We have been exclusively retained by our client, a well-recognised regional IFA business with an outstanding reputation in East Staffordshire. It is seeking a self-motivated, technically able and personable Financial Planner to provide an outstanding client service to a client bank of mass affluent and HNW clients. In addition to managing relationships with and providing advice to clients with c£20m AUM, this individual will act at the Pension Transfer Specialist for the firm. You will join a collaborative team and be expected to nurture and grow the client bank by taking advantage of the extensive lead generation opportunities available to you. There is potential for progression within the firm for the right person. The ideal candidate will be a forward thinking Financial Planner, qualified to AF7, AF3 or equivalent, that has the capacity and desire to inherit a sizeable client bank. It is imperative that the individual is a team-player and committed to quality financial planning advice. To be considered for this opportunity, please email your CV to firstname.lastname@example.org or call Tim Terrell (01761 252 538) quoting ref TS/893853 for an initial discussion.
Independent Financial Planner – Professional Practice based IFA – Office Based Role – Suffolk To £70,000 Basic + Volume Based Bonus + Benefits We have been exclusively retained by our client, the Financial Planning arm of an established Accountancy Practice based between Cambridge and Ipswich. It is seeking an experienced, dynamic and driven Financial Planner to join a highly successful team and assist with the continued growth of the firm. Based in the local office of this large regional practice, you will benefit from high quality client leads from the Accountancy parent so will need to build strong, trusting relationships with the Partners and Accountants within the firm. The ideal candidate will have a minimum of 4 years’ experience as a Financial Planner, ideally Chartered or working towards, and be a good networker, experienced in working with Accountants/Solicitors. Credibility within the local area would be a bonus. Key to the role is an individual committed to giving the highest quality financial 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 email@example.com or call Tim Terrell (01761 252 538) for an initial discussion.
Sales Manager – Financial Planners – To £75k Basic + Bonus (OTE £110,000) + Pension + Benefits We have been instructed by our client, a leading National Wealth Management business. Our client is seeking a Senior Sales Manager to lead, coach and manage a team of HNW Financial Planners. The ideal candidate will be an experienced and motivated Manager with a proven track record of building and leading high performing teams. With an ambitious growth strategy, the successful candidate will inherit a team of successful advisers with further opportunities for growth. This presents a superb career opportunity for an individual from a Financial Adviser Management background to work for one of UK’s premier financial planning businesses. If you would like to be considered for this role, please email your CV to firstname.lastname@example.org quoting TS/893870 or call Tim Terrell (01761 252 538) for an initial discussion.
Senior Fund Manager/Presenter/Spokesperson – North West Basic Salary to c. £100,000 (OTE to £130,000) + Benefits Our client is an ambitious Investment Manager with a strong focus on the UK market. It is seeking a Senior Fund Management professional to manage client portfolios and lead the Asset Allocation part of the Investment process. You will also act as official Spokesperson for the business on matters surrounding Asset Allocation and will therefore have experience of presenting to IFA audiences and producing press and trade articles. This is a fantastic opportunity to build your profile within a business and the wider industry and to make a positive impact within a highly successful, forward-thinking and collaborative fund management team. If you are interested, please send your cv to email@example.com quoting TXAF/893862 or call Alison French on 01761 252 534 for a confidential conversation.
Business Development Manager (Home-based) – North England Basic Salary £50,000 to £55,000 + Bonus (OTB £40k) + Car Allowance + Benefits If you are a telephone based Intermediary Sales Account Manager with knowledge of Wealth products (Pensions and Investments) and have an ambition to move into field-based sales, or you have taken your first steps into field-based sales and want to progress your career further, then this is the role for you. Our client is seeking a talented, dynamic and ambitious BDM to develop a panel of Intermediaries in the North of England. Full support will be provided, but a high level of self-motivation and determination is key. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893869 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
Business Development Manager (Home-based) – North of England Basic to £65,000 + Bonus (OTE to £105k - uncapped) + Car Allowance + Benefits Our client is an innovative and ambitious Pension Boutique, recognised as a specialist in its field with an award-winning suite of Pension products. It is seeking a successful BDM to take on and further develop a panel of Intermediaries in the North of England. The role offers flexibility around home location within the territory and represents a fantastic opportunity for an individual who thrives on developing new business, with the credibility to maintain existing business flows. Pension knowledge is key and experience of SIPP and SSAS would also be a distinct advantage. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893867 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
TS/893 - Operations Manager (COO)- Chartered IFA Practice - Cheshire To £65k + Bonus + benefits (+ potential for Equity) This is an exciting opportunity to join the Senior Management team of a leading Chartered IFA business with ambitions to double in size in the next five years and grow from a Regional to a National firm. The role involves line managing the Support and Paraplanning teams to provide outstanding client service and support for the Financial Advisers while working closely with the Managing Director to develop strategy to achieve its planned growth while maintaining a top level of client service. The role will include project work and an ongoing commitment to improving back-office processes as well as working closely with the Managing Director, meeting key business requirements including Gabriel Returns, PI and dealing with suppliers such as Cybersecurity and IT support company. This role offers a genuine opportunity to become an Equity Director of an ambitious and growing IFA business with a growing reputation both locally and nationally. To be considered for the role you should be an Operations Manager or similar, of a Financial Advisory firm, with a proven track record in people and project management and ambition to become a Director and shareholder of a Chartered IFA Practice. If you would like to be considered for this role, please send your CV to firstname.lastname@example.org quoting job reference TS/893 or call Tim Terrell on 01761 252 538.
TS/893826 IFA Director - North West- RARE OPPORTUNITY! c.£70,000 Basic + Equity + Bonus + Benefits Our exclusively retained client is a successful IFA business with ambition and funding in place to grow quickly. It was established almost quarter of a century ago and has featured in Citywire’s Top 100 IFA firms. With a team incorporating Financial Planners, Paraplanners and Support staff, the Directors have clear plans in place to take the business to the next level and are seeking a talented and ambitious Director to help ensure its operational efficiency and high quality advice is maintained through growth stage. Reporting to the Managing Director and a key member of the senior leadership team, this is an exciting and challenging role with great career potential to progress as the business grows. The successful individual will assist with strategy, planning, finance and project management. They will directly line manage the Paraplanning Manager, Office Manager and teams, deputising for the Managing Director when appropriate. This is a great role suited to an IFA Manager, IFA Operations Director, or an experienced Financial Adviser with management experience ready to take the next step in their career. If you would like to be considered for this role, please send your CV to email@example.com quoting job reference TS/893826 or call Tim Terrell on 01761 252 538.
Exclusive Opportunity! Seeking a Financial Planner and Pension Transfer Specialist to inherit a sizeable client bank with a well-recognised IFA in the Midlands. Salary - £60,000 Basic + Bonus + Benefits Please call Tim Terrell on 01761 252 538 or email your CV to CV@paulharpersearch.co.uk for a confidential conversation.
This is a fantastic opportunity to join an ambitious Wealth management firm. You will have responsibility for providing high quality support to the Portfolio Management team, helping with the management of Private Client and Adviser relationships and their Investment portfolios. Furthermore, you will be expected to produce and dispatch Valuations and Client packs, whilst dealing with any compliance matters. In addition to the above, you will also have the opportunity to; prepare Investment review letters, arrange bulk trades and ensure Client Portfolios are set up correctly. They are ideally looking for an individual with experience in a Banking/Finance role, who holds the IAQ qualification. It's essential they have been educated to a minimum of A Level standard. If you are interested in being considered, please submit your CV FAO Brandon hewitt-Hunt to firstname.lastname@example.org quoting TX/893866.
Head of Fund Management – North West Basic Salary to c. £125,000 (OTE to £165,000) + Share Options + Benefits Our client is a highly successful, growing Investment House with a rapidly expanding level of AUM approaching £1 billion. It is seeking a qualified Fund Manager to join the senior leadership team and head up its successful Fund Management team. You will be responsible for acting as guardian of the investment process, working collaboratively with your Fund Managers and with joint responsibility for day to day oversight of client portfolios. If you are currently a successful Fund Manager seeking progression to management, or have had previous experience within a similar role, please send your CV confidentially to email@example.com quoting reference TXAF/893860 or call Alison French on 01761 252 534
Our client is an ambitious Investment Manager with a strong focus on the UK market. This is a fantastic opportunity for a successful Investment Analyst to step up into a fully-fledged Fund Manager role, with responsibility for execution of trades and management of client portfolios within a successful, highly collaborate and supportive team. If you have experience of working as an Analyst within UK Equities and are keen to progress your career, please do send your cv to firstname.lastname@example.org quoting TXBHH/893863 or call Brandon Hewitt-Hunt on 01761 252 533
Our client is a highly successful, growing Investment House with a rapidly expanding level of AUM approaching £1 billion. It is seeking an Equity Fund Manager with extensive experience of Stock research and selection, specifically within UK Equities. This is a fantastic opportunity to join a highly collaborative Fund Management team, with responsibility for equity fund management on a daily basis, involvement with marketing presentations and acting as deputy spokesperson for the firm within your area of expertise. If you are interested in being considered, please submit your CV to email@example.com quoting TXBHH/893861 or call Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation
The Company 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 Trainee Recruitment Researcher to work closely alongside our Consultants to source, attract and secure Financial Services candidates. The role: · Sourcing, attracting, and securing candidates · Use of telephone, internet search and database search to identify suitable candidates · Headhunting, engaging and rapport building with candidates as well as liaising with clients · Working closely with an assigned Consultant · Administrative duties including maintaining and updating CRM system · Sending interview confirmation and documentation via email · Networking on LinkedIn · Monday to Friday, 9:00am – 5:30pm Candidate requirements: · Ideally a Graduate or A Level leaver · 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 The benefits: · 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 · Specialist knowledge of Financial Services market · Clear path for career progression · A competitive salary with team-based bonuses · Free on-site parking · Working alongside a friendly and supportive team in pleasant surroundings If you feel you are the right person for this role, please apply online.
We understand, that as a small – medium sized Financial Planning Business, utilising a full executive search is not a viable option. Unfortunately, as a result, this means you are unable to experience the calibre of candidates that an executive search can deliver. If you are currently using a recruitment agency on a contingent basis, it is likely that you are presented with candidates who are actively on the market seeking a new role, in process with a number of your competitors, and left over on your agencies database. Your vacancy will not be a priority and you will not experience the VIP treatment, where a dedicated team of Researchers and Consultants actively go to market in the search of top-quality Advisers who are targeted exclusively for you. In a market where good Financial Planners are in high demand, they expect to be headhunted. The best candidates are usually not actively looking, but open to hearing about opportunities when approached by the right people in the right way. Paul Harper search have spent 20 years building their reputation as a company which offers genuine top of market opportunities to top of market financial services professionals. Therefore, to land a perfect Financial Planner, hand-picked especially for you, YOU need an executive search service. We are delighted to announce, that we are launching an affordable executive search service for small – medium sized Financial Planning Businesses, all in the name of Financial Planner Plus+. Why should you use a contingent agency when you could reap the benefits of an executive search, for a similar, sometimes even lower cost? With a few vacancy pre-requisites, and a small up-front cost, we could offer you: A guaranteed shortlist of 3 Financial Planners, culturally aligned and exclusive to you! (so you don’t have to worry about your competitors nabbing them first) A priority, superior service Shortlist report, including market information and feedback on your vacancy! 6-month free candidate replacement guarantee (not that you’ll need to use it!!) If you’ve had enough of reading through mediocre CVs, that don’t tick all your boxes, it’s time to experience Financial Planner Plus +, an affordable executive search service, for your business.
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 North East (Newcastle down to Sheffield). 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/893815 or call Alison French on 01761 252 534.
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 email@example.com or call 01761 252 538 and ask for Tim Terrell or John Hirst.
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 firstname.lastname@example.org quoting reference TS/893692 or call John Hirst, Tim Terrell or Paul Harper on 01761 252538.
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