Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Are you a Protection Advisor looking to develop your knowledge of specialist and complex insurance?
We are looking for a Protection Advisor who wants to spread their wings and grow, not just their income, but also their knowledge, relating to specialist areas ranging from handling complex health conditions to optimising cover across a portfolio, for a limited company.
Perhaps you're currently working in a non-advised capacity with experience, looking to take the next step and start fully advising?
Are you an aspiring insurance advisor, ready to learn the trade?
We're seeking a Trainee Protection Advisor who's passionate about providing exceptional advice and service.
We are an award-winning mortgage brokerage with a specialist protection department, and an excellent track record of training new advisors into leading industry professionals, from grassroots.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Group Risk & Healthcare Adviser to provide health and risk benefit expertise to corporate clients.
The successful Group Risk & Healthcare Adviser will need to clearly demonstrate a strategy for actively developing the health & risk business from clients by promoting existing lines of business, promoting / securing additional lines of business and by obtaining referrals for new corporate clients.
You will need to develop professional relationships with each client and understand their needs and objectives.
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Surrey working on a remote / work-from-home basis.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
One of the UK's leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Group Risk team.
Associated responsibilities include; preparation of statements of advice-from fact find to presentation, managing databases/files to ensure compliance with local standards, planning and delivering client marketing activities, and coaching Client Service staff on generation of leads.
Will have responsibility for their portfolio of large corporate client schemes, whilst being accountable for maximizing retention and growth of large corporate client base.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Guildford area also covering the Grayshott area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced office with excellent earning potential and leads will be provided by the Estate Agency team.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.