Financial Services Recruitment Specialists

IFA Vacancies Buckinghamshire & South Wales

You’re a level 4 and CAS Financial Adviser who will be provided with a client bank and additionally, will have leads provided, giving you the support, you need to reach your potential. This together with a support function and remote working capability should give a strong platform for success
You’ll be providing holistic, independent financial advice solutions that meet customer’s protection, investment, and retirement planning needs. You’ll be working with an established client base as well as working with new leads provided by our clients lead generation sources.
The successful candidate will benefit from:
• Generous basic salary depending on experience
• Car allowance and other employee benefits
• Performance based bonus uncapped, circa £90,000 p.a. realistic OTE
Candidates need to be CAS, Level 4 and operating in a similar advice role

Financial Advice -Technical Support Role

Technical support roles available in Birmingham for our esteemed financial servicers provider. This role is responsible primarily for leading the teams within our clients business who provide technical support to the field based Financial Advisers and Central Mortgage Team Mortgage Advisers. Candidates need strong technical capability across all areas of financial planning, Diploma qualified (level 4).

Pensions Specialist -Bristol or Liverpool

Based in Bristol or Liverpool our client is looking for a Pension Transfer Specialist (PTS). The ideal candidate would be an experienced in Pensions Transfers and have strong pension and investment knowledge.  In addition will be experienced in reviewing and advising on the suitability of pension transfers including DB transfers and provide technical pension support to the Financial Advisers. The role of the PTS is to provide personal recommendations to retail investment clients in respect of pension schemes with safeguarded benefits.

Essential qualifications CII Diploma in Regulated Financial Planning or equivalent Certificate in Pension Transfer Advice or equivalent Advanced pension related qualifications eg o G60 Pensions o AF3 Pension planning o AF7 Pension transfers

The remuneration package is strong in terms of basic plus other employee benefits. #pensions#DBpensions#financialplanning#investment#pensiontransfers

admin@resourcematters.co.uk or 08002335516

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Nationwide /Home Based Financial Consultant roles

Our client enables their financial advisers to have a good balance of client servicing and new client generation, so neither is top heavy nor causing issues. It’s due to ongoing client attraction that they are now seeking an experience Financial Adviser to join their successful team.
With existing clients in situ, established new client processes plus back-office support will enable the adviser to be client centric and deliver the on the important aspects of the job.
The salary range is variable depending on candidate experience and will benefit from a bonus scheme and an employee benefits package.
Candidates will need to be a current and qualified financial advice and have a clean compliance record.
If you’re a financial or independent financial adviser seeking the next step in your career, then we will be happy to discuss further and ascertain if this role is a good fit
hello@resourcematters.com or 0800 2335516
#financialplanning#financialservices#independentfinancialadvice

In house recruiter and resource business partner. Birmingham / home based

In house Recruitment Adviser and Recruitment Business Partner roles available with our Financial Services client in Birmingham. The role includes an hybrid home/office approach and whilst Financial Services recruitment experience is desirable, internal recruitment experience managing the end to end process is mandatory.
More details on enquiry to hello@resourcematters.co.uk or 08002335516
#recruitment#internalrecruitment#recruitmentbusinesspartner

Financial Presenter

Further growth means our wealth management client requires a Financial Presenter to provide financial education in the workplace. They help employees understand how to maximise their wealth and gives access to our clients Financial Consultants. The role is home based thus location is broadly flexible. Candidates need to be very good presenters with gravitas and ideally RO4 and above

Business Development Manager

This role is remote and has no specific location

Our Client is a leading financial services provider and distributor in the financial wellbeing market/ financial education in the workplace. As specialists in our field, we continue to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing companies by the London Stock Exchange.

The role is open to applicants due to growth. Reporting to the Head of New Business, the BDM will be responsible for the development and management of our clients new business area which is responsible for delivering new profitable corporate clients to the business and in turn provide financial planning guidance to their employee’s.

The Candidate will need experience of working within the financial services industry and in a consultancy lead environment managing new business activity. In addition, knowledge of pension (DB & DC) UK share schemes (essential) plus desirable qualifications include Pension income options (JO5) or Pensions and retirement planning (RO4).

Remunerations is strong with a negotiable basic salary plus an employee benefits package is on offer

enquire to 0800 233 5516 or hello@resourcematters.co.uk

Advice Quality Manager -Leeds

Based in Leeds our award-winning client provides a personal, independent, and bespoke wealth management service to high-net-worth clients. Due to an expanding business, they seek an individual to supervise the advice quality of the new business . Candidate need to be qualified to a minimum of CII Level 4, have FS experience and a good understanding of the associated regulatory, governance and quality frameworks. Plus experience of advice quality checking. Benefits include a competitive salary plus a long list of employee benefits. 08002335516 or hello@resourcematters.co.uk
#advicequality #compliance #independentfinancialadvisor

Buoyant Financial Adviser Job market

The Financial Adviser job market continues to be buoyant and firms are competing for good quality talent. At Resource Matters we recruit for good quality advice firms who are attractive to advisers due to access to clients, remuneration and support structures. Financial Advisers – do you want a telephone call, teams or face to face meeting to consultatively discuss your next career move? Tel: 08002335516 email hello@resourcematters.co.uk #independentfinancialadvice #financialadviser #financialconsultant #financialplanningmanager

Senior Risk Manager

London or Sevenoaks based, this Senior Risk role is a very specific role on offer wit our client who works in the property insurance indemnity market. The role holder will be responsible for the risk management frameworks, policies and procedures and owning Solvency II risk requirements. The candidate needs proven risk management experience gained from the insurance industry. A good working knowledge of Solvency II and its subsequent management is essential as is a commercial approach to risk and regulation . enquire at heelo@resourcematters.co.uk or 08002335516
#seniorrisk #indeminityinsurance #insurancecareers #london #sevenoaks #solvencyii