Employed remuneration package + Paraplanning + client portfolio

Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning. This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role

Your Qualifications / Experience
Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
Competent Adviser Status achieved
Min of 2 years in an holistic financial planning role

Contact 0800 2335516 or hello@resourcematters.co.uk

This Financial Planner vacancy is home based with Bracknell being a central location for clients.

Affinity linked, our client offers an employed package with salary (negotiable), bonus scheme, car allowance and strong employee benefits. It’s the access to clients that’s fundamental and will driver for success.

Candidates will need to be level 4 diploma and ideally already in a financial planning role. However, candidates from client facing roles e.g. mortgage advisers will also be considered.

Contact hello@resourcematters.co.uk or 0800 233 5516

#financialplanning #financialadvice #financialconsultant #finacialadviser

Financial Services Trainer – Perm
Home Based with travel to Birmingham.
Salary 55k plus benefits

Our Financial Services provider client has embarked upon a growth programme that has resulted in the need for a further financial service trainer. The role is home based with travel to Birmingham office when appropriate

The scope of the role includes the development and deliver of training solutions including to financial advisers and regional manager, ensuring that change is effectively trained to managers and colleagues and successfully embedded.

The candidate will be level 4 and come from a financial advice background including training design and delivery.

Contact 08002335516 or hello@resorcematters.co.uk

#financialservicejobs #training

#financialadvice #financialconsultant

#financialservicecareers

Competitive Salary + car allowance + bonus

The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of knowledge, skills, and expertise to undertake their role competently in line with the T&C programme.

The candidate will need to be Level 4 diploma or above and have experience within an IFA T&C role
Contact: Tel: 0800 2335516. email hello@resourcematters.co.uk

Due to a retiring IFA, our national IFA client requires a new adviser to take over an existing client book. This is an employed contract role with a salary circa 60k plus employee benefits and with ongoing fee’s counting towards bonus attainment.

The role is home based and the candidate will need to come from an independent background, hold SPS and CAS

The notes above are just a snap shot and we welcome a conversation with potential candidates to discuss the detail. T: 0800 233 5516 or hello@resourcematters.co.uk

#ifa #financialadviser #independantfinancialadviser #kent #tunbridgewells

#wealthmanagement #financialconsultant

Our long-standing client whom we hold in high regard, requires an IFA Manager to work with the branch IFA team. T&C responsibilities will accompany other managerial duties and our clients seeks an experienced leader to drive the branch operation. The candidate needs to be within travelling distance of Truro.
For more detail contact hello@resourcematters.co.uk or 08002335516

IFA Vacancy – Our IFA client has an opportunity with branch introducers around Cambridgeshire, thus giving a supply of new clients in addition to an existing client portfolio.

The role requires an experienced adviser, seeking an employed remuneration package circa 60k, plus car scheme, employee benefits and bonus.

The ability to build strong relationships with then existing introducers is imperative together with the expected competencies of required for an IFA

Contact 0800 2335516 of hello@resourcematters.co.uk

#ifa #financialservices #financialadviser #financialadvice #cambridgshire

#financialconsultant #

Competitive Salary + car allowance + bonus
Homebased with travel around the Southwest

The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of knowledge, skills, and expertise to undertake their role competently in line with the T&C programme.

The candidate will need to have.
Level 4 diploma or above
Previous experience within a T&C role with a full Independent financial advice role
Have previously been a financial adviser.

Our client works within a niche market and has a home-based Financial Adviser role available in and around Bournemouth Dorset.

This role will be attractive to Adviser who are seeking an employed remuneration and access to clients whilst being surrounding by an excellent support structure. Also, offering the flexibility to find a work / life balance is tremendously important.

The adviser will build new client relationships whilst developing existing ones and be rewarded with a competitive salary, quarterly and yearly bonus, car allowance, pension, and other employee benefits.
If you are Level 4 dip or above and are seeking a new employer, then contact us.
Tel: 08002335516 hello@resourcematters.co.uk

#financialadviser #financialconsultant #ifa #independantfinancialadviser #financialservicejobs

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