You’re a competent adviser status Financial Adviser who is consider a move and needs a firm with an efficient new client generation process. If that’s the case then our wealth management firm client offer a salaried position, unrivalled client generation plus back office support.

This will be a busy role with subsequent bonus to reward achievements

Interested? Contact 0800 2335516 or hello@resourcematters.co.uk

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton.

You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.

This can include, but is not limited to client reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from Providers, answering client queries etc.

The Candidate will need:-

Administration experience of the Financial Planning process Preferably 3 years’ experience (If less we can consider)
Experience of Intelligent Office
Commutable distance to Taunton

In return there’s an attractive package on offer including a competitive salary plus employee benefits

Our client is a directly authorised national IFA firm working in various markets including Corporate Financial Planning which is where our vacancy sits. Ideally Midlands based but other locations considered.

The candidate will need to have corporate planning experience with diploma and chartered being an advantage. Developing relationships, actively seeking new opportunities is paramount whilst providing excellent holistic financial planning

The salary is negotiable plus a host of employee benefits from quality employer

Tel 0800 2335516 or hello@resourcematters.co.uk

The Role
Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home).
To ensure the advice you provide is considerate to the client and appropriate.
You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports.
To successfully deliver high level, complex reports.

The Candidate
Paraplanning experience within an IFA or broad restricted firm
Holds level 4 diploma in financial planning
A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs.
Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation
Knowledge and experience with research tools & cashflow modelling.

The Rewards
The salary will be dependent on experience and very completive.
A range of employee benefits

Predominantly home based, this FC role gives access to a flow of new clients in the wealth market together with a back-office support

Candidates need to have minimum of 2 years’ experience within an FC role, plus competent with retirement and investment planning advice. In addition will be able to manage a busy diary with pre-screened client appointments.

The role is on an employed contract basis with a salary circa 55/60k plus a bonus and employee benefits scheme, all underpinned with access to new client’s source.

Contact 0800 2335516 or hello@resourcematters.co.uk

#ifa #financialadviserjobs #financialservices
#wealthmanagement #financialservicecareers

With a focus on providing financial planning to employees (GPP members), this role will be to delivery holistic financial planning. A client base will be provided for this negotiable salaried position depending on experience/background. In addition, Paraplanning and a back-office support function will be provided from our clients Cheshire office.

Candidates will need to have Financial Planning experience and Level 4 diploma

Contact hello@resourcematters.co.uk or 08002335516

Our financial services client is a product provider including With Profits funds which is where this BDM or RSM role as it called sits.

The role responsibilities include the deliver sales revenue through the sale of the With Profit Fund via IFA’s. The development of “Business to Business” IFA relationships is imperative to develop, maintain and grow existing and new adviser relationships in person and digitally with a view to developing scale and growth in the operation. In addition to develop and maintain key platform relationships with partner platforms.

We’re looking for an accomplished Intermediary BDM with a proven track record of penetrating and maintaining business relationships in the IFA Market. Good understanding of the financial advice process, ideally level 4 qualified plus understanding and experience of the UK with profit sector and the investment platform market.

In addition to the basic salary (circa 75k), there’s a bonus scheme, car allowance (6k) plus a strong list of employee benefits

Our IFA directly authorised client has released a home-based IFA role focusing on remote servicing of existing clients. New business is heavily rewarded with zero salary validation and the adviser is supported by efficient diary management and paraplanning.

Candidates need be competent adviser status, level 4 dip and well organised to deal with a busy diary.

Contact 0800 2335516 or hello@resourcematters.co.uk

Our directly authorised client is an accountancy and wealth management firm who seek a further diploma Level 4 or Chartered IFA.

There will be an existing bank plus a significant number of new clients will come from the accountancy practice, so the focus for the successful individual will be on financial planning,

Salary will be dependent on experience and qualifications whilst also being competitive.

Working for our legal firm client, this IFA role will benefit from introductions from the legal team.
Lincolnshire based, they seek an experienced Financial Advisor who is technically strong together with great business development and relationship management skills.
This is an employed remuneration package that is negotiable depending on experience
For a confidential chat contact hello@resourcematters.co.uk or 08002335516