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

Senior Compliance Consultant -General Insurance

Hybrid role with 80% homeworking and 20% in the Warwickshire office

Salary of 80k, plus company bonus to 25%.

Our client has an opportunity for a Senior Compliance Consultant within their general insurance division. You’ll communicate regulatory standards to senior managers, and influence and challenge where appropriate

As part of the wider Risk function, the Compliance Consultancy team ensures our client is abiding by Financial Conduct Authority (FCA) regulations, so you’ll play a key part in maintaining the reputation, integrity, guiding and supporting the business to ensure customers remain at the heart of our business.

Your leadership will be instrumental in managing and coaching the General Insurance section of the Compliance Consultancy team to interpret and communicate regulatory changes, partner with key stakeholders.

You’ll play a key part in facilitating FCA thematic reviews and anticipate and escalate actual and emerging conduct risks. You’ll assist in reporting to the key governance committees, providing valuable management information, regulatory updates and insights from consultancy activity. Additionally, you’ll recommend and implement procedural enhancements to optimise consultancy activities and increase efficiency.

About you:

You’ll have a detailed understanding of risk and compliance management, with demonstrable leadership skills and the ability to manage an engaged, proactive team of risk professionals.

A strong relationship builder, you will be able to demonstrate your ability to adapt yourself to suit different audiences and investigate issues in a diplomatic manner. You build effective networks at a senior level to help you engage and influence both internal and external stakeholders.

With a focus on interpreting and communicating regulation, you’re a risk professional who can communicate technical information effectively to non-technical audiences.

Contact admin@resourcematters.co.uk or 08002335516

#complianceconsultant #fca #generalisurance #risk #compliancemanagement

Our clients Para Planning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients. Candidates will need paraplanning experience and be proficient with intelligent Office Analytics and Dynamic Planner.

Experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.

Level 4 diploma is required and working towards chartered status would be an advantage

#paraplanner #paraplanning #manager #independantfinancialadvice

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

These Audit Senior and Audit Managers roles are varied whilst working with our clients Audit Partners to ensure audit quality and excellent client service, actively driving all stages of the audit.

What we need by way of candidate experience

Ideally you will:_

– Be ACA or ACCA qualified, with experience in a similar role
– Travelling distance to Bristol and/or Taunton
– Be a confident and collaborative team player with experience of coaching or leading others
-Have a record of delivering outstanding customer service to clients and inspiring others to do the same within an audit role

Salaries vary dependant on the role and are truly negotiable depending on experience.

Contact hello@resourcematters.co.uk or 08002335516

#audit #auditsenior #auditmanager

This Financial Presenter/ Coach vacancy is primarily a home-based role with good communication links would be an advantage. The role is with our wealth management client who provides financial education in the workplace helping employees understand how to maximise their wealth and facilitate access to Financial Consultants. Candidates need to be experienced presenters with gravitas within the FS regulated investment /pensions space and ideally RO4 and above.

Contact 0800 2335516 or hello@resourcematters.co.uk