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Paraplanner

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: ...

Job Type: Permanent
Location: Middlesbrough
Salary: £30k - £40k
Salary (OTE): To £k
Job Ref: TS/893541
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Business Development Manager

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, e...

Job Type: Permanent
Location: Scotland and Northern Ireland
Salary: To £65k ++
Salary (OTE): To £95k
Job Ref: TX/ 893551
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COMING SOON - Director Designate for Chartered IFA Practice

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

Job Type: Permanent
Location: South Coast
Salary: To £k
Salary (OTE): To £k
Job Ref: TX/ 893525
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Business Development Manager

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 inter...

Job Type: Permanent
Location: East and West Midlands
Salary: To £65k ++
Salary (OTE): To £95k
Job Ref: TX/ 893549
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Financial Adviser On Boarding Manager

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. &nb...

Job Type: Permanent
Location: Bristol/Wales
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TX/893545
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COMING SOON - Financial Adviser On Boarding Manager

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.&nbs...

Job Type: Permanent
Location: North London (Elstree)
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TX/893548
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Financial Adviser - ALL CLIENTS PROVIDED

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...

Job Type: Permanent
Location: Carlisle
Salary: £k - £k ++
Salary (OTE): £k - £
Job Ref: TS/ 893537
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Paraplanner

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 t...

Job Type: Permanent
Location: London
Salary: To £35k ++
Salary (OTE): To £k
Job Ref: TS/893533
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Trainee Paraplanner

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 recommend...

Job Type: Permanent
Location: London
Salary: To £k
Salary (OTE): To £k
Job Ref: TS/893532
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Certified Financial Planner

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/devel...

Job Type: Permanent
Location: Cardiff & Bristol
Salary: To £k ++
Salary (OTE): To £k
Job Ref: TS/893530
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Chartered Financial Planner

Our client is a prestigious Chartered Financial Planning firm, seeking a highly ambitious, Chartered Financial Planner to join their successful team to manage and grow an established portfolio of High Net Worth clients. This is an excellent opportunity for a Chartered Financial Planner to join a fast-growing business, with the opportunity to acquire equity in the business. The successful candidate will be Chartered (or close to achieving this status), self-driven and motivated with the ability to offer bespo...

Job Type: Permanent
Location: Gloucester
Salary: To £k ++
Salary (OTE): To £k
Job Ref: TS/893528
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Telephone Account Manager

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 professi...

Job Type: Permanent
Location: Reading
Salary: £26k - £30k ++
Salary (OTE): £65k - £65
Job Ref: TS/893527
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Business Development Manager - DFM

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 sou...

Job Type: Permanent
Location: Midlands & North of England
Salary: £k - £k ++
Salary (OTE): £k - £
Job Ref: TX 893520
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Learning & Development Consultant

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 succes...

Job Type: Permanent
Location: London region - with some UK travel
Salary: £k - £k ++
Salary (OTE): To £k
Job Ref: TX 4070
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Protection Field Account Manager

GEN/4016 EXCLUSIVE! ***New Launch*** Protection Field Account Manager (home based - to cover North London and the Northern Home Counties. This is an exciting opportunity to join a new Product Provider, with an enviable financial backing for the high profile new product launch of the year! Competitive Basic salary and Benefits + Bonus + Company Car. For further information please send your CV to cv@paulharpersearch.co.uk, marked for the attention of either Gary Shimmin or Alison French. Alter...

Job Type: Permanent
Location: North London & Northern Home Counties
Salary: £k - £k ++
Salary (OTE): £k - £
Job Ref: TX 4016
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Protection Field Account Manager

GEN/4016 EXCLUSIVE! ***New Launch*** Protection Field Account Manager (home based - to cover Central London) This is an exciting opportunity to join a new Product Provider, with an enviable financial backing for the high profile new product launch of the year! Competitive Basic salary and Benefits + Bonus + Company Car. For further information please send your CV to cv@paulharpersearch.co.uk, marked for the attention of Gary Shimmin or Alison French. Alternatively, you can call us on 0117 92...

Job Type: Permanent
Location: Central London
Salary: £45k - £k ++
Salary (OTE): £k - £
Job Ref: TX 4016
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Graduate Trainee Recruitment Resourcer

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...

Job Type: Permanent
Location: Blagdon, North Somerset
Salary: To £k ++
Salary (OTE): To £k
Job Ref: PSH/893524
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Managing Director (Equity Opportunity) with Funding

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...

Job Type: Permanent
Location: Central London
Salary: £k - £k ++
Salary (OTE): £k - £
Job Ref: TX893508
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Chartered Financial Adviser

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 can...

Job Type: Permanent
Location: London
Salary: £45k - £80k ++
Salary (OTE): To £k
Job Ref: TS/893461
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Chartered Financial Planner - HNW clients provided

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 ...

Job Type: Permanent
Location: Derby
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: TS/893467
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*NEW VACANCY* - Financial Adviser

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...

Job Type: Permanent
Location: North Yorkshire and Edinburgh
Salary: To £44k ++
Salary (OTE): To £k
Job Ref: TS/ 893469
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Telephone Account Manager

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 de...

Job Type: Permanent
Location: Southampton
Salary: To £30k ++
Salary (OTE): To £k
Job Ref: TX/4064
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Financial Advisers - Multiple locations - LEADS PROVIDED

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 pa...

Job Type:
Location: Nationwide
Salary: To £42k ++
Salary (OTE): To £60k
Job Ref: TS/4020
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Protection Account Managers Reading

We are looking for Telephone Account Managers, based in Reading and surrounding areas, to manage their own panel of Accounts. This is a fantastic opportunity for a driven individual with previous customer service experience within the Financial Services Industry to get a head start on this exclusive role which is coming soon. If you are interested send a copy of your CV to cv@paulharpersearch.co.uk or call Sarah-Louise or Georgie on 0117 920 0060 for a confidential discussion.  

Job Type: Permanent
Location: Reading and Surround Areas
Salary: £27k - £35k ++
Salary (OTE): To £49k
Job Ref: GEN/4010
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Wealth Adviser

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 r...

Job Type: Permanent
Location: Birmingham
Salary: To £70k ++
Salary (OTE): To £215k
Job Ref: TS/3825B
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Financial Services Senior Managers and Directors

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

Job Type: Permanent
Location: Nationwide
Salary: To £120k ++
Salary (OTE): To £k
Job Ref: GEN/3948
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Paraplanner, Head of Paraplanning, Paraplanner Manager

Paraplanners, Head of Paraplanning, Paraplanner Managers. Vacancies UK Wide to £60k + bonus + benefits. In challenging market conditions, the difference between top performers and others is even more marked.  Many Wealth Management and Investment Houses are keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure the services. Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their m...

Job Type: Permanent
Location: UK Wide
Salary: To £60k
Salary (OTE): To £k
Job Ref: TS/GEN
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WRAP and Platform Intermediary Sales Specialists - Nationwide

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 ma...

Job Type:
Location: Nationwide
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: GEN/3893
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Account Managers, Investment Specialists, Pension Specialists

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&...

Job Type: Permanent
Location: UK Wide
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: GEN/3892
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“We always ensure that our candidates are adequately briefed and kept informed at all times” Paul Harper

Candidate Services

Executive Search enables many companies to recruit staff without ever having to advertise appointments and inform their competitors of changes or developments within their organisation. Are you looking for an outstanding opportunity to further your skills in the financial services sector? Registering as a candidate with Paul Harper Search gives you the opportunity to be considered for roles you will never see advertised.

Top Level Roles

Our consultancy supports companies across the financial services sector to find top level executive and director level people to help them develop their business. If you are a high level executive looking for new challenges and opportunities Paul Harper Search is the obvious consultancy to register with.

We will also only contact you if your profile matches that of our client's role. You won't need to monitor the recruitment pages as you will only be contacted about roles which our highly skilled recruitment professionals have identified as matching your skills, experiences and aspirations.

If you have never registered with an executive search firm before, please look around the site to learn more about the process of executive search for both clients and candidates. Paul Harper Search is one of the most highly respected executive search firms within the financial services sector. If you are looking for an outstanding opportunity in financial services we recruit for roles across the UK.

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