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Providing effective recruitment solutions for the Financial Services sector since 1999

Providing effective recruitment solutions for the Financial Services sector since 1999

Great Businesses Need Great People

Great Businesses Need Great People

Keeping a watchful eye on Financial Services since 1999

Keeping a watchful eye on Financial Services since 1999

Latest Jobs

Head of Paraplanning

London

£60k - £70k + Bonus + Benefits

We have partnered exclusively with an medium sized, HNW wealth management firm in London that prides itself on acting with the utmost degree of integrity and professionalism. The leadership team is ambitious and dynamic, with clear plans in place to take the business to the next level and double its assets under management over a 3-year term. 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 and oversee an essential function in the business. The individual will be responsible for managing the growing a high performing paraplanning and administration team, with oversight for a full paraplanning service to include research, analysis, formulating recommendations and report writing, as well as liaising with clients directly via phone and email where required. The main priority is to always provide a professional and efficient service to both clients and peers. To apply for the role, you must have prior management experience, be Level 6 qualified / Chartered with a Pension Transfer exam (i.e. AF3, AF7, G60 or PETR) and possess a high degree of technical knowledge across complex areas of advice, including DC and DB Pension switches / transfers, IHT Planning and Tax Efficient Investing.   If you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TS / 567 or call Tim Terrell on 01761 252538 for a confidential discussion.

Chief Financial Officer – Start-up acquisitive IFA Business

London / South East (home-based)

Six figure basic salary + Benefits + Equity (seven figure potential)

Role: Chief Financial Officer – Start-up acquisitive IFA Business - London/ flexible Salary and package: Six figure basic salary + Benefits + Equity (seven figure potential) Our client is an ambitious and well-funded start-up IFA business which is growing through acquisition. It has an ambitious 5-7 years’ plan to acquire and integrate IFA businesses. It is seeking a highly commercial Chief Financial Officer with experience of the financial advice sector to sit on the Board alongside its highly entrepreneurial founding Directors who have extensive previous experience in the sector. The role represents an exciting opportunity to support the Acquisition strategy. Key responsibilities will be:- Building a scalable Finance function Undertaking due diligence on new acquisitions (estimated 5 per year) Supporting the business through future funding rounds as it grows     Previous M&A experience would be an advantage but is not a prerequisite.   London/SE preferred (home-based) but will consider other locations (minimum of 2 days a week required in London) If you are a qualified Accountant, have a ‘can do’ attitude and are seeking an opportunity to add real value as a core member of the leadership team, send your CV to cv@paulharpersearch.co.uk quoting Ref TX/545 or call Alison French on 01761 252 534.

Partnership Account Manager – London & South East

London & South East

£50k - £60k + Bonus (OTE £90k) + Benefits

Our client is one of the UK’s largest and best known financial planning businesses with a reputation for a high level of customer service and satisfaction. It is seeking a Relationship Manager to join a highly successful team and inherit an established, high performing panel with the responsibility of ensuring the successful development of Financial Advice businesses and its employees. This is an exciting opportunity to coach, mentor and support Wealth Managers and Mortgage and Protection Advisers to help them grow their business in a compliant manner.   The role encompasses a mix of business consultancy, sales coaching and development to ensure that Advisers provide high quality advice on an ongoing basis. The gravitas and experience to make a positive impact with Senior Directors is key as this is one of our client’s most successful regions. This is a fantastic opportunity to take on an established base of high supporting adviser businesses and promote an Award-winning proposition, resulting in highly achievable on target earnings. If you have a strong track record in Financial Services, have a good understanding of the Advisory market, preferably with experience of managing Advisers and Managers, and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TS / 572 or call Tim Terrell on 01761 252538 for a confidential discussion.

Remote Compliance Officer

Home/Office based

Up to £40k To £40k Basic + 7% OTB + Benefits

Our client is one of the largest and longest established adviser networks who are seeking an experienced Remote Compliance Officer to ensure compliant advice is provided to clients, with a focus on advice deemed to be specialist, complex or high risk. Dual focus of outcomes to assess suitability for end customers and management of firms’ business risk.  You will also support other non-specialist work as well as themed reviews and regulatory driven projects as required. This is a people focused business who offer the opportunity for personal development and progression. If you have experience of working in a compliance environment with at least some experience of providing file review feedback, have a Diploma in Financial Services with G60, AF3, AF7 AwPETR or similar then please send your CV to CV@paulharpersearch.co.uk quoting job reference TD/554 or call Laura Turnock on 01761 252537 or Vicki Parker on 01761 252 539 for a confidential discussion

National Development Team Manager

Home-Based

Up to £68k To £68,000 + £15K bonus + Benefits

Our client has been providing simple financial products for over 75 years and has a strong track record of providing pensions including a Defaqto 5 star rating for auto-enrolment.  They manage more than £13bn of assets on behalf of over 5 million members and have more than 98,000 employer clients. They are seeking a National Business Development Team Manager to be responsible for the Relationship Managers dealing with both Employer and Intermediary relationships to deliver agreed business objectives and targets to the required performance standards.  They will work closely with the Head of Business Development to assist with planning and delivering our client’s strategic approach to the market. The focus will be on retention and acquisition through implementing, refining and monitoring tactical business plans ensuring that our client is positioned as a leading workplace pension provider and increasing investment funds under management, product sales, driving long-term business growth and promoting operational efficiency. There will also be a focus on helping to develop and improve propositions. Ideal candidates will have a high level of understanding of the workplace pension market, a proven track record of people management extensive knowledge of B2B and B2C relationship management and strong planning and organisation skills with the ability to read and analyse reports and understand statistical information and complex issues. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: TD/550 or call Vicki Parker on 01761 252539 or Laura Turnock on 01761 252537 for an initial discussion.

Front End Web Developer

Newbury - Remote

Up to £45k c.£45k + 10% pension, c.10% bonus

We are seeking an enthusiastic Web / Front-End Developer for my client, a dynamic & successful Fintech who are expanding their application development team. Great opportunity to utilise & expand your skills & knowledge in a varied role including Javascript, ReactJS, HTML, CSS, MySQL & MongoDB, Unit testing (e.g. Jest or Jasmine). Interested? Please contact Sarah Mills on 07919 047 306

Investment Business Development Consultant, Home-Office based

UK (Home Based role)

Up to £50k To £50k Basic + £10k OTB + Excellent Benefits Package

Our client is a global Asset Manager and leading UK Investment House with a reputation for providing a quality service to its clients, built on a commitment to responsible investing. It is seeking a dynamic, experienced and successful Business Development Consultant with good levels of Asset/Investment Management knowledge and working experience. Operating in a telephone-based capacity, you will work closely with a field-based Senior BDM to cover quality Accounts in London/South East, and the ability to develop new business as well as maintain existing client relationships is key to the role.   This is a fantastic opportunity to join a prestigious Investment house, promote an award-winning proposition and enjoy a good level of earnings. If you have extensive Investment sales experience (10 years plus ideally) and can speak with authority about the Investment market, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/548 or call Brandon Hewitt-Hunt on 01761 252533 or Alison French on 01761 252 534 for a confidential discussion.

Lead Infrastructure, Workplace Solution Engineer

Home-Based

£70k - £100k £70,000 - £100,000 + 13% pension, to 30% bonus, 30 days hols

Lead Infrastructure / Workplace Solution Engineer – MS 365 / Endpoint Manager, Cloud etc; £70-100k + 13% pension, to 30% bonus, 30 days hols etc. FULLY REMOTE (UK) &/or UK office base. Great opportunity to lead the design, development & test of cutting edge, infrastructure solutions for one of the UK’s leading retail banks who, are investing heavily in modern workplace technologies to really add value to the business & it’s customers. You will be working closely with technical & non-technical contacts at all levels, as well as vendors and enjoy challenging conventional approaches and looking for / designing new ‘modern’ infrastructure solutions to meet business needs.  

Senior Software Developer - SRE, Cloud, development background

Remote - Leeds Based

£60k - £70k £60-70k + to 30% bonus, 13% pension, 30 days holiday

New & exciting opportunity to join, set up & expand the Site Reliability Engineering team for one of the UK’s largest retail banks. This is a key role within the Software Development’s SRE team and your background as a Software Developer (eg C#, .Net etc) will give valuable insight to introduce/improve practices, reduce recovery times and overall to help ‘shape’ & develop the SRE strategy. You will also mentor other developers / engineers and help ensure the delivery of resilient SRE concepts, practices, platforms & production services. As a Senior Software Developer you will have had influence on the design and the delivery of products, features and new technical capabilities as well as solving problems using tooling and technology to optimise the platforms and ways of working – this will be key to expansion of the SRE function. Interested? Please get in touch for more details (ideally with your CV).

Programme Manager

Reading

Up to £98k To £97,500 Basic + Benefits

We are working with a challenger in the UK Life Insurance Sector who were established in 2016 on a fully digital, Microsoft Azure cloud-based platform.  They are currently shaping a programme of work to replace their online new business journey and potentially other parts of their back office to enable new services in 2021 and a new product in 2022.  They are looking for a senior Programme Manager who is able to deliver large and complex technology projects.   You will have substantial experience of delivering critical business initiatives in digital organisations with product and engineering led teams and proven experience using a range of lean/agile project/programme management methods.  Knowledge of insurance is an advantage.  If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.

Regional Key Account Manager

Home based covering Central UK (Manchester to Worcester)

Up to £65k To £65,000 Basic + £25K on target Bonus and £7,200 car allowance.

We are working with one of the largest and longest-established adviser service provider/network who are seeking an experienced Regional Key Account Manager with responsibility for achieving agreed regional income targets for both new and existing clients.  You will grow the footprint by recruiting new clients and cross selling/up selling to existing clients.  You will have an exceptional new business sales track record over a sustained period, ideally within Financial Services recruitment, have a good understanding of wealth planning and advice, and have strong experience in account management and relationship development with an in depth knowledge of key wealth management firms in the Central region.  If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.

Head of Technical Specialists, Protection

Midlands and North West (home-based)

Up to £80k To £80,000 Basic + Bonus (Total earnings to £112,000) + Car Allowance + Benefits

Our client is an award winning, dynamic and vibrant financial services provider with a ground- breaking vision for the future and 1.25m+ UK members and more than 25m globally. It is seeking an experienced Protection Specialist with excellent technical knowledge of Individual and Business Protection to take on a Player/Manager role. You will be responsible for managing the UK team of Specialists, alongside managing your own territory within the Midlands and North West. The role offers a broad range of responsibilities, including mentoring and educating the sales team to drive sales forward, acting as technical expert on complex cases in your region and presenting to large groups. Previous management experience is not a prerequisite but would be an advantage; if you are seeking to progress your career with a forward-thinking organisation that will support you in terms of career enhancement within a fantastic team culture, please email your CV to cv@paulharpersearch.co.uk quoting reference: TX/537 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533 for an initial discussion.

Risk & Compliance Manager

London

Up to £76k To £76,000 + Bonus + Benefits

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 a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Compliance and Risk team and supporting the evolution of our client’s risk and compliance processes under the oversight of the Board. This represents a fantastic opportunity to join a small team in a growing business with a collegiate culture where your efforts will be recognised. If you are an experienced Risk & Compliance Manager within the Investment Management arena who has extensive experience of developing and maintaining a risk management framework and are seeking a career enhancing role with a market leader, please call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533

Campaign & Content Manager – Asset Management

London

Up to £50k To £50,000 Basic + Bonus and Benefits

We are working with a market leading product provider who are transforming to create a more customer-focused business. Our client is seeking an experienced Campaign and Content Manager with a focus on Asset Management.  You will have a significant contribution to establishing, managing and maintaining marketing plans for relevant product sets and adapting them as required to meet ongoing business objectives. You will lead significant campaign projects utilising shared services team members to develop, create and deliver high quality content and campaigns.  You will be responsible for producing on and offline campaigns and content from brief to execution which clearly communicate the benefits of our client’s products and proposition.  This will include direct marketing campaigns, customer literature, sales aids, online content, webinars, advertising and social media. If you have a strong background in campaign development and content creation and a wide knowledge of digital marketing methods and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.

IT Develop - Full Stack

London / Home-Based

£40k - £60k £40-60k + pension, healthcare, hols

Are you an ‘up & coming’ Software Developer who, really wants to utilise & add to their full stack MS development skills using the latest, cutting edge technologies? Great opportunity to play a key role in this expanding IT team and really make an impact on this award winning, investment management company. You'll be working closely with the business to understand & interpret their needs and then be instrumental in the development of new & improved applications/platforms which, with your input will be the key to the further expansion & success of the business. Interested? Please get in touch for more details

Site Reliability Engineer

Leeds / Remote

£60k - £65k £60-65k + bonus, 13% pension, 30 days hols

  NEW PERM VACANCY – Site Reliability Engineer – AWS/Azure, Web tech eg Javascript, React/Redux etc; Remote / Leeds based, £60-65k + bonus, 13% pension, 30 days hols etc Great opportunity for an experienced Site Reliability Engineer to join the expanding SRE team of one of the UK’s largest retail banks who, are going through a huge IT transformation programme, utilising leading edge technology to deliver the very best services to staff & customers. This is a key role in which, you will help ‘shape’ the SRE strategy, mentor other engineers and have significant influence on design and the delivery of products to ensure the delivery of resilient SRE concepts & production services. The SRE will have proven experience in most of the following Public Cloud (AWS, GCP or Azure) & containerisation, Modern Web Tech eg Javascript, NodeJS, React/Redux plus C#, SQL, XML etc and Code management & deployment (GIT/TFS, Urban code deploy, Jenkins etc) & Automation testing (Selenium, Cucumber etc) Interested? Please get in touch for more details (ideally with your CV).

Compliance Manager, Financial Planning and DFM

Hampshire

Up to £62k To £62,000 Basic + Benefits

We are working with a dynamic Financial Planning and DFM business with ambitious growth plans over the next 2 years. Our client is seeking a technically competent, commercial and engaging Compliance Manager to assist them in embedding a robust compliance regime and shaping their plans for business growth.  The role will involve working alongside the Operations Manager, Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA. This opportunity provides an opportunity to work as part of an expanding business with scope for significant career progression. You will have experience in an IFA / Wealth Management practice and ideally some experience of DFM, be a minimum of Level 4 qualified and be open and willing to embrace change as the business grows. You will also be comfortable taking on SMF16 and SMF17 responsibilities. If you are an experienced and dynamic Compliance Manager, with a track record of undertaking all activities necessary to ensure compliance with FCA rules and best practice within a financial planning firm, and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.

Risk and Compliance Manager

London

Up to £65k To £65,000 + Bonus + Benefits

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 a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Compliance and Risk team and supporting the evolution of our client’s risk and compliance processes under the oversight of the Board. This represents a fantastic opportunity to join a small team in a growing business with a collegiate culture where your efforts will be recognised.   If you are an experienced Risk & Compliance Manager within the Investment Management arena who has extensive experience of developing and maintaining a risk management framework and are seeking a career enhancing role with a market leader, please call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation or send your CV to cv@paulharpersearch.co.uk quoting reference: TX/531.

Compliance Manager - Financial Planning

South West

£52k - £62k + Bonus + Benefits

We are working with a reputable, multi office financial planning firm in the South West, that is supported by a private equity backed national IFA business. Our client is seeking a technically competent and energetic Compliance Manager to join a highly successful team. The role will involve working alongside the Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA supported by the Compliance Oversight Officer. This position provides an opportunity to work as part of an expanding business with scope for significant career progression. You will have experience in an IFA / Wealth Management practice, be a minimum of Level 4 qualified and be open and willing to embrace change as the business grows. If you are an experienced and dynamic Compliance Manager, with a track record of undertaking all activities necessary to ensure compliance with FCA rules and best practice within a financial planning firm, 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.

HNW Wealth Planner

Exeter

£80k - £100k

We are representing a national wealth management and financial planning firm with a prestigious brand and award-winning client service proposition. Due to increased demand from existing and introduced clients, they have ambitions to enhance their geographical footprint in the South West by appointing a quality Senior Financial Planner with a demonstrable track record of winning new clients and developing long-standing, HNW client relationships. Based at one of their flagship offices, 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. In return, our client will offer an above market remuneration package, including a highly attractive bonus structure reflecting onboarding of clients and ongoing service, as well as full back-office support. If you are a dynamic and entrepreneurial Wealth Planner, with a loyal client following or possessing the ability to demonstrate how you can be an asset to the employer within the medium term, driven by providing a quality level of service with a business that puts the clients’ interests first, then please email your CV to cv@paulharpersearch.co.uk  quoting TS/510 or call Tim Terrell (01761 252 538) for an initial discussion.

Asset Modelling Operations Consultant

South UK (Home-Based)

Up to £60k To £60k + Bonus + Benefits

Our client is a young, fast paced growing FinTech company and leading UK provider of asset management, financial planning and advice technology. It is seeking an Asset Modelling Operations Consultant whose primary function is to ensure the health of the asset modelling systems including data feeds, reporting, database accessibility, software engineering, maintenance and assisting to productise services required by new clients.  They will also be encouraged to contribute to the continuous improvement of the systems. Ideal candidates will have an MSc or PhD in a relevant subject (mathematics, data science, computer science etc.) and the ability to use Linux/Unix, Python, Numpy, Docker and LaTex as well as a good understanding of Cloud computing. This is a fantastic opportunity to join a small, very supportive team who have built an established and market leading asset modelling capability. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: TD/511 or call Vicki Parker on 01761 252539 for an initial discussion.

Senior Financial Planner – £40m AUM to inherit

Inverness

£60k - £75k + Bonus (OTE £100k+) + Benefits

We have partnered with an expanding Chartered IFA firm that has a well-recognised brand and an outstanding reputation in Scotland. It is seeking a personable Financial Planner to inherit a £40m AUM client bank sourced from a recent acquisition. You will join a collaborative team and initially be expected to nurture the existing client bank before taking advantage of the extensive lead generation opportunities available to you to grow the portfolio and further develop the firm’s presence in Inverness. The successful Financial Planner will have a client centric approach, strong experience across all areas of advice and be pro-active in taking the client bank to the next level. In return, it is offering a highly supportive culture, full paraplanning and admin support, and an attractive remuneration package, including a basic salary from £60,000 and a bonus structure with an OTE of £100,000+. If you are a Chartered or Level 4 qualified Financial Planner working towards Level 6 status, and would like to be considered or are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk quoting TS/498 or call Tim Terrell (01761 252 538) for an initial discussion.

Strategic Account Manager

South West, England (Home Based)

Up to £65k Basic to £65,000 + Bonus (OTE £90k) + Company Car + Benefits

Our client is one of the UK’s leading Platform/Wealth Providers with an award-winning suite of platform-based Investment and Pension products.   It is seeking a dynamic, experienced and successful Business Development professional to build and maintain relationships with Key Regional Intermediary clients in a highly profitable region in the South West. Relationship management and the retention of substantial assets under administration as well as the development of new business will be a major focus. The role involves working at Director level and has the added attraction of acting as lead to a wider internal specialist team.  This is a fantastic opportunity to take the lead on an established base of supporting adviser firms, offering a business consultancy sales approach and promoting an Award-winning proposition. If you have extensive Platform sales experience, have the ability to manage a territory and the resource within it and are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893941 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).  

Senior Chartered Financial Planner – Financial Planning arm of leading EB firm

Central Belt, Scotland or London

Up to £90k To £90,000 Basic + Profit Share + Bonus + Benefits

We are partnering with a new entrant to the retail financial planning arena, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term. It is launching its division in early-mid 2021 due to its increasing demand from corporate clients for an individual financial planning service and to do its part in bridging the advice gap. It has a 10 year ambition to create a business with significant scale. Our client is seeking a dynamic, client-centric and entrepreneurial Chartered Financial Planner to help shape the direction of the company and build the business from the outset. You will benefit from extensive client generation support from in-house sources as well as opportunities to progress within the business. You will need to be able to demonstrate leadership capabilities, playing a key role in upskilling team members, whilst preferably possessing experience within the corporate market. This is an opportunity to be part of something big from the beginning and play a key role in helping build a market leading financial planning proposition. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell.

Senior DC Investment Consultant

Central London

Up to £90k Basic to £90,000 + Bonus + Benefits

Role: Senior DC Investment Consultant Location: Central London Salary & Package: Basic to £90,000 + Bonus + Benefits Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitious client facing Senior DC Investment Consultant to join its thriving, highly respected Defined Contribution Consultancy team.  The role requires an enthusiastic individual with experience of a consultancy environment specifically working with and advising DC pension scheme clients. Ideal candidates will have experience with Trust and Contract based schemes, excellent technical knowledge, business development skills and experience of new business pitches. You will be a team player with a commercial, forward-thinking approach If you are keen to build a successful career within a forward-thinking, team-orientated business where you will be recognised for your contribution and not lost in the crowd, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker on 07824 640540 for an initial discussion.

Exclusive Client – Independent Financial Planner – Fully Integrated Wealth Management Business

Nationwide

Up to £90k To £90,000 Basic (subject to acceptable business plan) + Volume Based Bonus + Full Benefits Package

Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships. As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (Accountants and Solicitors). You will be provided with extensive support including paraplanning, administration and lead generation, enabling you to maintain a high level of service whilst also growing your HNW client bank. The company offers flexibility in terms of both working hours and salary (employed and self-employed packages). This fantastic opportunity will suit Financial Planners who want to devote their time exclusively to their clients in the knowledge that the back-office function is taken care of. If you are a dynamic, self-motivated and client-focused Financial Planner, and want to find out more, then please call Tim Terrell on 01761 252 538 or send your CV to CV@paulharpersearch.co.uk referencing TS/893890.

Experienced Private Client Investment Manager with or without a team – South of UK (New Office)

Midlands & South

£k - £k Highly competitive performance-related salary with option for potential buy-out

Our client is an independent Discretionary Fund Manager with a track record of success in managing its clients’ Investment Portfolios and a reputation for offering the highest level of client service. With AUM of c.£300 million, it is keen to grow its investment capability and funds under management and is seeking a talented Investment Manager with experience of Active, Passive and ESG Model Portfolios to establish a new regional office in the South of the UK (or join one of the existing offices). Ideally, you will have expertise within the Private Client sector and the experience, appetite and drive to establish a new regional office and build an Investment team. This is a fantastic opportunity to make a positive impact within an established business with ambitions for growth. If you are interested, please send your cv to cv@paulharpersearch.co.uk quoting TX/893891 or call Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation.

Financial Planner - Chartered IFA Firm - Client Bank Provided

Hampshire

£45k - £60k

We are representing a well-established, Chartered Financial Planning firm 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 Planner to take over the advisory responsibility of an existing client bank, valued at c. £150,000 recurring annual income, while bringing new clients to the firm. Full paraplanning and administration support will be provided. This opportunity will suit an ambitious Financial Planner, who is Chartered or studying towards, that wants to work with a forward-thinking firm that shares their ambition and is keen to progress their career and accept increased responsibilities. The successful candidate will be a driven, articulate and personable team player with the ability to offer full holistic financial planning advice, with experience of using cashflow modelling software. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell.

Independent Financial Adviser

Glasgow

Up to £65k To £65k + Bonus (1st year OTE - £100k) + Pension + PHI + DIS + Share Option

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 cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell or John Hirst.

IFA Client Bank Required - Scotland

Central Belt - Scotland

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 cv@paulharpersearch.co.uk quoting reference TS/893692 or call Tim Terrell or Paul Harper on 01761 252538.

Chartered and Certified Financial Planners - London and South East

London & South East

Up to £80k Big company benefits package

  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 cv@paulharpersearch.co.uk marked TS/wealthmanagerLondon.

Chartered and Certified Financial Planners

UK Wide

£60k - £90k Bonus & Benefits

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 Tim Terrell.  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.   Not all Chartered firms are the same: Some specialise, others prefer to work with a wider group of HNW and UHNW clients. Some are restricted, some are whole of market. Some provide client banks of acquired HNW clients for their Advisers to manage, while others prefer to grow organically or provide leads.   Packages, while always competitive, can vary significantly. So, if you are among the industry’s unique band of Chartered or Certified Individuals, and are seeking an employed role, we can help you make the right career decision in 2018. On the other hand, you may already have your own clients. If you own your own company, we can offer even more choice: Some Chartered firms will buy your client bank now. Some will buy your client bank later. Some will offer an enhanced employed package.   Dealing with Paul Harper Search Chartered & Certified division, we can help you find the right opportunity for you. We will give you access to numerous opportunities that will not be advertised and as much of the work we carry out is done on an exclusive basis these vacancies will only be available through us. We have a number of roles throughout the UK. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.