Do you have Investment & Presenting experience?
This role sits within our clients Investment Management team in their Liverpool office
The key is not so much a mass of investment experience, rather some investment experience and as above, exceptional presentation and communication skills with some management experience.
A fundamental requirement of the role is outstanding presentation skills, with experience of delivering complex investment information in an engaging and simplified form, both online and face-to-face.
The role will include recording weekly market update videos for broadcast to all external clients, whilst also providing regular and engaging commentary for various online portfolios and educational videos. The successful candidate will therefore need to be both engaging and comfortable in delivering presentations to a range of stakeholders.
Salary is competitive and negotiable
#investments #imc #presenting #financialservices #liverpool

Our Cornwall IFA firm client have an adviser vacancy working from their Truro office and fantastic work life balance. The client bank/ ongoing fee’s will cover the salary validation and feedback on our client has been nothing but positive. This together with para planning support makes a very attractive proposition.

contact hello@resourcematters.co.uk 0800 2335516

#cornwall #financialplanning #ifa #independantfinancialadvice #financialservicesjobs

This firm offer an employed role with the added attraction that 100% of the ongoing client fee’s count towards salary validation. The role is home based with salary circa 60k and includes para planning support

We seek to speak with CAS/Level 4 / SPS held financial adviser who are ideally independent experience however a restricted advice model experience will be considered.

hello@resourcematters.co.uk or 08002335516

#ifa #financialadvice #wealthmanagement #leicester #financialservicesjobs

Branch based IFA…Our directly authorised IFA client has an opportunity for an IFA to work with introducers predominantly across Cambridgeshire and Suffolk. The role will be branch/ based and on an employed basis with a focus on new client attraction and relationship management of existing strong introducer arrangements. Also, there will be existing accumulation wealth clients to service. Contact 08002335516 or hello@resourcematters.co.uk #financialplanning #financialadvice #financialservices #level4diploma #financialservicejobs

This Investment Analyst role sits within our clients Investment Management team in their Liverpool office,

The successful candidate will make investment recommendations on global equities to the Fund Manager based on analysis which include fund and country/theme specific analysis. They will also be responsible for researching and analysing collectives and making written and verbal recommendations to the Fund Manager. Candidates need to hold the IMC and have relevant investment analytical experience

Remuneration and rewards on enquiry at 0800 2335516 or hello@resourcematters.co.uk

#imc #investments #investmentanalyst #investmentmanagement

A national and directly authorised independent advice firm who have experience significant growth require development managers. Areas are- Manchester / Leeds / Bath / London and the Midlands  

Candidates will need to be level 4 and will be fulfilling the requirements of the company’s Training & Competency scheme, to ensure the initial and ongoing competence of financial advisers, thus relevant experience is required.
#ifa#financialservicesjobs#traininganddevelopment

08002335516 or hello@resourcematters.co.uk

It’s great to have one excellent candidate offered and due to our client’s success, they require one more experienced SASS/ Sipp individual. 08002335516 or hello@resourcematters.co.uk #sipp #sass #pensions #leicester #financialservices #financialservicesjobs

Employed IFA opportunity due to a retiring adviser

Clients are predominantly in North Yorkshire; we hold this firm in high regard and consider this a genuine quality role with a quality organisation. In addition to an existing client bank the adviser will benefit from a supply of new clients thus creating new business revenue. Furthermore, the employee benefits package has some excellent benefits that stand out against the competition.

Candidates will need to be technically strong, experienced and do not need to bring existing clients

Contact hello@resourcematters.co.uk Tel: 08002335516
#independentfinancialadvice #ifajobs #northyorkshire #financialadvice #financialservicesrecruitment

Leicester based, our client requires a pension administrator with SSAS or SIPP experience of at least 2 years

Responsibilities include providing a quality administration service in respect of SSAS arrangements, technical and administrative support to the Financial Planning Team.

Negotiable salary plus a range of employee benefits

Contact hello@resourcematters.co.uk or 0800 2335516

#sass #sipp #pensions

Financial Presenter/ Coach required for our wealth management client who 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 providing candidates have good transport links. Candidates need to be very good presenters with gravitas and ideally RO4 and above #financialplanning #financialeducation #wealthmanagement #financialpresenting
contact: hello@resourcematters.co.uk  or 0800 233516