Our client

A specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. As specialists in this field, our client continues to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing quality companies by The London Stock Exchange.

The Role

They seek a presenter to deliver financial education programmes to employees of corporate clients. To engage with employees during the delivery of seminars, webinars and all educational interventions to introduce other services.
Delivery of educational seminars, webinars and webcasts on a range of financial subject
To provide technical support to other team members on the development of new module
To keep up to date on changing legislation i.e. pensions/tax
Produce ideas for employee education e.g. changes to pension and share scheme
Assist in the design of new education modules as required by clients
Candidate Criteria

Evidential presentation experience within financial services and ideally financial education in the workplace
Must be knowledgeable across the spectrum of retail financial services eg Investments & pensions
Ideally have RO4 or be studying toward it
Able to project presence, whilst engaging with clients enthusiastically
Comfortable with travel, and overnight stays
Extremely personable, with a genuine interest in financial services
The Rewards

A competitive basic salary plus employee benefits and being part of a progressive supportive organisation

Our directly authorised IFA client is growing via acquisition and in particular the retiring IFA market. With market leading processes, early payment terms and multiples of fee income, this proposition should be a serious contender for any advisor who seeks to capitalise on the value of their business.

#ifa #retirement #acquisition #businesssale #wealthmanagement #financialadvice

Contact 08002335515 or acquisitions@resourcematters.co.uk

SASS or Sipp exec required for our Leicester based client who have won “best employer” award. SASS or Sipp experience is required and more details via 08002335516 or hello@resourcematters.co.uk #sipp #sass #pensions #leicester #financialservices #financialservicesjobs

Our financial services client requires a Level 4 qualified manager to lead and a team of 10 Advisers whilst influencing wider stakeholders. The role holder will drive the team via coaching and development plans, whilst meeting the individual needs of each Adviser.

What the candidate will bring

QCF Level 4 Diploma in financial planning
Proven ability to lead and inspire Financial Planning teams, and to pro-actively drive referrals though developing and maintaining strong stakeholder relationships.

The rewards including salary and benefits are competitive and can be discussed individually.

Tel: 0800 23355156 or hello@resourcematters.co.uk
#financialplanning #coaching #development #london #financialservices

Servicing clients is of the utmost importance to our client who have a significant number to maintain. To this end, they seek a hybrid working individual to maintain regulatory and customer expectations via the telephone.

The office is Birmingham based and the Level 4 diploma candidate will have previous financial planning experience.

More details on enquiry on 08002335516 or hello@resourcematters.co.uk

#financialplanning #ifa

A long-standing IFA firm based in Somerset seeks further IFA’s due to its desire to grow and phase succession planning.

In this employed IFA role, the adviser will benefit from existing clients and new client support, whilst not detracting from their own ability network and self-generate new business. The package has a competitive salary validation which includes ongoing fee income and 40% bonus.

Level 4 dip and cas attained candidates are required.

An employed IFA role in the East Mids based clients is available. With access to clients, this role has an excellent remuneration package based on achievable bonus due to no salary validation. Home / branch based – this role is for Advisers who have attained competent adviser status.
Contact 0800 2335516 or hello@resorcematters.co.uk

Salary + Great package + Access to Quality Clients
Flexible on location within Cornwall

Attracting and rewarding top performers, our client has an opportunity for a talented Financial Advisers to provide advice to their loyal existing customers. The opportunity includes excellent lead support together with an excellent remuneration package, plus much more.
Contact hello@resourcematters.co.uk or 08002335516
#financialplanning #financialadvice #financialservicesjobs #cornwall #Level4 #financialconsultant #financialservicesrecruitment

Flexible on location, the New Business Sales Executive will be responsible for delivering new profitable corporate clients to our wealth management client’s business.

The successful candidate will have: 

2+ years’ experience in a sales or consultancy lead environment

A reasonable conversational level of knowledge application in UK pension (DB & DC), UK share schemes, and flex benefit offerings to have engaging conversations (essential).

There’s a lot more to the role and to discuss of course and a discussion can be held on contact. Tel: 0800 2335516 or hello@resourcematters.co.uk

#financialeducation #wealthmanagement #corporatesales #independentfinancialadvice

Our client provides access to clients, para planning support and a remuneration structure encompassing new and ongoing services fee’s. It’s a hybrid office/ home based role for CAS/ SPS attained advisers.

Contact hello@resourcematters.co.uk or 08002335516.

Or your Resource Matters consultant if known

#ifa #financialadvice #financialservicesjobs #cardiff #independentfinancialadvice #financialconsultant #financialadvisers