Our client is building on their position in the wealth market by growing an advice charnel in the mass affluent sector.

Hybrid and London based, being a Wealth Planner, you will provide holistic financial planning to clients and be supported by key stakeholders. The client proposition has been built to best serve the clients whilst the employer proposition is significant in terms of basic salary and remuneration.

Candidates need to be experience financial planners and fantastic relationship builders. Level 4 is dip qualified is fine but charterer or working towards would be an advantage.

Join our client’s journey by enquiring at hello@resourcematters.co.uk or 0800 233 5516

It’s been a busy day for new vacancies at Resource Matters.

A Wiltshire directly authorised wealth firm require a further IFA. Salary range to 60k basic plus bonus structure, Pension Scheme, 25 days holiday plus BH, further exam support and flexible workings.

The firm have significant number of clients to be serviced thus no transferable client required by the new adviser.

Candidates need to be experienced advisers with Level 4, CAS. Etc

Contact 0800 2335516 or hello@resourcematters.co.uk for details and suitability.

Our IFA / Wealth Management client has an opportunity due to two retiring advisers in Kent and Surrey
The two areas will provide clients of an affluent nature and the candidate will need to be experienced, technically strong together with possessing a track record of success within a financial planning role.
The salaries are up to 75k with a superb bonus potential will all the ongoing fee’s counting towards salary validation and bonus.
Contact; hello@resourcematters.co.uk
Or 08002335516

An opportunity for an IFA in West Somerset is available

This directly authorised firm require an adviser to service a client bank and to take a “hands on” approach with the business. The office has a support team of admin and paraplanners and our client can offer an employed remuneration package with a negotiable salary based on experience and expectations.

Our candidate will need to be Level 4 dip, hold SPS and CAS.

Contact 0800 2335516 or admin@resourcematters.co.uk

This Hertfordshire IFA vacancy is with a directly authorised IFA firm on a salaries/employed package. All clients are supplied with admin support and within this servicing role the financial adviser will be credited with all the ongoing fee towards salary validation.
Candidates will be level 4 dip with level 6 an advantage. In addition, holistic financial planning experience within a financial planning role and a track record of achieving KPI across compliance and business standards.
Contact hello@resourcematters.co.uk or 08002335516

Mainly via acquisition, our IFA firm client requires new Financial Advisers across various locations to service their clients. Locations include- York, Newcastle, and Southampton with more locations to be added.

These home based salaried roles, come with and a bonus scheme that will reward those who can grow the client bank further. A centralised support structure enhances efficiencies and the clients experience.

Candidates will need to be level 4 dip min and hold competent advice status. Whole of market experience is a desirable, however restricted advice experience is more than acceptable.

Our client is a national financial services provider and has a proud heritage. Building on their position as a trusted specialist, this vital role is responsible for evolving their retirement proposition to ensure they stay ahead of the market in servicing customer needs at this vital stage in their financial/career lifecycle.

There’s a lot more to the role which is home based with visits to the Birmingham office.

We are looking for candidates with proposition delivery experience within financial services and strong technical capabilities within the retirement market. Matrix management capability, stakeholder manager and project management are also key areas of expertise.

The salary is competitive plus a strong employee benefit package.

Contact 08002335516 or hello@resourcematters.co.uk

#retirement #propositionmanager #projectmanagement #financialservices #propositiondelivery

Given that access to new clients in the wealth market is paramount to an advisers success, then this wealth managements firms proposition will be attractive.

Resource Matters are pleased to be part of our client’s growth and wish to speak with Level 4 dip, and CAS attained advisers who open to a career move. You’ll need to be driven, have an activist mentality and compliantly strong.

A competitive salary and bonus scheme can be discussed on enquiry together with more details about the role.

Contact 08002335516 or hello@resourcematters.co.uk
#wealthmanagment #ifa #financialconsultant #financialadviser #financialadvice #financialservicescareers #dfm #financialplanner

Our client provides independent, financial planning solutions to corporate and private clients. They require a Paraplanner to work from their Newcastle city centre office with hybrid available after probation.

The candidate knowledge and skills includes having paraplanning experience within an IFA firm

A competitive salary, hybrid working, bonus and other employee benefits are on offer

Our directly authorised IFA clients required a West/North Yorkshire based adviser to service an existing client book. This role Includes a hybrid working pattern on an employed remuneration basis, with OTE is circa 75/80K. The salary is negotiable and there’s a range of employee benefits.

Candidates need to be at least Level 4 dip in financial planning and competent adviser status.

Contact admin@resourcematters.co.uk or 08002335516

#ifa #financialservicesjobs #financialadvice #financialservicesrecruitment #financialconsultant #financialadvisor