Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub. The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI's. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training. In addition, it's desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator Salary is negotiable and will be based on experience and there's an uncapped bonus plus employee benefits
Oct 18, 2025
Full time
Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub. The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI's. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training. In addition, it's desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator Salary is negotiable and will be based on experience and there's an uncapped bonus plus employee benefits
The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate. You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports. To successfully deliver high level, complex reports. The Candidate Paraplanning experience within an IFA or broad restricted firm Holds level 4 diploma in financial planning A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs. Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation Knowledge and experience with research tools & cashflow modelling. The Rewards The salary will be dependent on experience and very completive. A range of employee benefits
Oct 18, 2025
Full time
The Role Our IFA client seeks a Paraplanner for their London office due to growth. This role entails an hybrid working arrangement (2 days a week at home). To ensure the advice you provide is considerate to the client and appropriate. You will be responsible for providing research and advice to the advisers including recommendation and Strategy reports. To successfully deliver high level, complex reports. The Candidate Paraplanning experience within an IFA or broad restricted firm Holds level 4 diploma in financial planning A proven record of conducting research and writing quality recommendation reports, whilst meeting compliance needs. Will have knowledge and experience within pre and post-retirement, Pension transfers & SIPP providers, Investments and taxation Knowledge and experience with research tools & cashflow modelling. The Rewards The salary will be dependent on experience and very completive. A range of employee benefits
Basic Up to £80k + Package + Car allowance + Quarterly Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 17, 2025
Full time
Basic Up to £80k + Package + Car allowance + Quarterly Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 17, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 17, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 17, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic to £55k + Package + Paraplanning + Full client portfolio with on-going advice fees, £90k OTE Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Financial Planner role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Financial Planner role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic to £55k + Package + Paraplanning + Full client portfolio with on-going advice fees, £90k OTE Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Financial Planner role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Financial Planner role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 17, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Oct 17, 2025
Full time
Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. They enjoy and great place to work environment and are widely regarded as being a quality employer. You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes. This can include client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc. The Candidate will need: - Administration experience of the Financial Planning process Experience of Intelligent Office Commutable distance to Taunton In return There's an attractive package on offer including a competitive salary plus employee benefits
Oct 17, 2025
Full time
Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. They enjoy and great place to work environment and are widely regarded as being a quality employer. You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes. This can include client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc. The Candidate will need: - Administration experience of the Financial Planning process Experience of Intelligent Office Commutable distance to Taunton In return There's an attractive package on offer including a competitive salary plus employee benefits
My client is a multi discipline engineering group. Due to their ongoing success and additional contracts they have secured the have an exciting opportunity for Commercial Gas Engineers to work within their Maintenance Division on a permanent basis travelling to sites Responsibilities Works will be predominantly maintenance driven with Planned Preventative Maintenance and Re-Active calls Gas and Plumbing Installation works, however the focus is on Re-active and Planned Maintenance. Testing & Inspection of Mechanical Services within the client buildings, general day to day repairs of Heating, Hot water, and Ventilation systems. Key Skills/ Requirements Experience in a similar role Good oral and written communication skills The ability to build lasting relationships with clients and colleagues. The ability to analyse problems to identify solutions. The ability to take on responsibility with enthusiasm and motivation. Computer literate The Candidate must be flexible and able to be on a on call rota Qualifications/ Experience Experience working on commercial sites. Domestic Gas: CCN1 Core Domestic safety CENWAT Boilers CKR1 Gas Cookers HYR1 Wall Heaters and Gas Fires Commercial Gas: CDGA1 Direct Fired Heating Appliances CIGA1 indirect Fired Gas Appliances CORT1 Gas Fired Radiant Tube and Plaque Heaters TPCP1 or 1A Testing and Purging LPG Would be advantageous. F Gas Would be advantageous This is a great opportunity to join a progressive organisation who offer development and long term career prospects
Oct 08, 2025
Full time
My client is a multi discipline engineering group. Due to their ongoing success and additional contracts they have secured the have an exciting opportunity for Commercial Gas Engineers to work within their Maintenance Division on a permanent basis travelling to sites Responsibilities Works will be predominantly maintenance driven with Planned Preventative Maintenance and Re-Active calls Gas and Plumbing Installation works, however the focus is on Re-active and Planned Maintenance. Testing & Inspection of Mechanical Services within the client buildings, general day to day repairs of Heating, Hot water, and Ventilation systems. Key Skills/ Requirements Experience in a similar role Good oral and written communication skills The ability to build lasting relationships with clients and colleagues. The ability to analyse problems to identify solutions. The ability to take on responsibility with enthusiasm and motivation. Computer literate The Candidate must be flexible and able to be on a on call rota Qualifications/ Experience Experience working on commercial sites. Domestic Gas: CCN1 Core Domestic safety CENWAT Boilers CKR1 Gas Cookers HYR1 Wall Heaters and Gas Fires Commercial Gas: CDGA1 Direct Fired Heating Appliances CIGA1 indirect Fired Gas Appliances CORT1 Gas Fired Radiant Tube and Plaque Heaters TPCP1 or 1A Testing and Purging LPG Would be advantageous. F Gas Would be advantageous This is a great opportunity to join a progressive organisation who offer development and long term career prospects
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Sep 22, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Sep 22, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543