Jobs from Resource Matters Ltd

Basic Up to £70k Package Car Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 p

Basic Up to £85k Package Paraplanning Bonuses - Retiring Advisor Summer 2026 - £100m AUM Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, u

Basic Up to £100k Package Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 a

Basic Up to £70k Package Car Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 p

Basic Up to £85k Package Paraplanning Bonuses - Retiring Advisor Summer 2026 - £100m AUM Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, u

Basic Up to £80k Package Paraplanning 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 & UHNW clients. Their success has been recognised through prestigious awards a

Home based with goodtransportlinks so location is flexible Ourclient Ourclientisaspecialistprovideroffinancialeducationintheworkplacesupportedbyregulatedadviceforindividuals.Ithelpsemployeesunderstandhowtomaximisetheirworkplacesavingsandbenefitsinthecontextoftheiroverallfinancialposition,bydeliveringfinancialeducationandguidancewhichistailoredtotheirneeds. Thiscompleteserviceofferinghelpsemployers

The Role Working for a national independent advice firm, the role entails an hybrid working arrangement. You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants. The Candidate Level 4 Dip or working towards Experienc

Our prestige wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following:- Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency. Review and assess Adviser recomme

The Role This role entails an hybrid working arrangement You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants. The Candidate Level 4 Dip or working towards Experience in a Paraplanning role Great communication ski

Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request Carry out file reviews and maintain a log of checks undertaken: - Check all do

Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request Carry out file reviews and maintain a log of checks undertaken: - Check all do

Were looking for a motivated, client-focused Wealth Planner to join our clients mass affluent team. This role is ideal for a Level 4 Diploma (DipFA) minimum qualified Financial Adviser (or above) seeking a strong remuneration package and access to existing, high-value client relationships. This hybrid working arrangement requires the Planner to establish and nurture profitable partnerships with bo

Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request Carry out file reviews and maintain a log of checks undertaken: - Check all do

Our Liverpool based wealth management client has enjoyed sustained growth and continue to have a unique and successful business model. They now require a further compliance team member to support their advice function. Duties including the following but not restricted to the following and full job description on request Carry out file reviews and maintain a log of checks undertaken: - Check all do

Basic Up to £100k Package Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 a

Basic Up to £100k Package Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 a

Basic Up to £70k Package Car Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 p

Basic Up to £80k Package Paraplanning 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 & UHNW clients. Their success has been recognised through prestigious awards a

Basic Up to £70k Package Car Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 p

Basic Up to £80k Package Paraplanning 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 & UHNW clients. Their success has been recognised through prestigious awards a

Basic Up to £85k Package Paraplanning Bonuses - Retiring Advisor Summer 2026 - £100m AUM Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, u

Basic Up to £85k Package Paraplanning Bonuses - Retiring Advisor Summer 2026 - £100m AUM Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, u

Basic Up to £80k Package Paraplanning 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 & UHNW clients. Their success has been recognised through prestigious awards a

Basic Up to £85k Package Paraplanning Bonuses - Retiring Advisor Summer 2026 - £100m AUM Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, u