Resource Matters Ltd jobs

Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include - Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. - Work closely with Financial Planners and the wider teams to obtain all relevant information. - To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. - To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors - To work closely with other members of the Paraplanning Team - To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team - To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. - To produce one off comparisons and reports for bespoke client cases where necessary The Candidate Essentials - part or full Level 4 CII Diploma in Financial Planning (or experience). - Educated to A level standard (or equivalent) as a minimum. - A minimum of 1 years' experience in a financial services Para Planning role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction

Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include - Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well coordinated. - Create a new prospect or advice case record in the CRM upon notification from the Financial Planner. - Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. - Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases. - Act as a key point of contact for clients throughout the initial advice process, ensuring clear, timely and personable communication. - Full job description available The Candidate Essentials - Level 4 CII Diploma in Financial Planning (or equivalent experience). - Educated to A level standard (or equivalent) as a minimum. - A minimum of 2 years' experience in a financial services administration role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765

Basic Up to £65k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development. To apply for the F inancial 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: 98766

Basic Up to £65k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development. To apply for the F inancial 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: 98766

Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765

Basic Up to £65k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development. To apply for the F inancial 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: 98766

Basic Up to £65k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development. To apply for the F inancial 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: 98766