If you are a Paraplanner, Administrator, Adviser or Account Manager (field or telephone based) with the ambition and knowledge to develop profitable working relationships with client IFAs, then this is the opportunity you have been waiting for! Our client is one of the UK’s largest and most respected Product Providers with a market leading suite of Platform-based Investment and Pension products. Its offering has been well received by IFA’s and adopted by many leading players throughout the UK. This is an opportunity to take over a panel of accounts in the South West. Platform knowledge would be a distinct advantage, as would the Diploma qualification, but this is not a prerequisite. If you are looking for an opportunity to take the next step in your career and you have a consultative sales approach, a can-do attitude and determination to succeed, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893614 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Basic of up to £45,000 + Bonus + Benefits + Free Parking The opportunity to join a young, friendly and ambitious team to work along side highly qualified and motivated Chartered Financial Planners. Main Duties to include: •Writing client suitability reports and ensuring that Report Templates are up-to-date. •Performing pension switching analysis. •Cashflow modelling. •Performing analysis on a client’s investment portfolio. •Overseeing administrator’s workflow and liaising with administrator to manage the team’s tasks. •Liaising with clients throughout the advice process and helping to manage the client relationship. •Liaising with the Chartered Financial Planner and Administration team to ensure that work is completed to enable the client to achieve their goals and objectives. •Performing Lifetime Allowance checks, Lifetime Allowance Analysis, Carry Forward Analysis. •Ensuring clear audit trail throughout the advice process so that any file reviews are passed. •Designing processes and circulating amongst staff. •To carry out fund research.                  Desirable: Level 4 Diploma or working towards. Paraplanning experience and experience of producing suitability letters. Experience of working in an IFA environment preferably Chartered. For further details, send your CV to cv@paulharpersearch.co.uk quoting reference TS/893615 or call John Hirst or Jasmine Greaves on 0117 92000 60  

This is a Director level role with potential to progress to future Managing Director for the right individual. Our exclusively retained client is successful Chartered Financial Planning Firm (IFA) with an enviable client list and a 20+ year track record of providing a first-class advice and service to its clients. As part of the firm’s succession plans it is seeking a quality driven Director to advise key clients personally and lead its Financial Planning team. We are seeking a high-quality adviser/practitioner with current or recent advisory experience looking after UHNW or corporate clients, ideally Chartered or Certified Financial Planner, Chartered Wealth manager (or significant progress towards). Additional Investment or pensions qualifications would be beneficial. There is no need to bring clients, but you must be an ambitious individual willing and able to contribute to the company’s future progress with significant and appropriate rewards. Should you wish to be considered for this role, please email your cv to cv@paulharpersearch.co.uk quoting ref TX/893609 or call Paul Harper, Tim Terrell or Alison French on 0117 9200060 for a confidential discussion.

This is an exciting opportunity to join a new Product Provider with an enviable financial backing for the high profile new product launch of the year! We have been exclusively retained by our client to seek dynamic Telephone Account Managers to work in newly refurbished offices in Reading. You will manage your own panel of Intermediary Accounts and our client offers opportunities for training and progression. This is a fantastic opportunity for a driven inddividual with previous customer service/sales experience within the Financial Services industry to join a forward-thinking comapny. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting job reference TX/893603 or call Tim Terrell or Alison French on 0117 920 0060 for a confidential discussion.

We are delighted to have been exclusively retained to fill this role.  This is an exciting opportunity to manage a sales team for a new product provider with an enviable financial backing for the high profile new product launch of the year! Our client is seeking an experienced Financial Services sales individual to manage a team of 10 desk-based Intermediary sales account managers. Previous exposure to the Intermediary market would be a distinct advantage, as would prior experience of telephone sales. If you have a background in Financial Services sales and experience of managing a team of sales individuals, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 quoting Job Ref: TX/893061 and ask for Alison French or Tim Terrell.

Trainee/Junior Financial Adviser (Diploma Qualified) - All clients provided Aberdeen A starting Basic from £30,000 to £45,000 + Company Car + Uncapped Bonus Scheme  - Once up and running Advisers are expected to earn at least £100,000! Our client, a National Financial Advice Company with over 100 Financial Advisers in the UK,  renowned for its high level of customer satisfaction, it is seeking a driven individual to join its Scotland team. Reporting to a locally based sales manager, the individual must be Diploma qualified. While experience as a Financial Adviser would be advantageous, the key requirement is the desire to help clients meet their financial ambitions and the drive to succeed in the wealth and protection arena.   The company is committed to training and career progression so the right individual will benefit from a supportive culture and manager. This is the perfect role for someone who is a Trainee/Junior Financial Adviser, administrator or paraplanner looking to take the next step up in their career.  It is an employed role, working for a National Business where all leads and mass affluent clients will be provided.  For further details, send your CV to cv@paulharpersearch.co.uk quoting reference TS/893554/trainee or call John Hirst or Jasmine Greaves on 0117 92000 60 

Our exclusively retained client has £500M+ Assets Under Advice & Management and an outstanding reputation within its specialist field. As a leader in its specialist field it is seeking a Corporate Pensions & Investment Director with the knowledge, gravitas and experience to provide specialist advice to its most important Corporate Clients while contributing to success at group level. As a key member of the Senior leadership team and potential future board member, this is an opportunity which would suit an ambitious individual ready to make a strategic step change in their career. If you are an ambitious financial planner with advanced pension qualifications and an interest in progressing to Board level in the near future, please send your cv to cv@paulharpersearch.co.uk or call Paul, Alison or Tim for a confidential discussion quoting ref TX/893598

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced Financial Services professional to ensure the successful development of Financial Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support Wealth Advisers to help them grow their business in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you have a strong track record in Financial Services, have a good understanding of the Advisory market, have experience of managing Advisers and Manager’s and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893593 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is an award winning Investment management group providing investment solutions to the Intermediary and Wealth Management markets with over £6 billion under management. As part of its continued growth strategy it is seeking talented, dynamic individuals to join its broker sales desk. Working as part of the regional sales team, you will develop profitable Adviser relationships  in order to contribute to the regional sales target. The role offers a fantastic  opportunity to gain exposure to the Fund sales market, and as the company aims to develop talent from within, it also offers the opportunity for potential future progression. Full training will be given, but if you have some knowledge of the Financial Services market and the desire and drive to succeed in a fast-paced sales environment, send your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Alison French or Tim Terrell.

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market. This is a role for a personable and professional qualified Financial Adviser to develop Introductions from the Internal Investment Management team. The ideal candidate will be able to demonstrate their ability to build relationships with Professional Introducers (Accountants, Solicitors or Investment Managers). The role provides full administration support & paraplanning. Full diploma is of course a minimum, preferably Chartered status. If you have the ability to understand and communicate advice practices and processes clearly and effectively, are personable and a fast relationship builder enabling the individual to engage quickly, and can provide first class financial advice, this is the ideal role for you. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893597 or call John Hirst or Jasmine Greaves for an initial discussion on 0117 9200060.

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market.   This is a role for a personable and professional qualified Financial Adviser to manage an existing HNW client bank, with the ability to build Professional Introducers (Accountants & Solicitors).   The role provides full administration support & paraplanning.   Full diploma is of course a minimum, preferably Chartered status.   If you have the ability to understand and communicate advice practices and processes clearly and effectively, are personable and a fast relationship builder enabling the individual to engage quickly, and can provide first class financial advice, this is the ideal role for you.   If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893542 or call John Hirst or Jasmine Greaves for an initial discussion on 0117 9200060.

We are seeking top Financial Advisers to provide professional advice to HNW clients in the Aberdeenshire for our retained client. It is an employed role, working for a National Adviser Business where all leads and clients will be provided. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. For details send your cv to cv@paulharpersearch.co.uk quoting reference TS/893554 or call John Hirst, Brandon Hewitt-Hunt or Jasmine Greaves on 0117 9200060.

Exclusive opportunity - Discretionary Fund Sales Manager   Our client is a successful Discretionary Fund Manager with c. £15B of funds under management and a variety of fund management awards. It is going through a period of strong market growth and its investment solutions range from model portfolios to full bespoke investment schemes and other specialist fund services. As part of its continued expansion in the IFA market it is seeking a Fund Sales Manager to promote its discretionary fund management offering to new and existing Intermediary relationships in a territory focused on Bristol and Bath, extending into the M4 Corridor, Devon, South Wales and Gloucestershire. This is an exciting opportunity to join a successful team with a superb offering and contribute to the company’s further success. To be considered for the role you will need to be an experienced Intermediary sales professional with a successful track record and the drive and ability to build new relationships. You will need to have an interest in Investments and experience of selling Wealth products through IFAs, probably utilising platforms. Level 4 Diploma qualification is required along with evidence of technical investment knowledge (IMC would be an advantage but is not a prerequisite). Strong presentation skills are essential. If you wish to apply, please send your cv to cv@paulharpersearch.co.uk quoting reference TX/893591 or call Alison French or Tim Terrell on 0117 920 0060.

We have been exclusively instructed by our client, a boutique pension consultancy with £multi Million assets under advice and fee income approaching £1 million. Following many successful years of providing outstanding service to its clients, the current owners are seeking to create a succession plan, working with a new Managing Director to successfully transition the business to the next generation over a realistic period of time. This is a once in a life time opportunity for an experienced Pensions Consultant to take the step up from Corporate employment to building a financial future for themselves and their family. Our client is seeking someone with the highest ethical values and technical skills able to advise large Corporate clients and Trustees on their pension schemes. There is no need to bring a client book, but it is vital that you share the firms values of providing a technically superior service with the utmost integrity to some of the UK’s largest employers whilst demonstrating a caring attitude to an outstanding and skilled staff within the business. Remuneration for this position will be basic salary + dividends from outset with an expected 6 figure income. In addition, the successful candidate will have the opportunity to further build their Equity position and therefore benefit from a substantial lump sum. If you are a successful Corporate Pensions Consultant with similar values and the belief that now is the time to step out from the large corporate and to take a tentative step in to business ownership, with Financial and Skills Support, this could be the opportunity for you. To find out more please submit your CV to cv@paulharpersearch.co.uk reference is TX/893525 and mark it for the attention of Paul Harper or Alison French. Or call 0117 929 0060 and ask for Paul Harper or Alison French.   

TX/4016 EXCLUSIVE! ***New Launch*** Protection Field Account Manager (home based - to cover North London and the Northern Home Counties). This is an exciting opportunity to join a new Product Provider, with an enviable financial backing for the high profile new product launch of the year! Competitive Basic salary and Benefits + Bonus + Company Car. For further information please send your CV to cv@paulharpersearch.co.uk, marked for the attention of either Alison French or Tim Terrell. Alternatively, you can call us on 0117 920 0060 for a confidential chat quoting TX/4016.

Our client is a UK Wealth Manager and part of a Global Financial Services organisation. It is seeking ambitious, driven Financial Advisers across the United Kingdom. This is an exciting opportunity to work with existing and new professional connections and will suit individuals who thrive on new business development. Full paraplanning and administrative support will be provided. Success will be rewarded with potential career progression to management level.  Salary package will be created on a bespoke basis for the right individual and there is flexibility around either employed or self-employed status. If you are ambitious and keen to progress your career with a forward-thinking organisation, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst quoting reference - TS/893583  

Our client is a UK Wealth Manager and part of a Global Financial Services organisation. It is seeking senior Financial Advisers to build and grow their own region, and wish to further their career by managing a team. In return, successful Advisers will earn a basic salary of up to 80k and an expected income of over 100k. It is essential for candidates to have experience in working with introducers. Client professional connections would be a distinct advantage but are not a pre-requisite. The role offers the potential of an excellent package for the right candidate. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst quoting reference - TS/893582  

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

  This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning.    If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Jasmine Greaves or John Hirst.

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £100,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Jasmine Greaves.

Our client is one of the UK’s largest and best-known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support inexperienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, supervision and development to ensure that Advisers provide high quality advice on an on-going basis.  If you are Diploma qualified with a strong track record in Financial Services and a good understanding of the Advisory market (perhaps as an Adviser) and wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893563 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

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 01179 200060 and ask for John Hirst or Paul Harper.

Our client is one of the UK’s largest and best known Wealth Management networks with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to oversee and manage the relationships with some of the company’s largest Business Units, whilst ensuring the successful coaching and development of new Advisers. This is an exciting opportunity to coach, mentor and support Wealth Advisers, building long term relationships. The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you at or near Diploma qualification and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893558 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

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 0117920060 and ask for John Hirst or Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893528.

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Paraplanners, Head of Paraplanning, Paraplanner Managers. Vacancies UK Wide to £60k + bonus + benefits. In challenging market conditions, the difference between top performers and others is even more marked.  Many Wealth Management and Investment Houses are keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure the services. Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location. If you would like to know more, please call , Sarah-Louise Parker on 0117 920 0060 or email your cv to cv@paulharpersearch.co.uk