience in at least one of the following- investment, income protection, life and pensions. Plus ideally have some managerial experience. We are not looking for a project, transformation manager, but an FS product manager who will probably work for a FS product manufacture / provider.

The salary is competitive plus strong employee benefits.

Contact – hello@resourcematters.co.uk or 0800 2335516

#productmanager #governance #financialservices

2023 has started strong with some excellent opportunities available to experienced Financial Advisers.

Predominately home based and including digital client interaction means that locations are flexible. There’s a mix of servicing roles and dealing with new qualified clients. Interested to know more and min Level 4 dip? Contact hello@resourcematters.co.uk or 08002335516

#ifa #financialservicesjobs #financialconsultant #financialadvice

The candidate will have been an IFA and Manager and have experience of managing large IFA teams. Driving performance and through training and development, working closely with T&C is a key role function. Salary is in excess of 100k
contact hello@resourcematters.co.uk tel: 08002335516
#ifa #manager #wealthmanagement #independentfinancialadvice

We have a Minehead based IFA practice who seek a further adviser due to support their business. The role is predominantly of a servicing nature and required and experienced adviser to be client centric and have all the unconscious competent attributes required in today’s financial planning environment
This employed role has the benefit of back-office support structure
More info at hello@resourcematters.co.uk or 08002335516

Building an asset value and ongoing fee’s is an objective of many financial advisers. Our client provides a platform to achieve this with fee spilt on both initial and ongoings fees at 80% and rising. This together with award winning IT, back-office support pi cost covered is an excellent opportunity for advisers who a strong networkers / hunter mentality whilst still being existing client centric.
Contact 08002335516 or hello@resourcematters.co.uk
#ifa #selfemployed #employed #financialservicesjobs #independentfinancialadvice #financialconsultant