Our client is an international wealth management headquartered in the Middle East As part of its strategy to give Global client support, it recently established a UK IFA private client office in London to serve its UK based clients. It is now seeking an entrepreneurial Financial Advice Manager to lead and grow its small UK advice team, working closely with the overseas parent company. Reporting to the board, you will be a proven UK Financial Advice manager with the ambition and ability to build the team, identifying opportunities and recruiting advisers.  You will be a self-starter with ambition and the skills to back it up. You will be a minimum of level 4 qualified and ready to take on a challenge of some magnitude with the opportunity to earn significant reward.    To be considered for this opportunity, send your cv to cv@paulharpersearch.co.uk stating ref PH/922   Basic salary to £125k + bonus

Our client is an ambitious, well backed, vertically integrated financial planning business with massive growth plans. Although it already has significant AUM, It is aiming to be one of the UKs largest Wealth Management businesses within the next 5 years. Reporting to the Managing Director of Financial planning and a member the financial planning board, this role has been created through growth. The two key parts of the role are contributing to business strategy as a member of the financial planning board leading a small team which will grow over time as the business grows through acquisition and organically. This is an amazing opportunity for a Leader with wealth management experience to take their next career step. As a proven leader, you must be ready, willing and able to contribute to the bigger picture as the business embarks on a new period of acquisition, integration and organic growth. If this role is of interest, please send your cv to cv@paulharpersearch.co.uk or call John Anderson or Paul Harper on 01761 252537 quoting reference PH/909 Basic to £150k + Bonus + Share options + benefits Home/office-based South/South-East UK

Our client is a leading Investment Platform and Pensions provider with a parent company that is one of the largest and most reputable in UK Financial Services, offering a broad solutions-based Wealth product suite and a commitment to continued long term growth and stability in the UK Intermediary market. It is investing in future growth and as part of this strategy, is seeking a highly successful Relationship Manager to join its growing team and take on a panel of key Strategic Partnership clients. The ideal candidate will have a proven history in developing trusted relationships with blue chip firms, the gravitas and experience to deal at senior stakeholder level and also work collaboratively with internal colleagues to ensure successful delivery of the proposition in line with client needs and regulatory requirements. Contract negotiation experience alongside a sound understanding of the market is key. Home location is flexible in the South of England but the role will involve travel to the South East and London. If you are keen to develop your career with a forward-thinking business that is investing heavily in its future growth, please send your CV to cv@paulharpersearch.co.uk quoting Ref: 921 or call John Anderson on 01761 252 537 or Alison French  01761 252 534.   Salary and package: To £75,000 Basic + Generous Bonus + Excellent Benefits

Our client is a leading UK investment manager with an enviable reputation for the quality of its service to the Financial Advisory community and a progressive, positive culture created by its leadership team and enhanced by its staff. It is seeking a highly technical and talented Investment professional to lead and inspire its team of Investment Specialists. Adopting a hands-on approach alongside the team, the role will involve acting as the interface between the Investment Management and Intermediary Sales teams, handling technical queries from IFA clients, as well as close liaison with the CCO. Excellent knowledge of MPS and the UK Platform arena is key, alongside extensive experience of presenting to large and small Adviser audiences, providing macroeconomic insight and updates on investment strategy, performance and portfolio construction. This role represents a fantastic opportunity for an engaging individual with excellent interpersonal skills, at least 2 years’ management experience and IMC as a minimum (preferably working towards CFA qualification), to lead and motivate a highly skilled, growing team. This is a key hire for the business with excellent career development opportunities for the right individual. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 903 or call John Anderson on 01761 252 537 or Alison French on 01761 252 534. Salary and package: to £120,000 Basic + Car Allowance + Bonus + Benefits + potential Share Awards (total potential reward package to £170,000)  

Our client is an award winning Chartered multi office Financial Planning company. Backed by one of the UK’s most successful Financial Services brands, it is seeking a Chartered Financial Planner to join its growing team in West Sussex. The ideal candidate will be ambitious and have a minimum of 5 years’ experience as a Financial Planner together with expertise in advising both HNW and Mass Affluent clients across the full spectrum of financial products. There will be clients allocated to you from day one, with full paraplanning and administration support as well as strong lead generation initiatives driven by senior management which has attributed to the success of this office. The office has a strong team dynamic, and clients are put at the forefront of its philosophy. In addition, being part of a highly successful Group provides opportunities for career advancement and development. If you would like to be considered or are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk quoting ref 920 or call John Anderson (01761 252 537) or Paul Harper (01761 252 532) for an initial discussion.

Our client is one of the UK’s leading, multi-office, financial planning firms. They offer an integrated wealth management offering and manages in excess of £6.5bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people. This is an exciting opportunity for a Financial Planner to join a fast-growing advice firm and develop an existing client bank from a retiring Adviser. You will benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs. The role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities. This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be a dynamic, ambitious and energetic Financial Planner with an appetite to grow with a company. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference 884 or call John Anderson 01761 252537 for an initial discussion.

Our client stands among the UK's premier financial planning firms, operating multiple offices nationwide. With a robust integrated wealth management service and in excess of £6.5 billion in client assets, the firm is on a mission to become the most trusted provider of financial planning, investment management, and corporate solutions in the UK, driven by innovation, technology, and a strong focus on people. We have a fantastic opportunity for a Financial Planner to join this rapidly expanding firm and take over an established client base from a retiring Adviser. You will receive comprehensive administrative and paraplanning support, allowing you to dedicate your time to client service effectively. In this role, you will collaborate with a broader team while also working independently, setting and achieving personal targets, and managing deadlines. The role is diverse, involving the management of existing clients and the development of new business opportunities through self-generated leads. This position is crucial for the business, seeking a well-rounded, dynamic, ambitious, and energetic Financial Planner ready to grow with the company. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference 914 or call John Anderson on 01761 252538 for an initial discussion. To £75,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

Our client is a dynamic UK specialist Investment Manager with a clear plan for growth and a mandate to expand its business development function. It is seeking an experienced, highly motivated Business Development Manager with a strong track record of sales success to join its growing team in the promotion of its investment proposition to the IFA community. The role will involve developing new IFA clients as well as maintaining existing relationships and will suit an individual seeking to invest in their future within a sales structure that promotes upward progression. Home location is flexible and can include the South West, Midlands or North of England. About you: ·        You will be an Intermediary sales professional with a minimum of 3 years’ experience. ·        You will have received excellent training from a first class wealth management firm/insurance company and now feel ready to make the step up to work for a specialist investment manager. ·        You will be able to demonstrate a successful sales track record. If you are interested, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851 or call Alison French on 01761 252 534 or John Anderson on 01761 252 537. Basic to £80,000 + Uncapped Quarterly Bonus + Benefits (OTE to £130,000+)

Our client is one of the UKs new breed of PE backed financial planning businesses with ambition and finance to ensure it is one of the fastest growing financial planning businesses over the next 5 years. Reporting to the Managing Director of Financial Planning and a member the financial planning Board, this role has been created through growth. The two key parts of the role are contributing to business strategy as a member of the financial planning board and leading a small team which will grow over time as the business grows organically and through acquisition. The role will suit a proven Adviser Manager in a large adviser business, with a track record in successfully leading teams of financial planners to achieve compliant growth who is now ready to step up to a more strategic role.  Alternatively, you may be leading a small/medium financial planning business but wishing to move to a company with more ambition and the financial backing to achieve this. The individual will ideally be Chartered by the CII or close to achieving this. If this role is of interest, please send your cv to cv@paulharpersearch.co.uk or call John Anderson on 01761 252537 or Paul Harper on 07768 952 212 quoting reference PH/909   Salary and package: to £130k + Bonus + Equity Options + Benefits

Our client is a leading Chartered Financial Planner business with ambition and funds to grow rapidly. All clients provided. As part of its ambitious expansion plans and as a result of an ongoing acquisition programme, it is keen to recruit a further Chartered Financial Planner to take on an established bank of high net worth clients as a base for further growth. This role will suit a financially motivated Chartered Financial Planner (or close), who is keen to join a company, take on and develop a HNW client bank acquired through acquisition as well as converting high quality leads and offer the high rewards that go with it. Bonuses are payable on all new business plus ongoing fees above an achievable threshold. The role will also involve some mentoring of less experienced advisers. To register your interest in this role, please send your cv to cv@paulharpersearch.co.uk quoting reference PH/904 or call John Anderson or Paul Harper on 01761 252537

Our client is a dynamic, award winning multi-billion pound investment management company with an enviable reputation for the quality of its service to the Financial Advisory community. It has developed a comprehensive and highly competitive product suite across both managed and bespoke investment solutions, ensuring costs and service are kept at the forefront of its business ethos. Based in the City, it is seeking a talented Investment professional with previous management experience to lead its team of Investment Specialists. The successful individual will have a hands-on approach, acting as the primary interface between the Fund Management and Sales teams alongside their team. The role will involve handling technical queries from IFA clients, providing in-depth analysis of the market/economy and regular updates on the company’s investment strategy, performance and portfolio construction. The role will also involve working closely with the Chief Commercial Officer and acting as the technical Investment resource to the field-based Sales team, creating and delivering presentations to new and existing Intermediary clients. Previous experience of MPS and a good working knowledge of Platform is key, as are a collaborative approach, excellent communication skills and the ability to lead and mentor a team. A minimum of 2 years’ management experience is a prerequisite. This is a technical role, with IMC as a minimum and preferably working towards CFA qualification. The role represents a fantastic opportunity to build your profile within a highly progressive and acquisitive business and where career ambitions will be recognised and realised as the business grows. If you are keen to develop your career and are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 903 or call John Anderson on 01761 252 537 or Alison French on 01761 252 534 for an initial discussion.   Salary and package: to £120,000 Basic + Car Allowance + Bonus + Benefits + potential Share Awards (total potential reward package to £170,000)

Are you a successful desk-based Wealth sales professional seeking to progress to a field-based sales role? Our client is a leading UK provider with a broad suite of Wealth products including Platform, Investments and Pensions. In its drive to attract new talent, it is offering the opportunity for a successful Hybrid sales individual with good knowledge of the Wealth arena to progress into a field-based role. This individual will be part of the successful North West regional sales team and will be responsible for developing new and existing Adviser relationships. Whilst Level 4 Diploma is preferred, our client would consider an individual who is close to achieving full qualification. If you are ambitious, keen to progress your career into field sales and looking to join a company which develops its people, this could be the role for you. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting Reference 901 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 for an initial discussion. Salary and package: To £70,000 depending on experience + Car Allowance + Bonus + Benefits

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851/M or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534. Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851/N or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Our client is an ambitious well-funded IFA Business, that is PE backed, and intends to grow through acquisition of a small number of high-quality Regional IFA Businesses.  Our client used our Handpicked service, to land a Board position and key hire for their company.

Our client is ground-breaking Investment Manager that has changed the way investors access and use discretionary fund management. They used our exclusive service to successfully place a newly created Head of Risk role.

Our client is a Strategic Account within a well-recognised Network. Due to ongoing expansion, our client used our exclusive services to secure a Head of Paraplanning to play an important part in facilitating the growth ambitions of the company.

Our client is one of the best recognised Pension providers, and are in their growth strategy phase, in a bid to triple their size over the next 2 years. By using our headhunt services, our client was able to successfully place a Strategic Relationship Manager to develop and grow the relationships with key intermediary businesses.

Our client provides Retirement, Investment and Protection solutions to individuals, families, and companies. By using our services, they were able to successfully secure a Platform Adoption Consultant to work closely with the distribution team to support both them and the advisory firms with implementing the company’s platform to their business.

Our client provides world class Investment solutions and retirement expertise to institutions, individuals, and their Advisers. By using our specialist headhunt service, they successfully landed a Relationship Director to retain, develop and grow the pension plan assets and group members.