Basic salary to £60,000 + bonus + benefits
We’re looking for an experienced Marketing Content Manager to own and elevate the written and narrative output across our clients investment products, propositions and marketing channels.
This role sits at the heart of the marketing function, working closely with investment teams, sales, proposition and compliance to translate complex investment thinking into clear, compelling and compliant content for financial advisers.
What you’ll do
Who we’re looking for
In return a competitive basic and package, plus a role where you’ll have real ownership, working directly with investment experts. You will help play a key role in shaping how our clients propositions are understood in the adviser market — not just writing content, but helping define the story.
For more information, please send your CV to
mike@wealthresourcing.com or contact Mike Ryland-Epton on 07921 566 779
To £30,000 Basic + bonus (£45,000 OTE)
A truly stunning opportunity to join one of the most respected Equity Release, Later Life Lending firms operating today, as an Equity Release Adviser.
With a consumer trust score which puts them head and shoulders above their peers, my client is looking to strengthen their team due to an increase in business nationally. Holding a 5 Star Feefo rating, they have been offering exceptional advice for nearly 20 years.
The Equity Release Adviser position would suit someone either looking to transition from a broader Mortgage advice position, or perhaps someone with their Equity Release qualifications, looking for the next step. You will be providing tailored Equity Release advice to clients aged 55 and above, via phone or video. You will also promote the clients’ services as a leading advisory firm.
You will have access to market leading Equity Release products, with prequalified appointments booked by their own customer contact centre. Your case administration will be handled by your own Personal Assistant, and you’ll have the full support of the inhouse teams.
You will be CEMAP or CeRER qualified (or equivalent), holding CAS status for at least 6 months. Strong written and verbal communications are a must and an ability to operate with empathy while understanding each client’s situation. CeFA, FPC or Level 4 in Financial Planning would be desirable but not essential.
In return, a package which includes a bonus where the quality of your advice is rewarded. This is a chance to develop your career in an organisation which really does offer a Best in Service approach.
For more information, please send your CV to mike@wealthresourcing.com or contact Mike Ryland-Epton on 07921 566 779
To £50,000 Basic, depending on experience + Bonus (OTE to £70k) + Excellent Benefits Package
Our client is a top UK Wealth Management company with a broad proposition suite including Platform, Multi Asset solutions and Pensions.
As part of its expansion programme, we are seeking a dynamic, motivated Intermediary sales professional who can bring flair and tenacity to develop a panel of Advisory Accounts within a highly successful and established Regional team.
You will be office-based on the south coast with the opportunity to visit clients on occasion. Diploma qualification is essential, and knowledge of Platform is preferred but those with wider Wealth exposure and lacking Platform experience would be considered.
You will require a flexible attitude and a structured, highly collaborative approach to sales as well as a track record in Intermediary Wealth sales. The role represents a fantastic opportunity to progress your career within a highly successful business.
If you'd like to find out more, please contact Mike Ryland-Epton by sending you CV to mike@wealthresourcing.com or call him on 07921 566779
Basic Salary to £45,000 + Bonus + Benefits
A wonderful opportunity to join a growing wealth client, for an experienced Paraplanner looking to advance their career.
A great opportunity, you will provide technical support to ensure clients receive clear, compliant, and high-quality financial advice. This role sits within the heart of the advisory process and hence this is an excellent opportunity to forge a key role within the firm.
You will be providing technical and administrative support the Partners and Financial Planners, producing suitability reports for HNW clients on a daily basis. Alongside this, you’ll be conducting research and analysis of investment funds, pensions and other financial products.
Previous paraplanner experience is a must, along with Level 4 Diploma in Financial Planning. You will have First Class customer service skills and the ability to build and develop key relationships both with clients and stakeholders alike.
In return, a competitive salary and discretionary bonus, plus the chance to help in the growth and development of the business as a whole.
If you'd like to find out more, please contact Mike Ryland-Epton by sending you CV to mike@wealthresourcing.com or call him on 07921 566779
Basic salary to £28,000 + bonus + benefits
We have an excellent opportunity to join a well-respected Financial Services client, for an enthusiastic Business Development Consultant.
Perhaps you are looking to progress further in a Business Development role, or perhaps you are currently a Telephone-Based Account Manager looking for a more challenging position. You will be remote based, working on the phone, identifying and developing business relationships with IFAs and brokers in the insurance space.
Working closely with the sales team, you’ll be promoting the client’s range of services and products to both existing clients, and new. You’ll be the brand ambassador to the clients, so excellent telephone manners are a must.
Previous experience of a similar role is ideal, working as a telephone account manager, or phone sales consultant for example. Previous experience within Income Protection, Insurance or similar an advantage but not essential.
Competitive package, including excellent commission structure benefits, plus a real opportunity to progress within the business.
If you're interested in finding out more, please send your CV to Mike Ryland-Epton mike@wealthresourcing.com or call 07921 566779
Basic £45,000-£55,000 + Bonus
Client bank provided
Our client is an acquisitive Financial Planning firm with a National footprint.
Following a period of growth through acquisition it is seeking an ambitious Financial planner ready to contribute to the success of an established team of Financial planners based in the Tees Valley.
This will be an ideal opportunity for a newly qualified or early career adviser who will welcome the opportunity to take over an existing client bank (c £150k ongoing fees) from a retiring adviser, acquired as part of a business acquisition.
You will be fully qualified (Dip PFS, CISI, LIBF or equivalent) with current or recent CAS status, seeking an opportunity to build your career and ambition to join a first-class firm. All paraplanning and administration is provided.
Advisers will be considered from IFA, Bancassurance or restricted advice backgrounds.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a well-respected wealth client, with a global network, looking for a Wealth Planner to join them in building long term client relationships.
As a Wealth Planner you will be working directly with clients, providing a wide range of financial planning solutions, and conducting annual reviews. It will also include growing your client bank via referrals and giving solid advice recommendations and cash flow modelling reports.
You will be qualified to a minimum of Level 4 in Regulated Financial Planning, keen to develop and progress your career further. Experience of managing private client relationships and giving financial advice is a must, with a wide range of knowledge across a raft of products and asset classes.
You will have the ability to work with clients across all wealth bands and provide the best financial advice and support to clients with little or no financial knowledge.
This would suit a candidate with a year or two of experience, for example, looking to build a long-term career in the sector.
An excellent basic and benefits package on offer.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a well-respected boutique wealth firm in the heart of Mayfair. They are looking for a Financial Administrator to join the team, someone keen to develop their career with them long term.
You will be supporting the business handling admin-related queries and providing a friendly and professional point of contact for clients and product providers (by phone, email and in person). Working closely with the firm’s partners and planners you will help prepare for meetings, maintain client files in line with compliance requirements and other ad hoc administrative duties.
Previous financial services experience in a similar position is desirable but not essential. This position would suit someone perhaps embarking on a career in the wealth management sector, with a passion for the industry and willing to work hard. Excellent communication skills both written and verbal are a must, with a disciplined and organised approach to your work.
This is a wonderful opportunity for someone with a positive mindset and approach.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779