Home-based / Remote working with national travel as required

Our wealth management client delivers financial education in the workplace, helping employees better understand how to maximise their wealth and providing access to qualified Financial Consultants. Due to continued demand, they are seeking an experienced Financial Presenter / Coach to deliver engaging financial wellbeing sessions to employees across the UK.

About the Role
This is a predominantly home-based role, with presentations delivered both online and, on occasion, face to face. You will be responsible for presenting financial education content in a confident, credible and accessible way, supporting employees in understanding key areas such as investments, pensions and wider financial planning.

Candidate Profile
The successful candidate will be an accomplished presenter with strong gravitas and proven experience within the regulated financial services sector, particularly in investments and pensions. Candidates must hold a minimum of R04, with a full Level 4 Diploma being highly desirable.

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

Our IFA client is looking to appoint a Financial Adviser to support the planned handover of clients from a retiring adviser. This is an excellent opportunity for an adviser who enjoys building long-term client relationships and wants to join a business with an established client base and clear growth potential.

The role is offered on an employed contract, with ongoing and initial fees counting 100% towards salary validation. It would suit either a servicing adviser who wants to maintain and develop an existing client book, or an adviser looking to grow AUM and benefit from the additional revenue available.

We are seeking a Level 4 qualified adviser with a strong compliance record and proven experience in holistic financial advice and client servicing.

To discuss this opportunity further, contact 0800 233 5516 or hello@resourcematters.co.uk.

We are recruiting experienced Paraplanners to join national independent financial advice firms during an exciting period of growth.
• Salaries to £50,000. Plus, competitive employee befits and bonus
• Hybrid working arrangements are available.
• As part of the paraplanning team, you will research, prepare, and write a wide range of client reports within agreed timescales. You will play a key role in delivering excellent client service while providing day-to-day technical support.
• Candidates will hold the Level 4 Diploma and have previous experience in a paraplanning role.
To discuss further contact hello@resourcematters.co.uk or call 0800 2335516.

An established directly authorised IFA firm is seeking an experienced Independent Financial Adviser to join its Colchester office and take over an existing book of clients.
This employed role offers a competitive, negotiable salary together with bonus potential, employee benefits and dedicated paraplanning support. To find out more, please contact hello@resourcematters.co.uk or call 0800 233 5516.

A directly authorised and non-PE-backed financial planning firm, is seeking a Chartered Financial Planner to join its London office. This is an excellent opportunity for an experienced adviser who would like to develop within a supportive, professional, and forward-thinking environment.

The Opportunity
-Manage and develop a portfolio of existing clients.
-Build and maintain long-term, trusted relationships with clients.
-Deliver high-quality, compliant financial advice tailored to each client
-Work towards clearly defined KPI targets

What We’re Looking For

-Level 6 Chartered Financial Planner status.
-Current CAS and SPS status.
-No requirement to bring an existing client bank.
-Proven experience in a financial planning or advisory role.
-Strong client relationship management and communication skills.
-A desire to grow within a supportive, professional, and dynamic firm.

To apply or find out more, please contact hello@resourcematters.co.uk or call 0800 233 5516.

Our client operates within a specialist niche market and is looking to appoint an experienced Financial Adviser to join their established team. This is a home-based opportunity, offering the autonomy to manage your own diary while supporting a professional and loyal client base across the Leeds, Bradford and Hull region.

This role is ideal for an adviser who is seeking the security of employed remuneration, access to quality professional clients and the backing of a knowledgeable, supportive team. You will be responsible for developing existing client relationships while also building new ones, with the flexibility to maintain a healthy work-life balance.

In return, you will receive a competitive salary, bonus, car allowance, pension and a strong employee benefits package.

If you are Level 4 Diploma qualified or above and are considering your next move, we would be delighted to hear from you and discuss the opportunity in more detail.

To apply or find out more: Tel: 0800 233 5516 | hello@resourcematters.co.uk

Join an award-winning, highly respected financial planning firm recognised for its quality, professionalism, and commitment to developing talented people.

This is an excellent opportunity for an ambitious Trainee Independent Financial Adviser to build a long-term career from the firm’s Leicester office, supported by a structured training programme and experienced industry professionals.

Working closely with a Senior Financial Planner, you will gain valuable exposure to client meetings, technical planning work, and coordination with dedicated client support teams. As your confidence grows, you will take on greater responsibility and develop the knowledge, skills, and commercial understanding needed to manage your own client portfolio.

The ideal candidate will have a background in financial services and will have completed at least part of the Level 4 Diploma in Financial Planning. Full Level 4 qualification would be a strong advantage, but the right attitude, ambition, and desire to progress are equally important.

In return, you can expect a salary of up to £45k, a bonus scheme, excellent employee benefits, and a genuine pathway to becoming a fully established adviser.

To find out more about this exciting career opportunity, email hello@resourcematters.co.uk in the first instance.

Birmingham, Manchester, Liverpool or Ipswich
Wealth Planner – Affluent Client Market
Sizable / Negotiable Salaries

An excellent opportunity has arisen for an ambitious and client-focused Wealth Planner to join a highly regarded financial planning business in Birmingham, Manchester, Liverpool or Ipswich.

This role offers the chance to work with established, high-value client relationships, supported by a strong remuneration package and the flexibility of hybrid working. It would suit a Diploma Level 4 qualified Financial Adviser, or above, who is keen to grow their career within the affluent client market.

The successful candidate will be responsible for building, developing and nurturing profitable relationships with both corporate and individual clients, providing personalised financial planning and investment advice tailored to their wider financial goals.

Applicants should be qualified to RDR Level 4 or above, hold competent adviser status, and have a strong understanding of holistic financial planning.

Contact Tel: 08002335516 or hello@resourcematters.co.uk

Our client is a national IFA firm with an opportunity for an IFA to work from its Glasgow office on a hybrid basis.

There is an existing client book to service, in addition to an ongoing requirement for prospecting to drive growth. Back-office support includes paraplanning, and the remuneration is based on an employed contract with a negotiable basic salary plus bonus.

Candidates will need to be Level 4 qualified and hold CAS, and may come from either an IFA or restricted advice background.

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

Basic salary up to £80k + package + paraplanning + quarterly bonus + all clients supplied

Our client is expanding their remote/home-based business model across the UK, so the adviser location is flexible. They provide holistic financial planning advice, excellent client lead generation, and existing clients through efficient, streamlined processes.

We are interested in hearing from Level 4 or above Financial Planners, Financial Advisers/IFAs, and Wealth Managers who are looking to progress their careers and work with qualified clients.

The company offers an excellent package, including a competitive basic salary, bonus, and employee benefits.

Candidate criteria

A demonstrable track record in investment and pensions advice
Full Level 4 Diploma in Financial Planning
No industry debts
A proactive mentality (it’s a busy role)
Competent Adviser Status (current or recent)

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