Retirement and an internal movement have created an opportunity for CAS attained IFA on an employed contract and with existing clients in situ.
We are shortlisting now for our client
Contact hello@resourcematters.co.uk or 08002335516

Locations is quite flexible for our financial services client who seeks a presenter to deliver financial education programmes to employees of corporate clients. Delivery of educational seminars, webinars, and webcasts on a range of financial subject and be supported by regulated financial planners.

Candidates must have presentation experience in a training, sales or a “think on your feet” environment is essential. Also be knowledgeable across the spectrum of retail financial services and ideally have RO4 or be studying toward it.

More details including remuneration on enquiry

You’re a Financial Adviser wanting to venture out on your own but need support. Our IFA client has high retention rates, first class back up and Advisers can be CR or an AR if preferred. A great opportunity to build a client bank, ongoing fees, and an asset value.

A national wealth management firm has UK vacancies, home based, 60k salary and 100k plus OTE. Importantly it is the access to new clients with the propensity to do business that stands out. Level 4 diploma is a minimum requirement plus drive and tenacity.

Our client with a prestigious brand seeks a telephone based account manager to work the IFA intermediary market. Candidates will need to be technically strong in investment & pensions and hold hold level 4 diploma. The role can be hybrid i.e.. office & home.

New FC Vacancy in South Manchester. As an experienced financial consultant with a QCF Level 4 qualification, you’ll have the ability to build lasting client relationships while maintaining a clear focus on business growth. Package 80k plus.

Yes we post roles on our site and yes people are apply who are interested. However, we prefer to listen to your career objectives, thoughts, aspirations, concerns and experience. Then we can direct you using our resource to the right role. Its all in the listening and we can demonstrate our resource matters.

An opportunities exist in East Anglia for a skilled IFA and a great example where retiring advisers create opportunities for the upwardly mobile career driven personalities in the IFA space. Level 4 or 6 Qualified? HNW Clients, Average 1 million FUM, Very completive structure with ongoing fee’s counting towards validation.

Branches are in the Nottingham and Leicestershire areas and our client seeks two financial planner. Access to clients from introducers, employed package with bonus for level 4 qualified advisers.

Your an experienced para planner looking to move firms. At RM we have various clients looking to recruit in the following areas. Not an exhaustive list so get in touch if your area isn’t shown. Locations include :- Hull, West Mailing, Manchester, London,. Sheffield, Harrogate, Newcastle, Birmingham, Worcestershire, Leeds and Liverpool.