This is a great opportunity to join a leading Wealth manager in a senior role. The primary duty of the role is the recruitment and retention of ARs and RIs in the South West. Being Level 4 qualified is advantageous, but credibility, high levels of professionalism and personal integrity are essential. If you’re interested in hearing more, please send your cv to firstname.lastname@example.org FAO Brandon Hewitt-Hunt quoting job reference TX/893798, or call Brandon Hewitt-Hunt for a confidential initial discussion on 01761 252533.
** Coming Soon** Senior Strategic Sales Role (Home-based) – South West Competitive Basic and Bonus (OTE £100k+) + Company Car + Benefits We are seeking experienced, successful Wealth sales individuals who would be interested in building and maintaining relationships with Key Regional Advisory clients in what is a highly profitable region in the South West. If you are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893803 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
Contract Roles (4 months) – 1x South West AND 1x Nationwide £350.00 per day Immediate Start Must have experience in providing training to Financial Advisers, and be either Level 4 qualified in Financial Advice, or Level 3 qualified in Mortgage advice. To apply for one of these roles please send your CV to CV@paulharpersearch.co.uk FAO Brandon Hewitt-Hunt or call Brandon Hewitt-Hunt on 01761 252533 quoting reference TX/893800.
Our client is a Global Financial Services Provider with a leading position in the UK Intermediary Market. It is in the process of developing a “Next Generation” Retail Platform Solution which will represent a step change within the UK Market and allow the company to reach out to new segments of the UK Intermediated market as well as initiate new strategic partnerships. As part of this initiative it is seeking a talented and well connected Financial Services Sales professional to grow the business. Key requirements for this role are, knowledge of the platform and retirement market, an extensive network of senior level contacts and experience in negotiating and account management at Head office level. If you are a senior distribution professional with C-suite relationships and wish to be considered for this role, please send your cv to email@example.com , quoting reference TX/893775 or call Paul Harper or Alison French on 0117 9200060.
Our Client is a Discretionary Fund Manager and part of a global Wealth Management Company. This is a fantastic opportunity for an experienced Investment Manager to work for a well-known brand, which is growing rapidly within the market and is offering a very attractive package. This is a role which incorporates Portfolio Management and new Business Development. The successful candidate will inherit a portfolio of clients with AUM of £80m from the previous incumbent. If you are a Level 6 qualified, experienced Investment Manager, please send your cv to firstname.lastname@example.org quoting job reference TS/893788, or call Alison French (01761 252 534) or Brandon Hewitt-Hunt (01761 252 533) for a confidential initial discussion.
Exclusive Opportunity!! *Financial Adviser* Location: Ipswich / Colchester Basic Salary to £60,000 + Car + Uncapped Bonus + Pension + Excellent Benefits Package – Expected Earnings £100,000 Our client is a National Advisory firm, with a well-recognised brand and an outstanding reputation for high standards of customer service. We have been exclusively retained by our client to seek a high-quality Financial Adviser to provide professional advice to HNW clients in Suffolk. You will inherit, nurture, develop and grow an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong Professional Introducer arrangements that the firm has in place, providing further leads that are readily available. You will receive an attractive basic salary, excellent, uncapped bonus scheme alongside an outstanding benefits package. This is a fantastic opportunity for you to join a forward thinking and dynamic firm. If you are interested in finding out more, please email your CV to email@example.com or call 01761 252 538 and ask for Tim Terrell
Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs. This is a fantastic opportunity for an ambitious, intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in Scotland. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to firstname.lastname@example.org or email@example.com quoting Job Reference TX/893776 or call Alison French or Brandon Hewitt-Hunt on 01761 252533.
Exclusive opportunity! Junior SIPP Consultant (BDM) – Home-based South West Basic to £50,000 + Car Allowance + Benefits + Bonus (OTE £75k) Our client is a leading SIPP provider with an award-winning proposition and a national presence and a growing base of supporting IFAs in the South West. As part of its growth plans, it is keen to appoint a hardworking and enthusiastic Junior SIPP Consultant in the South West. This is a fantastic opportunity for an experienced Administrator or Sales Support professional to progress to a field-based BDM role. Ideally based at or near one of the major cities (Bristol, Bath, Swindon, Cardiff, Exeter or Cheltenham), the successful candidate will have a good understanding of the IFA advice process, having worked as part of an IFA Business, Pension Provider or other Financial Services Provider. A good knowledge of SIPP and SSAS is not essential but will strengthen any applications. Our client offers a highly competitive salary with an attractive bonus as well as full induction and specialist product training where required. To apply for this role send you cv to CV@paulharpersearch.co.uk
We are representing an award winning and Chartered advisory business with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. Due to continued growth, our client is seeking a driven Financial Adviser. You will inherit, manage and develop an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong professional introducer arrangements that the firm has in place, providing further leads that are readily available. The successful candidate will be a well-rounded, dynamic and motivated team player with the ability and experience of offering holistic financial planning advice and building strong, trusted consultative relationships with clients. If you are a Level 4 qualified professional and are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell or John Hirst.
TS/893737 Financial Planner Location: East Midlands (Nottingham/Derby) Basic Salary up to £70,000 + bonus (OTE £120K) + benefits Fully employed package – clients provided This is an exciting opportunity for an experienced Financial Planner to join one of the UK’s largest financial services firms with a fantastic reputation in the market and a trusted brand. The business brings together Platform, Fund Solution and ongoing advice in a fully integrated and truly aligned model to deliver genuine customer value. Our client is seeking an experienced Financial Planner focussed on putting the client’s interests first. You will be given a sizeable bank of High Net Worth clients with significant Funds Under Management to nurture and grow through providing first class holistic planning. This is a senior role and if you wish to be considered, please send your CV to email@example.com or call John Hirst or Tim Terrell on 01761 252 538 for an initial discussion.
TX/893736 Senior BDM – Northern Home Counties (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs. This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the Northern Home Counties. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to firstname.lastname@example.org quoting Job Reference TX/893736 or call Alison French or Brandon Hewitt-Hunt on 01761 252 533
IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help. For further details, please email email@example.com quoting reference TS/893692 or call John Hirst, Tim Terrell or Paul Harper on 01761 252538.
Chartered Financial Adviser Location: Gloucestershire Basic Salary: Up to £70,000 + potential equity stake 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 bespoke financial planning advice and manage/develop client relationships. If you are interested, please call 01761 252 538 and ask for John Hirst or Tim Terrell or email your CV to firstname.lastname@example.org quoting Job Reference TS/893616
Chartered and Certified Financial Planners- London and South East What could you do with a small group of clients with £40m Assets under management? Our client, a leading wealth manager offers: A typical client bank above; An employed package with a high basic salary; A reward package based on all fee income ( recurring and new); All paraplanning and reports provided allowing you to spend time with clients; Big company benefits package; Opportunity to work from home or office in the City of London. P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to email@example.com marked TS/wealthmanagerLondon.
SO YOU HAVE REACHED CHARTERED FINANCIAL PLANNER STATUS – NOW WHAT? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by our Associate Director, John Hirst ACII Chartered Insurer. Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you. If you are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 535 and ask for John Hirst or Paul Harper