Role: Business Development Manager, North of UK (Home-based role out of Scotland or North of England) Salary and package: Basic to £65,000 + Bonus (OTE to £90k) + Company Car + Benefits Our client is an award-winning Platform provider with a broad, market-leading solutions-based proposition and a long-term commitment to the UK market. As part of its growth plans, it is seeking a well-connected, experienced Platform sales individual with the drive and ability to win/develop Intermediary relationships across the North of the UK as part of a highly successful and ambitious team. The role benefits from a strong internal lead generation network, backed up by the successful incumbent’s existing relationships in region and therefore requires a hunter with the initiative to source new clients using the resources available to them. If you are seeking a fresh challenge and have the driven and ambition to succeed, please send your CV to email@example.com or call Alison French on 01761 252 534 or Louis O’Regan on 01761 252 533 for an initial discussion.
Managing Director Designate, East Midlands Reference TS/581 £100,000 Total Reward + Equity Our exclusively retained client is an ambitious and expanding Financial Planning business, which has reached a stage where it needs to appoint a leader of financial planning who has the potential to become Managing Director in the short-medium term. In addition to growing the capability of the Financial Planners, you will be involved in creating and implementing business development initiatives and challenging the status quo where necessary. This is a superb opportunity for an ambitious Sales Manager with a proven track record who is ready to take the next step into shaping the direction of an intensely client focused business. If you are interested in applying for this role, please contact Tim Terrell or Louis O’Regan on 0176 125 2538 quoting reference TS/581.
Our client is an award-winning Life Insurance provider backed by a leading UK Financial Services Group. As part of its strategy for growth, it is seeking to fill a newly created National Sales Manager role, to lead its dynamic office and field-based sales team to further success and increased market share. You will have strong leadership skills in managing and motivating high performance sales teams, and experience of devising sales strategies and initiatives. Knowledge of the Individual Protection arena would be an advantage. If you are an experienced manager looking to join a forward-thinking, highly ambitious business and are interested in finding out more, please email your CV to firstname.lastname@example.org or call Alison French on 01761 252 534 or Louis O’Regan on 01761 252 533 for an initial discussion.
Our client is an ambitious well-funded IFA Business, that is PE backed, and intends to grow through acquisition of a small number of high-quality Regional IFA Businesses. Our client used our Handpicked service, to land a Board position and key hire for their company.
Our client is ground-breaking Investment Manager that has changed the way investors access and use discretionary fund management. They used our exclusive service to successfully place a newly created Head of Risk role.
Our client is a Strategic Account within a well-recognised Network. Due to ongoing expansion, our client used our exclusive services to secure a Head of Paraplanning to play an important part in facilitating the growth ambitions of the company.
Our client is one of the best recognised Pension providers, and are in their growth strategy phase, in a bid to triple their size over the next 2 years. By using our headhunt services, our client was able to successfully place a Strategic Relationship Manager to develop and grow the relationships with key intermediary businesses.
Our client provides Retirement, Investment and Protection solutions to individuals, families, and companies. By using our services, they were able to successfully secure a Platform Adoption Consultant to work closely with the distribution team to support both them and the advisory firms with implementing the company’s platform to their business.
Our client provides world class Investment solutions and retirement expertise to institutions, individuals, and their Advisers. By using our specialist headhunt service, they successfully landed a Relationship Director to retain, develop and grow the pension plan assets and group members.
Our client has an enviable reputation in the Financial Services sector and, as part of its growth strategy, is seeking two BDMs to promote its Model Portfolio Service to Intermediary clients across the UK. It has a compelling proposition backed up by excellent brand awareness and extensive goodwill built up in the UK Advisory market for its wider services. The BDMs will be based in the South and North respectively and will have a experience in Intermediary sales, a focus on Wealth and an existing network of Adviser relationships in territory. Strong ability in both hunting and winning new business as well as ongoing account management is vital, as is experience of consultative selling. This represents a fantastic opportunity to be part of a forward-thinking team in an established business that is ambitious for growth. If you are interested, please send your cv to email@example.com quoting Ref: 608 or call Alison French on 01761 252 534
Is this you? You want a career not a job You want a recognised training scheme provided by experts and the opportunity to gain an industry recognised qualification You want to join an established company with an outstanding reputation in its field You want to work with top clients on important projects You want work/life balance where your evenings and weekends are your own. You want to avoid the daily commute and travel/parking costs associated with working in a big city. You want to work in a great environment as part of a great team You are bright, personable and have initiative Have the ability to build rapport over telephone The role Sourcing, attracting and securing candidates Use of telephone, internet search and database search to identify the best candidates in the market Engagement and rapport building with candidates and clients Working closely with an assigned Consultant Administrative duties including maintain and updating CRM system Networking on LinkedIn Working closely with and supported by a designated Search Consultant Candidate requirements: A Level qualifications Excellent telephone manner and interpersonal skills Confident working in a fast-paced environment Desire to develop and progress professionally Enjoys working as part of a friendly and dynamic team Personable, intelligent and ambitious Resourceful with the ability to use own initiative Willingness to learn about the Financial Services market We offer A career not a job A training scheme endorsed by the Recruitment & Employment confederation (REC) and time to study for it A 15-month Training programme provided by an external provider with a Nationally Recognised Recruitment qualification. Salary rise after 6 months and further rise to £25,000 + bonus on completion of qualification (approx 16-18 months) A 9am to 5.30pm working day A picturesque office environment in a Country house in Blagdon, North Somerset with free parking A great team with a 50/50 mix of youth and experience Exciting Executive Search projects working for Global fund Managers Wealth managers and Chartered financial Planning Businesses The opportunity to work with some of the biggest Financial services companies in the UK and across the Globe Who is Paul Harper Search and Selection? Paul Harper Search & Selection a leading Financial Services Search consultancy. We celebrated our 22nd anniversary (established in July 1999) We were shortlisted for best Banking/ Financial Services Recruiter at the 2019 Recruiter Awards We work as a team in supporting our clients (we don’t fight against each other) We offer great training, great support and great opportunities for career progression. We don’t work on low level, uninspiring, boring jobs, we work on Director and senior Management and specialist roles. A competitive salary with team-based bonuses and regular salary increases and career progression. Several members of our team have now successfully completed their training and progressed through to more senior roles.
We are working with a dynamic Financial Planning and DFM business with ambitious growth plans over the next 2 years. Our client is seeking a technically competent, commercial and engaging Compliance Manager to assist them in embedding a robust compliance regime and shaping their plans for business growth. The role will involve working alongside the Operations Manager, Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA. This opportunity provides an opportunity to work as part of an expanding business with scope for significant career progression. You will have experience in an IFA / Wealth Management practice and ideally some experience of DFM, be a minimum of Level 4 qualified and be open and willing to embrace change as the business grows. You will also be comfortable taking on SMF16 and SMF17 responsibilities. If you are an experienced and dynamic Compliance Manager, with a track record of undertaking all activities necessary to ensure compliance with FCA rules and best practice within a financial planning firm, and are interested in finding out more, please email your CV to firstname.lastname@example.org
We are seeking an experienced and ambitious Intermediary Sales professional to cover a panel of accounts in central London for one of the UK's top Discretionary Fund Management businesses. Basic (including car allowance) is to £93,000, and first-year expected income is up to £144,000, with a further increase in expected income to £170,000 at the end of year two. This is a fabulous opportunity for an ambitious Intermediary Sales professionals from a DFM or Life Co background and an ambition to build up their presence in London City / West End. The successful in-comer will be given a mix of supporting and non-supporting advisor businesses. For further details, please email me, email@example.com, for the attention of Paul Harper.
We are working with a dynamic Financial Planning and DFM business with ambitious growth plans over the next 2 years. Our client is seeking a Head of Client Engagement to design, implement and embed a high quality end to end client experience from onboarding new clients to the day to day management of the ongoing client relationships. This will include managing a team, defining policies and procedures, management of service charters, embedding service level agreements, managing change, client communications etc. Ideal candidates will have a relevant experience of client management technology, a strong understanding of Wealth or Asset Management and a modern and innovative approach to the client experience. You will be a strong and driven leader who engenders trust, and who works collaboratively to deliver customer excellence. If you feel you have the required skillset and experience, are Level 4 Diploma qualified (or willing to study for it) and are interested in finding out more, please email your CV to firstname.lastname@example.org or call Alison French 01761 252 534 or Laura Turnock 01761 252 537 for an initial discussion.
Our client is a market leading and award-winning DFM offering bespoke investment solutions to its clients. It is seeking a dynamic, experienced and successful BDM to take on a quality territory including Reading, Salisbury and the South Coast. This is a fantastic opportunity for a hunter with a consultative sales approach to continue the growth trajectory in the region and to make their mark within the business. Ideal candidates will be minimum Level 4 qualified with broad-ranging Wealth knowledge, the ability to understand and empathise with the Adviser community and a track record of success from either a Provider, Platform or Investment Management background. If you are a seasoned Financial Services professional with at least 8 years’ experience of the Intermediary sales arena and are interested in joining an ambitious business with a fantastic reputation, please send your CV to email@example.com quoting reference TX/518b or contact Alison French on 01761 252 534 or Laura Turnock on 01761 252537 for an initial discussion.
Our client is a market leading and award-winning DFM offering bespoke investment solutions to its clients. It is seeking a dynamic, experienced and successful BDM to take on a top-quality territory in the South West. This is a fantastic opportunity for a hunter with a consultative sales approach to continue the growth trajectory in the region and to make their mark within the business. Ideal candidates will be minimum Level 4 qualified with broad-ranging Wealth knowledge, the ability to understand and empathise with the Adviser community and a track record of success from either a Provider, Platform or Investment Management background. If you are a seasoned Financial Services professional with at least 8 years’ experience of the Intermediary sales arena and are interested in joining an ambitious business with a fantastic reputation, please send your CV to firstname.lastname@example.org quoting reference TX/518 or contact Alison French on 01761 252 534 or Laura Turnock on 01761 252537 for an initial discussion.
We are representing a national wealth management and financial planning firm with a prestigious brand and award-winning client service proposition. Due to increased demand from existing and introduced clients, they have ambitions to enhance their geographical footprint in the South West by appointing a quality Senior Financial Planner with a demonstrable track record of winning new clients and developing long-standing, HNW client relationships. Based at one of their flagship offices, the role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities. In return, our client will offer an above market remuneration package, including a highly attractive bonus structure reflecting onboarding of clients and ongoing service, as well as full back-office support. If you are a dynamic and entrepreneurial Wealth Planner, with a loyal client following or possessing the ability to demonstrate how you can be an asset to the employer within the medium term, driven by providing a quality level of service with a business that puts the clients’ interests first, then please email your CV to email@example.com quoting TS/510 or call Tim Terrell (01761 252 538) for an initial discussion.
Our client is an independent Discretionary Fund Manager with a track record of success in managing its clients’ Investment Portfolios and a reputation for offering the highest level of client service. With AUM of c.£300 million, it is keen to grow its investment capability and funds under management and is seeking a talented Investment Manager with experience of Active, Passive and ESG Model Portfolios to establish a new regional office in the South of the UK (or join one of the existing offices). Ideally, you will have expertise within the Private Client sector and the experience, appetite and drive to establish a new regional office and build an Investment team. This is a fantastic opportunity to make a positive impact within an established business with ambitions for growth. If you are interested, please send your cv to firstname.lastname@example.org quoting TX/893891 or call Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation.
So you have reached Chartered Financial Planner status – now what? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by Tim Terrell. Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you. Not all Chartered firms are the same: Some specialise, others prefer to work with a wider group of HNW and UHNW clients. Some are restricted, some are whole of market. Some provide client banks of acquired HNW clients for their Advisers to manage, while others prefer to grow organically or provide leads. Packages, while always competitive, can vary significantly. So, if you are among the industry’s unique band of Chartered or Certified Individuals, and are seeking an employed role, we can help you make the right career decision in 2018. On the other hand, you may already have your own clients. If you own your own company, we can offer even more choice: Some Chartered firms will buy your client bank now. Some will buy your client bank later. Some will offer an enhanced employed package. Dealing with Paul Harper Search Chartered & Certified division, we can help you find the right opportunity for you. We will give you access to numerous opportunities that will not be advertised and as much of the work we carry out is done on an exclusive basis these vacancies will only be available through us. We have a number of roles throughout the UK. If you are interested in finding out more, please email your CV to email@example.com, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.