My client is a highly regarded, well established Debt Solutions organisation who are continuing to grow. As part of their growth plans they have opportunities for experienced Advisors to join their team. As an IVA Advisor you will be the 1st point of contact with the customer. You will evaluate the customers financial situation, identify any vulnerabilities and establish whether an IVA is an appropriate solution. You will engage with the customer making sure they fully understand their solution and the IVA process. You will provide ongoing support to the customer.Skills / experience required: The ability to speak confidently with prospective clients, building rapport and understanding the client's individual circumstances to enable you to make appropriate recommendations. Fact-finding to establish debt level, income and outgoings to demonstrate affordability. Assessing and understanding assets Providing an explanation of available solutions and demonstrating how you can assist in delivering the best outcome. Guiding individuals along the customer journey until the IVA is approved. Prepare key elements of the case for an IVA drafter. Previous IVA Advisor experience Strong verbal and written communication skills The ability to show empathy and build rapport. Emotional resilience- being able to deal with difficult situations A positive attitude and a good team player. Problem solving and influencing skills. Excellent attention to detail, organisational and planning skills. Self-motivated and ambitious. Experience of working towards deadlines on a fast-paced environment. This is a great opportunity to join a business who provide a positive and supportive working environment together with development, progression and attractive OTE.
Dec 18, 2022
Full time
My client is a highly regarded, well established Debt Solutions organisation who are continuing to grow. As part of their growth plans they have opportunities for experienced Advisors to join their team. As an IVA Advisor you will be the 1st point of contact with the customer. You will evaluate the customers financial situation, identify any vulnerabilities and establish whether an IVA is an appropriate solution. You will engage with the customer making sure they fully understand their solution and the IVA process. You will provide ongoing support to the customer.Skills / experience required: The ability to speak confidently with prospective clients, building rapport and understanding the client's individual circumstances to enable you to make appropriate recommendations. Fact-finding to establish debt level, income and outgoings to demonstrate affordability. Assessing and understanding assets Providing an explanation of available solutions and demonstrating how you can assist in delivering the best outcome. Guiding individuals along the customer journey until the IVA is approved. Prepare key elements of the case for an IVA drafter. Previous IVA Advisor experience Strong verbal and written communication skills The ability to show empathy and build rapport. Emotional resilience- being able to deal with difficult situations A positive attitude and a good team player. Problem solving and influencing skills. Excellent attention to detail, organisational and planning skills. Self-motivated and ambitious. Experience of working towards deadlines on a fast-paced environment. This is a great opportunity to join a business who provide a positive and supportive working environment together with development, progression and attractive OTE.
Home Based Employed Financial Planner - Clients Provided, client recruiting now! Our most popular role! £46,000 - £80,000 Basic + Car allowance + pension + Quarterly bonuses 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 Planner , 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 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, laptop, smart phone, 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
Dec 03, 2022
Full time
Home Based Employed Financial Planner - Clients Provided, client recruiting now! Our most popular role! £46,000 - £80,000 Basic + Car allowance + pension + Quarterly bonuses 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 Planner , 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 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, laptop, smart phone, 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
My client is a well established company who provide purpose made Low Voltage Switchgear and Control Gear Assemblies for the UK market. As the business has grown they have developed an enviable reputation for providing quality systems and products to organisations and projects both within the UK and internationally. Due to their ongoing success and plans for the future they have an exciting opportunity for a Sales Engineer to cover the North of England. The role will involve developing strong profitable relationships with existing and new customers. You will be supported by a talented team of Engineers and Estimators to provide advice and guidance together with a strong production team who will ensure that consistently high standards and deadlines are achieved. The role requires someone with an Electrical background, however it is not essential that this has been gained in the Switchgear sector although you will need some knowledge of power distribution. You may have developed your career within the wholesale, contracting or manufacturing sector. Strong communication skills, drive and motivation together with the ability to work effectively as part of a team or on your own initiative are essential. The company offer a competitive basic salary, bonus, company car and a range of benefits and rewards. This is a rare opportunity to join a market leader who offer a supportive working environment and true career development and progression.
Dec 07, 2021
Full time
My client is a well established company who provide purpose made Low Voltage Switchgear and Control Gear Assemblies for the UK market. As the business has grown they have developed an enviable reputation for providing quality systems and products to organisations and projects both within the UK and internationally. Due to their ongoing success and plans for the future they have an exciting opportunity for a Sales Engineer to cover the North of England. The role will involve developing strong profitable relationships with existing and new customers. You will be supported by a talented team of Engineers and Estimators to provide advice and guidance together with a strong production team who will ensure that consistently high standards and deadlines are achieved. The role requires someone with an Electrical background, however it is not essential that this has been gained in the Switchgear sector although you will need some knowledge of power distribution. You may have developed your career within the wholesale, contracting or manufacturing sector. Strong communication skills, drive and motivation together with the ability to work effectively as part of a team or on your own initiative are essential. The company offer a competitive basic salary, bonus, company car and a range of benefits and rewards. This is a rare opportunity to join a market leader who offer a supportive working environment and true career development and progression.
Our Edinburgh based financial services client has an exciting opportunity for a Sales Support Exec within the Intermediaries Operations function. The role will suit a candidate with financial services experience, diditally strong, resiliance and a great relationship mananger This desk/telephone-based role involves helping Financial Advisers strengthen and grow their business and make our client their provider of choice. You will work in partnership with the Intermediary Distribution sales teams to achieve their growth ambition and deliver their sales targets, whilst nurturing relationships, through knowledge and experience This role presents a great opportunity to build extensive knowledge of investment, savings and retirement products within the intermediary market and working alongside talented individuals and is a great place to work to support your career development. The successful applicant will have the flexibility of working between home and office Key Accountabilities To educate Financial Advisers how to save time by becoming self-sufficient with the digital and product journeys. Support Advisers with their product & proposition enquiries, helping them navigate systems to maximise the use of our online tools, with the aim of a seamless journey. To inform Advisers and their teams of our extensive range of tools, calculators, marketing, and technical support available. Facilitate service issue challenges through to resolutions when all else has failed, managing adviser expectations in line with timescales. Working in partnership with the Account Managers, you will proactively identify and follow up with advisers on lead generation opportunities, helping to maximise sales aligned to the panels business plans. Identifying and supporting potential new business opportunities by engaging with Advisers. Key Knowledge, Skills & Experience: Experience of working in a customer facing role is essential Experience of working within Financial Services is desirable, where you will have developed a commercial mindset. Relevant professional qualification (R01 or equivalent is ideal) or demonstrates a willingness to work towards this. Resilient, confident, and enthusiastic. Ability to work well under pressure, remaining calm to handle objections, demonstrating an ability to 'think outside the box'. Can work independently and as part of a team, with the ability to plan, prioritise and organise workload on an inter-daily basis, dynamically responding to the requirements of the role. Demonstrates accountability and ownership for delivery. Effective communication skills with an ability to interpret and articulate requirements, resolve issues, and manage complex/technical enquiries. The Rewards The salary is competitive, and the role holder will benefit from bonus based on company and individual performance. In addition to a range of employee benefits there is the important aspect of career development within a leading financial services provider
Dec 05, 2021
Full time
Our Edinburgh based financial services client has an exciting opportunity for a Sales Support Exec within the Intermediaries Operations function. The role will suit a candidate with financial services experience, diditally strong, resiliance and a great relationship mananger This desk/telephone-based role involves helping Financial Advisers strengthen and grow their business and make our client their provider of choice. You will work in partnership with the Intermediary Distribution sales teams to achieve their growth ambition and deliver their sales targets, whilst nurturing relationships, through knowledge and experience This role presents a great opportunity to build extensive knowledge of investment, savings and retirement products within the intermediary market and working alongside talented individuals and is a great place to work to support your career development. The successful applicant will have the flexibility of working between home and office Key Accountabilities To educate Financial Advisers how to save time by becoming self-sufficient with the digital and product journeys. Support Advisers with their product & proposition enquiries, helping them navigate systems to maximise the use of our online tools, with the aim of a seamless journey. To inform Advisers and their teams of our extensive range of tools, calculators, marketing, and technical support available. Facilitate service issue challenges through to resolutions when all else has failed, managing adviser expectations in line with timescales. Working in partnership with the Account Managers, you will proactively identify and follow up with advisers on lead generation opportunities, helping to maximise sales aligned to the panels business plans. Identifying and supporting potential new business opportunities by engaging with Advisers. Key Knowledge, Skills & Experience: Experience of working in a customer facing role is essential Experience of working within Financial Services is desirable, where you will have developed a commercial mindset. Relevant professional qualification (R01 or equivalent is ideal) or demonstrates a willingness to work towards this. Resilient, confident, and enthusiastic. Ability to work well under pressure, remaining calm to handle objections, demonstrating an ability to 'think outside the box'. Can work independently and as part of a team, with the ability to plan, prioritise and organise workload on an inter-daily basis, dynamically responding to the requirements of the role. Demonstrates accountability and ownership for delivery. Effective communication skills with an ability to interpret and articulate requirements, resolve issues, and manage complex/technical enquiries. The Rewards The salary is competitive, and the role holder will benefit from bonus based on company and individual performance. In addition to a range of employee benefits there is the important aspect of career development within a leading financial services provider
Regulated Sales Manager, £65k - £100k + Package - OTE £120k-£200k - Nationwide Opportunities Resource Matters have been retained by a large IFA & Wealth Manager looking to recruit regulated sales managers at 1st and 2nd line. These are nationwide opportunities due to significant growth. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint regulated 1st line and 2nd line managers across the UK to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team in a supervisory capacity, but with no fee-writing or T&C responsibility. Working closely with the Head of Growth & Development, you will lead a dynamic team of IFA's and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
Dec 01, 2021
Full time
Regulated Sales Manager, £65k - £100k + Package - OTE £120k-£200k - Nationwide Opportunities Resource Matters have been retained by a large IFA & Wealth Manager looking to recruit regulated sales managers at 1st and 2nd line. These are nationwide opportunities due to significant growth. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint regulated 1st line and 2nd line managers across the UK to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team in a supervisory capacity, but with no fee-writing or T&C responsibility. Working closely with the Head of Growth & Development, you will lead a dynamic team of IFA's and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
Regulated Sales Manager, £75k - £86k + Package - OTE £120k - Scotland & NI Resource Matters have been retained by a large and very well known financial services firm to recruit a regulated sales manager for Scotland & NI. This is a field based role. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint a regulated sales manager to work across Scotland & NI to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team including T&C responsibility. Working closely with the Head of Advice, you will lead a dynamic team of financial advisors and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
Nov 30, 2021
Full time
Regulated Sales Manager, £75k - £86k + Package - OTE £120k - Scotland & NI Resource Matters have been retained by a large and very well known financial services firm to recruit a regulated sales manager for Scotland & NI. This is a field based role. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint a regulated sales manager to work across Scotland & NI to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team including T&C responsibility. Working closely with the Head of Advice, you will lead a dynamic team of financial advisors and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
Regulated Sales Manager, £75k - £86k + Package - OTE £120k - Scotland & NI Resource Matters have been retained by a large and very well known financial services firm to recruit a regulated sales manager for Scotland & NI. This is a field based role. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint a regulated sales manager to work across Scotland & NI to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team including T&C responsibility. Working closely with the Head of Advice, you will lead a dynamic team of financial advisors and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
Nov 30, 2021
Full time
Regulated Sales Manager, £75k - £86k + Package - OTE £120k - Scotland & NI Resource Matters have been retained by a large and very well known financial services firm to recruit a regulated sales manager for Scotland & NI. This is a field based role. You are a natural leader and skilled in all aspects of managing a team of highly successful Financial Planners; from sales management to coaching and mentoring, through to supporting on strategy and business development. You thrive on unlocking hidden potential amongst your team by spotting opportunities for personal and professional development, and challenging new ideas and concepts. You lead from the front, with an intrinsic understanding of Financial Services, and want to put what you know into practice by contributing towards the future vision and strategy, propositional evolution and design. You're now looking for a structured business with a collaborative environment where your voice is heard and your opinions are considered. Does this sound like you? Our client is seeking to appoint a regulated sales manager to work across Scotland & NI to oversee a team of Private Client Advisers. You will hold budgetary responsibility, and be accountable for the day-to-day management of your team including T&C responsibility. Working closely with the Head of Advice, you will lead a dynamic team of financial advisors and support the national strategy for growth and development. You will be home-based but have the capacity to lead a client-facing team which are spread across your region; you will have significant experience of retail financial advice and leading teams of Financial Planners. Please send your CV in confidence quoting ref: RH865236 to Richard Harding
