TX/893733 Discretionary Investment Specialists (Intermediary Sales) Location: Home based, London Basic to £65K + Bonus + Car allowance + Benefits Our client is a specialist Discretionary Fund Manager and part of a vertically integrated Financial Services business. It is seeking an Investment Specialist with strong relationship management skills and extensive experience of presenting to both large and small audiences. Working alongside the company’s large adviser business, the successful candidate will be responsible for development of Investment sales within Central London and Hertfordshire and/or Kent, supporting advisers at a number of different offices through seminars, training sessions and client calls where appropriate. This is a fabulous opportunity to join a fast-growing Investment business by mentoring advisers and helping them to develop their Investment knowledge. The ideal candidate will have a background in Intermediary sales within the Wealth environment, ideally having gained exposure to DFM, Multi-manager or a Life Office environment with the ability to sell through others. Sound presentation skills are crucial, as is the ability to convey complex Investment stories in a plausible and concise manner. If you wish to be considered for this role, please send your CV to cv@paulharpersearch.co.uk quoting job reference TX/893733 or call Alison French or Tim Terrell on 01761 252 534

TX/893736 Senior BDM – Northern Home Counties (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the Northern Home Counties. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has  plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to cv@paulharpersearch.co.uk quoting Job Reference TX/893736 or call Alison French or Tim Terrell on 01761 252 538

A specialist in the Investment arena, our client is a market leader providing an award-winning proposition suite to the Advisory community for its High Net Worth clientele. It is seeking a well-qualified Taxation & Trust Specialist with strong technical ability to present as subject matter expert at networking and key partner events, providing market insight and educating the Intermediary community, as well as producing articles on legislative updates for publication.  The role also involves working closely with the sales team to provide technical support to their IFA clients. This is a fantastic opportunity to represent a leading wealth manager with a strong heritage and build a profile and reputation within the Intermediary community. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893724 to Alison French on 01761 252 534 or Tim Terrell on 01761 252 538

Business Development Manager (Investments & Tax Products) South West To £60k + Car Allowance + Pension + Uncapped Bonus (OTE to £97k)   Our client is an Investment Specialist with an excellent reputation. It is a leader in its field within the UK Intermediary market, and has a dynamic leadership team.  A fantastic opportunity has arisen to join the team to manage a quality panel within the South West region.   This is an opportunity for an energetic, ambitious BDM with an excellent track record in Wealth sales to maximise results from a quality panel that has huge potential for financial growth, and ultimately make their mark within the organisation.   To be considered you will need a demonstrable track record in the sale of wealth products through Intermediaries. Tax & Trust knowledge would be an advantage but is not a prerequisite.   If you are interested in this opportunity, please send your CV to cv@paulharpersearch.co.uk quoting TX/893725 or call Alison French on 01761 252 534 or Tim Terrell on 01761 252 538

TS/893720 Financial Planner Location: Devon Basic Salary up to £70,000 + bonus (OTE £120K) Fully employed package – clients provided   This is an exciting opportunity for an experienced Financial Planner to join one of the UKs largest financial services firms with an excellent brand. 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. Our client is looking for an experienced financial planning professional who has the clients interest at the heart. You will be given a sizeable bank of high net worth clients with significant funds under management 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 or call John Hirst or Brandon Hewitt-Hunt on 01761 252 533 for an initial discussion.

IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help.    For further details, please email cv@paulharpersearch.co.uk quoting reference TS/893692 or call John Hirst, Brandon Hewitt-Hunt or Paul Harper on 01761 252533.

TX/893712       Role: Telephone Account Manager Location: Manchester Salary and package: £32,000 Basic + Bonus (OTE £48,000) + Parking + Company Benefits Our client is one of the UK’s largest and most respected Product Providers with a market leading suite of Platform-based Investment and Pension products. Its offering has been well received by IFA’s and adopted by many leading players throughout the UK. It is seeking a confident, dynamic individual to join its highly successful Telephone Account Management team in Central Manchester to promote the sale of its Wealth/Platform proposition. Our client offers training and development, representing a fantastic opportunity for a driven individual with previous wealth advisory, customer service/sales experience to progress their career with a forward-thinking company. Working as a valued member of a cohesive team, you will manage your own panel of Intermediary Accounts. Diploma is advantageous but not a pre-requisite. If you are looking to make a name for yourself within Wealth sales, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893712 or call 01761 252 534 and ask for Alison French or Tim Terrell.

Protection Business Development Manager – South West/South Wales (Home-based) Basic to £48,000 + Bonus (OTE to £72k) + Company Car + Benefits Our client is a leading Protection provider offering a bespoke service to its High Net Worth Intermediary clients, with a focus on further extending its market share. It is seeking a talented, ambitious individual to take on a panel of quality Intermediaries in the South West and South Wales region. Protection sales experience is key, but good knowledge of Wealth and Investments would be a distinct advantage. This is a fantastic opportunity for a dynamic Financial Services field based, or an ambitious telephone based sales professional to take on a field role covering a territory for a major product provider. If you are interested, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893567b or call 01761 252 534 asking for Alison French or Tim Terrell.  

Senior Protection Business Development Manager (Home-based) – South West/South Wales   Basic to £50,000 + Bonus (OTE to £75k) + Company Car + Benefits Our client is a market leading Protection provider with particular expertise in Business Protection and a focus on further increasing its market share. It is seeking a successful BDM to offer a bespoke High Net Worth service to a top quality panel of Intermediaries with an established base of high supporting adviser businesses. Protection knowledge is key, and experience of Large Sums Assured would be a distinct advantage.  Equally, Wealth/Investment knowledge would be a benefit in terms of understanding IHT implications. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893567a or call 01761 252 534 (Alison French) or 01761 252 538 (Tim Terrell).

Chartered Financial Adviser Location: Gloucestershire Basic Salary: Up to £70,000 + potential equity stake Our client is a prestigious Chartered Financial Planning firm, seeking a highly ambitious, Chartered Financial Planner to join their successful team to manage and grow an established portfolio of High Net Worth clients. This is an excellent opportunity for a Chartered Financial Planner to join a fast-growing business, with the opportunity to acquire equity in the business. The successful candidate will be Chartered (or close to achieving this status), self-driven and motivated with the ability to offer bespoke financial planning advice and manage/develop client relationships. If you are interested, please call 01761 252 533 and ask for John Hirst or Brandon Hewitt-Hunt or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893616

TX/893690 EXCLUSIVE! Protection (HNW) Key Account Manager (North of England/Scotland) To £55k basic + Car + Bonus (OTE £80k) + Benefits This is an opportunity to join one of the UK’s most exciting FS New Ventures. Following its extremely well-received launch to the UK Intermediary market, our client is looking to expand its dynamic, highly skilled Protection sales team.  It is now seeking a successful Intermediary Protection sales individual to take on the role of Key Account Manager for the North of England and Scotland, with responsibility for forging strong relationships with its Strategic Partners.  Educating and promoting the proposition through regular presentations will be a key part of the role. The successful candidate will have experience of working with HNW clients/Wealth Managers and/or dealing at regional directorship level with Nationals and Network accounts. Experience of working with large cases and bigger sums assured would be a distinct advantage.   Individuals who have a Wealth Management or Advisory background would also be considered, provided they have the required Protection knowledge. If you are keen to join a progressive, high profile brand offering a unique proposition, please send your CV to cv@paulharpersearch.co.uk and mark it for the attention of Alison French or Tim Terrell or call 01761 252 538 quoting TX/893690.

Since launching to the UK Intermediary market, our client has gone from strength to strength. It is now seeking a highly driven, collaborative and successful Protection Business Development Manager to cover the Northern Home Counties region. You will be part of a dynamic sales team, responsible for driving new and existing business within a lucrative territory. If you are keen to join a progressive, high profile brand offering a unique proposition, please send your CV to cv@paulharpersearch.co.uk and mark it for the attention of Alison French or Tim Terrell or call 01761 252 538 quoting TX/893689.

Chartered and Certified Financial Planners- London and South East   What could you do with a small group of clients with £40m Assets under management? Our client, a leading wealth manager offers A typical client bank above An employed package with a high basic salary A reward package based on all fee income ( recurring and new) All paraplanning  and reports provided allowing you to spend time with clients Big company benefits package Opportunity to work from home or office in the City of London Ps the above, if managed properly is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Brandon Hewitt-Hunt or John Hirst on 01761 252 533 or send your cv to cv@paulharpersearch.co.uk marked TS/wealthmanagerLondon.

Are you an experienced Strategic Account Manager seeking a move? We have a number of clients who are seeking experienced Strategic Account Managers with quality key influencer relationships across Nationals, Networks and Service Providers nationwide. If you specialise in either Protection or Wealth and have a track record of negotiating at Head Office level as well as extensive presentation experience, give Tim Terrell, Alison French or Paul Harper a call on 01761 252 538 or send your cv to cv@paulharpersearch.co.uk quoting reference TX/NAM.

TX/893612  Senior BDM – North West (home-based) Basic to £80k + Car Allowance + Bonus + Benefits Our client is one of the UK’s top Discretionary Fund Managers and a leader in the Intermediary Market. It has rapidly increased funds under management in the last decade and places its IFAs at the heart of its proposition and service. It is now seeking a talented, experienced Intermediary sales professional with an excellent understanding of Investments and a network of strong IFA relationships in region to cover a territory spanning Manchester/Liverpool/North Wales. This is a fantastic opportunity to represent one of the UK’s premier Investment brands and build your profile and reputation within the Intermediary community. While Diploma or IMC would be useful, the most important requirement is the ability to build strong IFA relationships and the ambition, ability and attitude appropriate to represent one of the most respected companies in this sector. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893612 to Tim Terrell or Alison French or call us on 01761 252 538

TX/893662  Business Development Manager Home based - Scotland & Northern Ireland Basic to £80k + Car Allowance + Bonus + Benefits   Our client is an award-winning leading UK Investment Management firm with an extremely strong presence in the UK DFM market. The role involves generating business from IFAs across Scotland and Northern Ireland, with a home location in Scotland required. This is a superb opportunity for an ambitious Intermediary sales professional to take over an established territory and work within a highly dynamic sales team in region.  Strong existing IFA relationships are a prerequisite and the successful candidate will be self-motivated, pro-active and enjoy working in a fast-paced environment. Diploma or IMC would be an advantage, but it is essential that the individual has the drive, determination and attitude to successfully represent a market leading Investment brand. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893662 to Tim Terrell or Alison French or call us on 01761 252 538  

Senior BDM – East Anglia (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in Norfolk and Suffolk. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is a brand new role to the organisation, but involves covering a region that is already writing very good levels of business, with plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to cv@paulharpersearch.co.uk quoting Job Reference TX/893676 or call Alison French or Tim Terrell on 01761 252 538

  Our client are one of the UK’s biggest investment management providers for individuals, charities and professional advisers. They are currently seeking a Chartered Financial Planner (or one exam off Chartered status) to be based in Glasgow or Edinburgh. This is a senior role for an experienced and successful Financial Adviser who wishes to progress at a prestigious organisation, as such full paraplanning and administrative support will be provided to the successful candidate.   For further details, please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893664 or call Brandon Hewitt-Hunt or John Hirst on 01761 252 533

  This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning.    If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 533 and ask for Brandon Hewitt-Hunt or John Hirst.

  Our client is one of the UK’s leading Investment and Wealth Management companies, offering an award-winning service to its clients. They are offering a highly competitive salary and are seeking a successful Financial Adviser based in the UK. Full paraplanning and administrative support will be provided to the successful candidate. Chartered is desirable but certainly not a necessity.   For further details, please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893653 or call Brandon Hewitt-Hunt or John Hirst on 0117 920 0060.

SO YOU HAVE REACHED CHARTERED FINANCIAL PLANNER STATUS – NOW WHAT? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by our Associate Director, John Hirst ACII Chartered Insurer. Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 535 and ask for John Hirst or Paul Harper

This is an exciting opportunity to join a new Product Provider with an enviable financial backing for the high profile new product launch of the year! We have been exclusively retained by our client to seek dynamic Telephone Account Managers to work in newly refurbished offices in Reading. You will manage your own panel of Intermediary Accounts and our client offers opportunities for training and progression. This is a fantastic opportunity for a driven inddividual with previous customer service/sales experience within the Financial Services industry to join a forward-thinking comapny. If you are interested please send a copy of your cv to cv@paulharpersearch.co.uk quoting job reference TX/893603 or call Tim Terrell or Alison French on 01761 252 538 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 are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 533 and ask for Brandon Hewitt-Hunt or John Hirst.