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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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

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.

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

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.

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

We are seeking a Director Designate for an established and profitable Chartered Financial Planning Practice. Corporate Pension specialism would be an advantage, as well as a keen interest in Investments (Retail and Institutional). Competitive employed salary with potential for equity. To apply please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893525 or call 0117 920 006 and ask for Alison French or Tim Terrell.

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 the East and West, 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 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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

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.

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

At Paul Harper Search & selection we currently have vacancies for the beginning of the new year. We are looking for experienced Senior Managers and Directors. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting GEN/3948 or call Paul Harper or Alison French on 0117 920 0060 for a confidential discussion.

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