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Sales Manager - Financial Planning

London

Up to £75k + Bonus (OTE £110k) + Pension + Benefits

We have been exclusively instructed by our client, a leading National Wealth Management business. Our client is seeking a senior Sales Manager based in London to lead, coach and manage a team of HNW Financial Planners. Operating from the London office, 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 or someone looking to move across from Intermediary Sales, to work for one of UK’s premier financial planning businesses.  If you are a proven Sales Manager, either from a Financial Advisory or Intermediary Sales background, please email your CV to cv@paulharpersearch.co.uk quoting TS/893819 or call Tim Terrell (01761 252 538) for an initial discussion.

Telephone Account Manager (Bond and Pensions)

North of London

Up to £35k Upto £35k Basic + Bonus (OTB £24k) + Pension

This is a great opportunity to join a leading Financial Services firm on an initial 6 month Contract, although there is potential for this to become Permanent if desired.   Please give Brandon Hewitt-Hunt a call on 01761 252533 to discuss this further or send your CV to us confidentially on cv@paulharpersearch.co.uk FAO Brandon Hewitt-Hunt and he'll be in touch.

Business Development Manager - Home Based

South West

Up to £70k To £70k Basic + Uncapped Bonus (OTE £105k)

Business Development Manager Home based - South West To £70k Basic + Uncapped Bonus (OTE £105k) Our client is a leading UK wealth management business with a global parent and ambitious plans for growth within Intermediary distribution. It is one of the market’s fastest growing businesses in terms of people, assets and market share and offers a broad proposition suite, including Platform, Discretionary Fund Management, Pension and Investments. It is seeking a dynamic, ambitious Business Development Manager to manage a territory spanning the South West and Wales; the role will be responsible for both maintaining existing client relationships and generating new business from IFAs. The uncapped bonus scheme means you will be well-rewarded for your successes.  The successful candidate will have a proven track record of success and strong relationships in region; Diploma qualification is desirable. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893816 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533.

Independent Financial Adviser

Birmingham & Nottingham

£60k - £80k + Bonus (OTE £100k+) + Car Allowance + Bonus + Pension + Benefits

We are representing one of the most established IFA firms in the UK, that prides itself on building long-standing, consultative client relationships and providing impartial and holistic independent advice.   It is seeking an experienced Financial Planner (either Chartered or working towards), to join a highly successful team and assist with the continued growth of the firm. You will need to be a successful networker, with a strong track record of business development, and will benefit from readily available leads from established professional introducer relationships. 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 Lizzie Burns (01761 252 539) or Tim Terrell (01761 252 538) for an initial discussion.

Senior Business Development Manager

North East- Home Based

Up to £85k Basic to £85,000 + Bonus + Benefits (OTE to £135,000)

Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the 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 cv@paulharpersearch.co.uk quoting Job Reference TX/893815 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533.

Senior Financial Planner - Central Belt, Scotland

Glasgow / Edinburgh

£50k - £70k + Bonus + Benefits

This is an opportunity to join one of the UKs most exciting advisory businesses on a fully employed package with a client bank provided. There is no requirement to bring clients at outset and existing covenants will be honoured.  Our client is part of one of the UKs largest financial services firms with a global parent and intends to be at the forefront of the new model financial advice world. It is seeking a first-class Financial Planner to provide a holistic financial planning service to a group of affluent and high net worth clients. This is a senior role for an experienced financial planning professional. You will be given a sizeable bank of clients with significant funds under management and be expected to nurture and grow it, providing first class holistic planning. Candidates will be considered from a variety of backgrounds including bancassurance, wealth managers and IFAs but you will also have a proven track record in generating new business and ongoing fees from existing clients. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893806 or call Tim Terrell (01761 252538) or Lizzie Burns (01761 252539) for an initial discussion.

*COMING SOON* Senior Strategic Sales Role (Home-Based)

South-West

Competitive Basic and Bonus (OTE £100k+) + Company Car + Benefits

** Coming Soon** Senior Strategic Sales Role (Home-based) – South West Competitive Basic and Bonus (OTE £100k+) + Company Car + Benefits We are seeking experienced, successful Wealth sales individuals who would be interested in building and maintaining relationships with Key Regional Advisory clients in what is a highly profitable region in the South West. If you are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893803 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).  

Platform Sales Director

Home Based National Role

Up to £130k Car allowance + Benefits + bonus

Our client is a Global Financial Services Provider with a leading position in the UK Intermediary Market. It is in the process of developing a “Next Generation” Retail Platform Solution which will represent a step change within the UK Market and allow the company to reach out to new segments of the UK Intermediated market as well as initiate new strategic partnerships.   As part of this initiative it is seeking a talented and well connected Financial Services Sales professional to grow the business.     Key requirements for this role are, knowledge of the platform and retirement market, an extensive network of senior level contacts and experience in negotiating and account management at Head office level.   If you are a senior distribution professional with C-suite relationships and wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk , quoting reference TX/893775 or call Paul Harper or Alison French on 0117 9200060.

Investment Manager – Brighton

West Sussex

Up to £100k + Uncapped Bonus (OTE £160k) + Benefits

Our Client is a Discretionary Fund Manager and part of a global Wealth Management Company. This is a fantastic opportunity for an experienced Investment Manager to work for a well-known brand, which is growing rapidly within the market and is offering a very attractive package. This is a role which incorporates Portfolio Management and new Business Development. The successful candidate will inherit a portfolio of clients with AUM of £80m from the previous incumbent. If you are a Level 6 qualified, experienced Investment Manager, please send your cv to cv@paulharpersearch.co.uk quoting job reference ­­­­­­­­­­TS/893788, or call Alison French (01761 252 534) or Brandon Hewitt-Hunt (01761 252 533) for a confidential initial discussion.

Financial Adviser

Suffolk

Up to £60k Basic Salary to £60,000 + Car + Uncapped Bonus + Pension + Excellent Benefits Package – Expected Earnings £100,000

  Exclusive Opportunity!! *Financial Adviser* Location: Ipswich / Colchester Basic Salary to £60,000 + Car + Uncapped Bonus + Pension + Excellent Benefits Package – Expected Earnings £100,000 Our client is a National Advisory firm, with a well-recognised brand and an outstanding reputation for high standards of customer service. We have been exclusively retained by our client to seek a high-quality Financial Adviser to provide professional advice to HNW clients in Suffolk.  You will inherit, nurture, develop and grow an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong Professional Introducer arrangements that the firm has in place, providing further leads that are readily available. You will receive an attractive basic salary, excellent, uncapped bonus scheme alongside an outstanding benefits package. This is a fantastic opportunity for you to join a forward thinking and dynamic firm. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell

Senior BDM

Scotland

£65k - £85k Upto £130,000 OTE + Benefits

Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an ambitious, intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in Scotland. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has  plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to cv@paulharpersearch.co.uk or brandonh@paulharpersearch.co.uk quoting Job Reference TX/893776 or call Alison French or Brandon Hewitt-Hunt on 01761 252533.

Junior SIPP Consultant (BDM)

Home-Based South West

Up to £50k Basic to £50,000 + Car Allowance + Benefits + Bonus (OTE £75k)

Exclusive opportunity! Junior SIPP Consultant (BDM) – Home-based South West Basic to £50,000 + Car Allowance + Benefits + Bonus (OTE £75k) Our client is a leading SIPP provider with an award-winning proposition and a national presence and a growing base of supporting IFAs in the South West. As part of its growth plans, it is keen to appoint a hardworking and enthusiastic Junior SIPP Consultant in the South West. This is a fantastic opportunity for an experienced Administrator or Sales Support professional to progress to a field-based BDM role. Ideally based at or near one of the major cities (Bristol, Bath, Swindon, Cardiff, Exeter or Cheltenham), the successful candidate will have a good understanding of the IFA advice process, having worked as part of an IFA Business, Pension Provider or other Financial Services Provider. A good knowledge of SIPP and SSAS is not essential but will strengthen any applications. Our client offers a highly competitive salary with an attractive bonus as well as full induction and specialist product training where required. To apply for this role send you cv to CV@paulharpersearch.co.uk 

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.

Financial Planner

East Midlands (Nottingham/Derby)

Up to £70k Bonus + Benefits

TS/893737 Financial Planner Location: East Midlands (Nottingham/Derby) Basic Salary up to £70,000 + bonus (OTE £120K) + benefits Fully employed package – clients provided   This is an exciting opportunity for an experienced Financial Planner to join one of the UK’s largest financial services firms with a fantastic reputation in the market and a trusted brand. The business brings together Platform, Fund Solution and ongoing advice in a fully integrated and truly aligned model to deliver genuine customer value. Our client is seeking an experienced Financial Planner focussed on putting the client’s interests first. You will be given a sizeable bank of High Net Worth clients with significant Funds Under Management to nurture and grow through providing first class holistic planning. This is a senior role and if you wish to be considered, please send your CV to cv@paulharpersearch.co.uk or call John Hirst or Tim Terrell on 01761 252 538 for an initial discussion.

Senior Business Development Manager

Northern Home Counties (Home-based)

£65k - £85k Bonus + Benefits

TX/893736 Senior BDM – Northern Home Counties (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the Northern Home Counties. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has  plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to cv@paulharpersearch.co.uk quoting Job Reference TX/893736 or call Alison French or Brandon Hewitt-Hunt on 01761 252 533

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 John Hirst, Tim Terrell or Paul Harper on 01761 252538.

Chartered Financial Adviser

Gloucestershire

Up to £70k Basic Salary: Up to £70,000 + potential equity stake

Chartered Financial Adviser Location: Gloucestershire Basic Salary: Up to £70,000 + potential equity stake Our client is a prestigious Chartered Financial Planning firm, seeking a highly ambitious, Chartered Financial Planner to join their successful team to manage and grow an established portfolio of High Net Worth clients. This is an excellent opportunity for a Chartered Financial Planner to join a fast-growing business, with the opportunity to acquire equity in the business. The successful candidate will be Chartered (or close to achieving this status), self-driven and motivated with the ability to offer bespoke financial planning advice and manage/develop client relationships. If you are interested, please call 01761 252 538 and ask for John Hirst or Tim Terrell or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893616

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 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 cv@paulharpersearch.co.uk or call 01761 252 535 and ask for John Hirst or Paul Harper