Our national IFA client has engaged with us to support their recruitment for a Financial Adviser. Ideally based around Staffordshire, this role is to take over circa 150 clients on an employed / salaried basis. There’s a bonus scheme to drive growth and a paraplanning team to support the advice process.

We are looking to actively speak with candidate asap for what should be an attractive proposition to a candidate.

Candidates will need to be existing Financial Advisers, Level 4, CAS and hold a current SPS. Contact 0800 2335516 or hello@resourcematters.co.uk

Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request
• Carry out file reviews and maintain a log of checks undertaken:
• Check all documentation for completeness and consistency.
• Review and assess Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Switches & Drawdown.
• Communicate any findings with both the Adviser and appropriate senior management (monitor and assess the remedial action to ensure satisfactory completion) Responsibility for the delivery of the Compliance Monitoring Plan (CMP):
Candidate Requirements:
Ideally full Level 4 (If part then we can consider)
Investment & pensions experience within the financial services industry.
The Rewards
A negotiable basic salary together with an employee benefits package.

Our IFA firm client in North Somerset has an opportunity for an IFA to service a client book. There’s back-office support and the role will be on an employed contract with a negotiable salary.

Candidates will need to be Level 4. CAS and can come from an IFA or restricted advice proposition.

For a further conversation to explore the details contact hello@resourcematters.co.uk or Tel: 08002335516

Our wealth management client provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. This presenter/coach role is predominantly home based with presentations either online or face to face. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space, holding RO4 minimum.

Contact: hello@resourcematters.co.uk or 0800 233516

Our wealth management client provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. This presenter/coach role is predominantly home based with presentations either online or face to face. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space, holding RO4 minimum.

New- Paraplanner vacancies in North and South Yorkshire, Cheshire, North East & Bristol. Due to exceptional growth the role is working for a national independent advice firm with a hybrid working arrangement.

You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants.

The Candidate will need to be Level 4 Dip or working towards and have experience in a Paraplanning role.

The salary will be dependent on experience and will be very competitive

Our client is 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.

The main role requirement is whilst home based is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects.

Candidates need to have experience in a training, sales or *“think on your feet” * environment and within the within the financial services sector.

A full description is available on enquiry at hello@resourcematters.co.uk or 08002335516

In addition to West Yorkshire, our client also has a new role reporting in to Newcastle. These are hybrid roles and we have a further client offering 100% remote thus location not an issue.

Hybrid working model (remote and face to face)

Working with an existing book of review clients on a genuinely holistic basis and the opportunity to write new business with leads provided by our client.

In addition to basic there’s a T&C bonus up to £10k and new business

Back office support is also provided.

Candidates need to be experienced advisers , Level 4, Chartered is an advantage and CAS

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

With a Norwich and surrounding client base, our financial advice firm client seeks a level 4 qualified Financial Adviser.

Benefiting from structured introducer agreements, the adviser will enjoy a flow of new business leads to help achieve business levels and bonus in addition to a negotiable basic salary.

This can be a home-based role with access to local offices on occasions plus face to face with clients. The role holder can achieve over 100k in earnings with a generous remuneration package and competitive employee benefits.

The candidate in addition to holding level 4 Dip will need to be a strong relationship builder with introducers and clients alike. Also key will be holistic financial planning skills across the business and personal advice market and a drive for success

Contact hello@resourcematters.co.uk or 0800 233 5516