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.
Home-Based Financial Adviser -Hull/Bradford/Leeds
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
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
Trainee Financial Adviser- Leicester
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 Planners
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
IFA Vacancy -Glasgow
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.
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.
Home Based Financial Adviser- Basic salary up to £80k + package + paraplanning + quarterly bonus + all clients supplied
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
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
Independent Financial Adviser -Taunton
We are seeking an experienced and client-focused Independent Financial Adviser to join our clients growing team in Taunton. Working within a well-established accountancy firm, you will provide high-quality holistic financial planning advice to private clients, business owners and professionals, building on trusted existing relationships and helping to expand our financial services offering.
About You
– Level 4 Diploma in Financial Planning (DipPFS or equivalent) essential.
– Previous experience as an Independent Financial Adviser or Financial Planner.
– Strong technical knowledge of pensions, investments, protection and tax-efficient planning.
– Ability to generate and develop new business while also servicing an existing client bank.
– Strong organisational skills and attention to detail.
– Comfortable working collaboratively within a professional services environment.
What We Offer
– Competitive salary and bonus structure.
– Established client relationships and referral opportunities through the accountancy firm.
– A professional, collaborative and supportive working environment.
– Administrative and compliance support to help you focus on clients.
If you are an ambitious and qualified IFA looking to join a respected accountancy firm in the Southwest, we would love to hear from you.
Contact 0800 233 5516 or hello@resourcematters.co.uk
About You
– Level 4 Diploma in Financial Planning (DipPFS or equivalent) essential.
– Previous experience as an Independent Financial Adviser or Financial Planner.
– Strong technical knowledge of pensions, investments, protection and tax-efficient planning.
– Ability to generate and develop new business while also servicing an existing client bank.
– Strong organisational skills and attention to detail.
– Comfortable working collaboratively within a professional services environment.
What We Offer
– Competitive salary and bonus structure.
– Established client relationships and referral opportunities through the accountancy firm.
– A professional, collaborative and supportive working environment.
– Administrative and compliance support to help you focus on clients.
If you are an ambitious and qualified IFA looking to join a respected accountancy firm in the Southwest, we would love to hear from you.
Contact 0800 233 5516 or hello@resourcematters.co.uk
Financial Adviser -Hampshire
Our client is a highly respected, award-winning firm with a strong national presence and an outstanding reputation in the market.
This is an excellent opportunity to take on a ready-made Hampshire client base, benefit from established introducer relationships, and enjoy a highly attractive remuneration package with significant employee benefits (basic salary up to £75k, plus allowances). The role is home-based, offers only occasional office travel, and comes with no requirement to bring clients with you.
If you are an experienced adviser looking for a standout opportunity with genuine earning potential and flexibility, please contact our consultants on 0800 2335516.
If you do not wish to receive further communications, please reply with “remove” and we will update our records accordingly.
Our client is a highly respected, award-winning firm with a strong national presence and an outstanding reputation in the market.
This is an excellent opportunity to take on a ready-made Hampshire client base, benefit from established introducer relationships, and enjoy a highly attractive remuneration package with significant employee benefits (basic salary up to £75k, plus allowances). The role is home-based, offers only occasional office travel, and comes with no requirement to bring clients with you.
If you are looking for a standout opportunity with genuine earning potential and flexibility, please contact our consultants on 0800 2335516.
Essex IFA
Join a well-established national IFA at an exciting time of growth. We have two excellent opportunities available following a retirement and a recent acquisition.
You’ll inherit existing client books from day one, giving you a strong platform to build on—without taking focus away from your commercial growth targets. You’ll also benefit from dedicated paraplanning support and a hybrid working arrangement.
We’re looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client book—supported by strong paraplanning resource.
This is an employed opportunity with a directly authorised IFA, offering a competitive basic salary (negotiable depending on experience) and the backing of a national business.
Tel 0800 2335516 or hello@resourcematters.co.uk
You’ll inherit existing client books from day one, giving you a strong platform to build on—without taking focus away from your commercial growth targets. You’ll also benefit from dedicated paraplanning support and a hybrid working arrangement.
We’re looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client book—supported by strong paraplanning resource.
This is an employed opportunity with a directly authorised IFA, offering a competitive basic salary (negotiable depending on experience) and the backing of a national business.
Tel 0800 2335516 or hello@resourcematters.co.uk
Home based -Financial Planner
Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status.
You’ll be supported by strong lead generation, dedicated paraplanning, and a wider team of specialist support functions—so you can focus on advice, client outcomes and rewards
With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package
To succeed, you’ll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside.
Contact 0800 2335516 or hello@resourcematters.co.uk
You’ll be supported by strong lead generation, dedicated paraplanning, and a wider team of specialist support functions—so you can focus on advice, client outcomes and rewards
With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package
To succeed, you’ll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside.
Contact 0800 2335516 or hello@resourcematters.co.uk