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Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

Business Development Manager

Scotland

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Business Development Manager

North West

To £65k ++

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes the East and West, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Financial Adviser On Boarding Manager

South West

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Trainee Paraplanner

London

To £k

Are you currently working within the Financial Services Industry as an experienced Administrator or Trainee Paraplanner with the desire to further your career? This is an exciting opportunity for a Trainee Paraplanner to join a highly ambitious and rapidly expanding organisation. The firm has a supportive culture, that offers excellent career development opportunities, and gives each individual the scope to grow. The role will consist of: Liaison with Advisers to determine the most appropriate recommendations for clients financial planning In-depth reports and analysis Working proficiently to a time-scale Ensure customers are treated fairly   If you are interested in becoming part of a friendly business environment, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893532

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Telephone Account Manager

Thames Valley

£26k - £30k ++

Our client is a household name financial services company with an excellent brand and global reputation. This is a fantastic opportunity for a Level 4 Diploma qualified (or working towards) sales individual to join a dynamic team, working closely with support from a Sales Support Executive to deliver against your sales plan and annual sales targets. Working as a Telephone Account Manager, you will build relationships with and generate business from IFAs. This will suit any Financial Services Sales professional from a Life Office, Bancassurance IFA or Account Manager background who has the personality and discipline to meet targets and quality controls representing one of the best-known brands in the world. If you are interested in the above role please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893527 or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst for a confidential discussion.

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Learning & Development Consultant

London

£k - £k ++

Our client has rapidly established itself as a leading Protection office with a highly innovative product range of ‘value added’ Life and Health Protection products. As part of its growth strategy it is seeking an experienced Wealth Trainer who is adept at writing and delivering training to new entrants and current team members This is an excellent opportunity to join a forward thinking and successful provider with a vibrant lively culture suited to team players with a can-do attitude. The successful candidate will ideally be Diploma qualified, but strong progression towards will also be considered. Good technical Investment knowledge is key in this role, as is presentation experience. If you are interested in hearing more please send your CV into cv@paulharpersearch.co.uk or call Gary Shimmin or Alison French on 0117 920 0060 for a no obligation discussion.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

Telephone Account Manager

South Central

To £30k ++

Our client is one of the best known investment and pensions companies in the UK with a global parent. It has a market leading investment platform and a full range of investment, pension and protection products. This is a fantastic opportunity for an individual with drive, determination and enthusiasm to join a dynamic team of office based sales consultants and take on a panel of IFA accounts, market products to these accounts and support company initiatives. Diploma QCF Level 4 qualified or working towards is desirable but not essential, although knowledge of Financial Services is key. This will suit an individual with experience of tele-sales/direct marketing and strong business development/relationship management skills. It represents an excellent opportunity for a driven individual who thrives on sales to further their career. If you would like to be considered for this role, please send your CV to cv@paulharpersearch.co.uk or call Alison French, Gary Shimmin or Toni Cooper on 0117 920 0060

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Wealth Adviser

West Midlands

To £70k ++

Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering. It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured. To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

WRAP and Platform Intermediary Sales Specialists - Nationwide

Nationwide

To £65k ++

As the major wrap providers fight for market position we have a number of opportunities within companies seeking sales managers and directors to take their proposition to the intermediary community. Many people view this sector as the future of our industry so if you have intermediary sales experience and the skills to sell wrap and/or platforms this is a great opportunity to maximise your income and increase your future value. These roles will suit an ambitious Account Manager who has worked in the Wealth market but may be feeling frustrated with the lack of opportunity or earnings they are currently receiving, and is therefore keen to join a major player with an innovative product range. To be considered for these roles you will need to be a Diploma qualified (or near) experienced Intermediary Account Manager with a good sales track record. If you are interested in this role and would like to apply, please submit your CV to cv@paulharpersearch.co.uk quoting Job Ref. GEN/3893 or call Gary Shimmin, Alison French or Paul Harper on 0117 920 0060 for further details.

Account Managers, Investment Specialists, Pension Specialists

Nationwide

To £65k ++

In challenging market conditions, the difference between top performers and others is even more marked.  Many Life & Pension Offices and Investment Houses are even keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure their services. As a result many of our clients remain keen to attract talented sales staff to fill various specialist and generalist account management roles.  Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location, you could be considered for any specialism or more general account manager roles.  Account panels vary from those already achieving six figure earnings to those needing considerable development. If you would like to know more, please call Alison French or Paul Harper on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk quoting reference GEN/3892 Broker Sales.

Paul Harper Search & Selection

Paul Harper Search has an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK.

From outstanding individuals at Director and senior manager level through to whole teams of specialist staff, Paul Harper Search has the experience and knowledge to identify and contact such people.

If you are looking to further your career or want to face exciting new challenges then please register with us.

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