Our client is a dynamic Fintech with a highly entrepreneurial leadership team and a market disrupter DFM proposition. It is making big inroads already in terms of AUM and its solutions are proving to be highly attractive to the Intermediary market. It is seeking an experienced and highly motivated BDM to join its dynamic team and develop new and existing strategic Adviser relationships across the South West region. This represents a fantastic opportunity to join a relatively young business in support of its ambitious growth plans, with scope for professional growth and a reward system that includes Equity options. If you are interested in finding out more, contact either Alison French (01761 252 534) or Emily Morris (01761 252 529) or send your CV to cv@paulharpersearch.co.uk (Ref: 675)

Our client is a boutique Asset Manager with a fantastic reputation and the advantage of a well-financed Parent. It offers award-winning Multi Asset and Model Portfolio Solutions to the Intermediary community and is currently hiring as part of its growth strategy. It is seeking a Hybrid Telephone BDM to promote its proposition to Intermediaries in the North of England over the telephone and online, with the opportunity to visit clients face-to-face 1-2 days a week.  The role will involve both winning new and developing existing client relationships. Home location is flexible in the North, but the successful candidate will visit the hub office in the North West 2-3 days a month to meet the wider team and utilise the resources there. The BDM will benefit from an excellent lead-generation model. Investment knowledge would be an advantage but is not a prerequisite. Our client is keen to develop its own talent and will therefore offer an ambitious individual the opportunity to grow their expertise in the Investment Management arena and develop their sales skills further with a view to ultimately moving full-time into the field. If you are keen to progress your career from telesales to field-based, have a track record of success within Intermediary Wealth sales and are looking for your next challenge with a forward-thinking business focused on growth, send your cv to cv@paulharpersearch.co.uk quoting Ref: 667 or call Alison French on 01761 252 534 or Emily Morris on 01761 252 529 to find out more.  

Our client is a boutique Asset Manager with a fantastic reputation and the advantage of a well-financed Parent. It offers award-winning Multi Asset and Model Portfolio Solutions to the Intermediary community and is currently hiring as part of its growth strategy. It is seeking a Hybrid Telephone BDM to promote its proposition to Intermediaries in the South of the UK over the telephone and online, with the opportunity to visit clients face-to-face 1-2 days a week.  The role will involve both winning new and developing existing client relationships. Home location is flexible in the South, but the successful candidate will visit the London office 2-3 days a month to meet the wider team and utilise the resources there. The BDM will benefit from an excellent lead-generation model. Investment knowledge would be an advantage but is not a prerequisite. Our client is keen to develop its own talent and will therefore offer an ambitious individual the opportunity to grow their expertise in the Investment Management arena and develop their sales skills further with a view to ultimately moving full-time into the field. If you are keen to progress your career from telesales to field-based, have a track record of success within Intermediary Wealth sales and are looking for your next challenge with a forward-thinking business focused on growth, send your cv to cv@paulharpersearch.co.uk quoting Ref: 667 or call Alison French on 01761 252 534 or Emily Morris on 01761 252 529 to find out more.  

Role:     Business Development Manager, Scotland (Home-based) Salary and package: Basic to £65,000 + Bonus (OTE to £90k) + Company Car + Benefits Our client is an award-winning Platform provider with a broad, market-leading solutions-based proposition and a long-term commitment to the UK market. As part of its growth plans, it is seeking a well-connected, experienced Platform sales individual with the drive and ability to win/develop Intermediary relationships across Scotland as part of a highly successful and ambitious team. The role benefits from a strong internal lead generation network, backed up by the successful incumbent’s existing relationships in region and therefore requires a hunter with the initiative to source new clients using the resources available to them. If you are seeking a fresh challenge and have the driven and ambition to succeed, please send your CV to cv@paulharpersearch.co.uk  or call Alison French on 01761 252 534 or Emily Morris on 01761 252 539 for an initial discussion.

Our client offers world class investment solutions and retirement expertise with a vision to deliver innovative client solutions for a better future. They are seeking a DC Relationship Director to manage existing strategic relationships and head up a small team of DC Consultants. This is a senior client facing role and is the principle point of contact for a portfolio of their largest and most complex corporate bundled defined contribution clients. The prime responsibility is the retention, development and growth of the pension plan assets and participants, and the business development of our client’s workplace savings products with existing clients. Ideal candidates will be APMI, IMC or CFP qualified and will be able to demonstrate a proven ability to act as a highly competent, proactive contact for DC strategic, investment, pensions, reporting and business development matters. A strong working knowledge and understanding of DC including the legislative and regulatory framework of the pensions industry is a must. Management experience is a prerequisite and knowledge of DB pensions, hybrid pensions schemes and flexible benefits is an advantage. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: Ref 651 or call Tim Terrell on 01761 252538 for an initial discussion.

NEW PERM VACANCY - Application Security Engineer – digital platform team; London based with home working too, £65-90k + bonus, 15% pension, 30 days hols etc Amazing opportunity to join one of the UK’s leading financial organisations who, are investing billions in digital transformation programmes. You’ll be a key player in this ‘start up’ technical environment focussed on the development of a new Identity and Authentication platform; you will lead the growth of their application / platform security practices / the team / tools etc (all with a significant green-field development component) yet have the job security & benefits of the wider, established business. The Application Security Engineer will have proven API Security knowledge and be keen to influence and shape the Identity & Authentication Platform with a “secure-by-design” strategy. They will drive this model through delivery and into operations vis the review of architectural designs, production of threat & risk assessments & security designs as well as scoping penetration tests & bringing their outputs to resolution. The team work partially from home & partly from offices in the City of London, close to St Paul’s, Moorgate, Bank etc with on average 2-3 days a week home working too. Interested? Please send your CV to cv@paulharpersearch.co.uk

Senior Financial Planner – Professional Practice based IFA London, Home based     £150,000 1st Year Total Reward + Equity + Benefits This is an exciting opportunity for a Financial Planner (Chartered or working towards) to join an award-winning Financial Planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice.  Being at full capacity, our client is looking for a high-calibre Senior Financial Planner to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances. You will inherit HNW / UHNW clients from a Director within the business as well as benefitting from readily available, high quality leads from its Accountancy parent with an average case size of £750,000 - £1m+. You will therefore need to build strong, trusting relationships with the Partners and Accountants within the firm and have a track record of working collaboratively with professional partners on complex planning cases. To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Tim Terrell (01761 252 538) for an initial discussion.

We are working with a reputable, financial planning firm in the South, that is supported by a private equity backed national IFA business. Our client is seeking a Senior Financial Planner to inherit and develop an existing client bank from a retiring Director. The portfolio generates £250,000 recurring annual income and predominantly consists of mass affluent and HNW Business Owners and Directors that are accumulating wealth. A multi-faceted role, you will need to be adept at self-generating leads and developing new business opportunities, whilst benefitting from extensive new client acquisition opportunities via referrals and incoming leads from an established introducer network. This position provides an opportunity to work as part of an expanding business with scope for significant career progression; there are prospects within this role to lead and supervise a team of Financial Planners across the South-East, supporting them to achieve objectives by providing supervision and mentoring. This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be dynamic, ambitious and energetic Financial Planners with an appetite to grow with a company. Previous management experience is desirable but not a prerequisite. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call Tim Terrell (01761 252 538) or Finn Greaves (01761 252 537) for an initial discussion.

Paul Harper Search & Selection is a leading Financial Services Search consultancy. Our office is based in Blagdon, North Somerset in a beautiful country house. We work with many of the biggest names in UK Financial Services such as household name insurance companies, fund managers and private banks. As part of our growth plans, we are seeking a part time or full time Recruitment Co-ordinator Office Administrator to work closely alongside our office-based team to support with general day to day administrative tasks. You will also work closely with our partnered recruitment businesses, acting as the main point of contact between the clients and candidates. The role will be varied, but the main duties will include: · Recruitment administration tasks · Responding to general enquiries · Formatting CVs and company documents to a high standard · Arranging interviews · Taking candidate/client feedback · Sending Interview confirmations · Dictation · Keeping the CRM system up to date · Ensuring incoming CVs are followed up with · Assisting Consultants with day-to-day administration · Diary management The successful individual will have excellent communication skills, both verbal and written and be able to work to work as part of a team to deliver high standards. You must have competent computer skills and have a professional telephone manner . Key Requirements · Highly organised · Computer literate · Excellent communication skills (verbal and written) · Excellent telephone manner · Efficient · Demonstrate attention to detail · Be process driven This role will suit someone looking for a part-time position in a friendly office environment. Job Type: Part-time

**Exclusive Role** - Strategic Partnership Manager - National role Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking an experienced relationship manager to take responsibility for developing and deepening its key strategic relationships at Head Office level and identify business opportunities. Experience of delivering presentations is key, as the successful candidate will represent the company at partner events and seminars, as is the ability to develop new strategic partnership opportunities in the future. There is also potential for the right individual to take on an element of management responsibility. This role represents a fantastic opportunity to join a highly collegiate, forward-thinking business offering real potential for professional development and growth as it expands. If you are interested in being considered, please submit your CV to cv@paulharpersearch.co.uk quoting reference 620 or call Alison French on 01761 252 534 or Louis O’Regan on 01761 252 533 for a confidential conversation.   

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.

Is this you? You want a career not a job You want a recognised training scheme provided by experts and the opportunity to gain an industry recognised qualification You want to join an established company with an outstanding reputation in its field You want to work with top clients on important projects You want work/life balance where your evenings and weekends are your own. You want to avoid the daily commute and travel/parking costs associated with working in a big city. You want to work in a great environment as part of a great team You are bright, personable and have initiative Have the ability to build rapport over telephone The role Sourcing, attracting and securing candidates Use of telephone, internet search and database search to identify the best candidates in the market Engagement and rapport building with candidates and clients Working closely with an assigned Consultant Administrative duties including maintain and updating CRM system Networking on LinkedIn Working closely with and supported by a designated Search Consultant Candidate requirements: A Level qualifications Excellent telephone manner and interpersonal skills Confident working in a fast-paced environment Desire to develop and progress professionally Enjoys working as part of a friendly and dynamic team Personable, intelligent and ambitious Resourceful with the ability to use own initiative Willingness to learn about the Financial Services market We offer A career not a job A training scheme endorsed by the Recruitment & Employment confederation (REC) and time to study for it A 15-month Training programme provided by an external provider with a Nationally Recognised Recruitment qualification. Salary rise after 6 months and further rise to £25,000 + bonus on completion of qualification (approx 16-18 months) A 9am to 5.30pm working day A picturesque office environment in a Country house in Blagdon, North Somerset with free parking A great team with a 50/50 mix of youth and experience Exciting Executive Search projects working for Global fund Managers Wealth managers and Chartered financial Planning Businesses The opportunity to work with some of the biggest Financial services companies in the UK and across the Globe Who is Paul Harper Search and Selection? Paul Harper Search & Selection a leading Financial Services Search consultancy. We celebrated our 22nd anniversary (established in July 1999) We were shortlisted for best Banking/ Financial Services Recruiter at the 2019 Recruiter Awards We work as a team in supporting our clients (we don’t fight against each other) We offer great training, great support and great opportunities for career progression. We don’t work on low level, uninspiring, boring jobs, we work on Director and senior Management and specialist roles. A competitive salary with team-based bonuses and regular salary increases and career progression. Several members of our team have now successfully completed their training and progressed through to more senior roles.

Our client is a market leading and award-winning DFM offering bespoke investment solutions to its clients.   It is seeking a dynamic, experienced and successful BDM to take on a quality territory including Reading, Salisbury and the South Coast. This is a fantastic opportunity for a hunter with a consultative sales approach to continue the growth trajectory in the region and to make their mark within the business.   Ideal candidates will be minimum Level 4 qualified with broad-ranging Wealth knowledge, the ability to understand and empathise with the Adviser community and a track record of success from either a Provider, Platform or Investment Management background.   If you are a seasoned Financial Services professional with at least 8 years’ experience of the Intermediary sales arena and are interested in joining an ambitious business with a fantastic reputation, please send your CV to cv@paulharpersearch.co.uk quoting reference TX/518b or contact Alison French on 01761 252 534 or Laura Turnock on 01761 252537 for an initial discussion.