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Providing effective recruitment solutions for the Financial Services sector since 1999

Providing effective recruitment solutions for the Financial Services sector since 1999

Great Businesses Need Great People

Great Businesses Need Great People

Keeping a watchful eye on Financial Services since 1999

Keeping a watchful eye on Financial Services since 1999

Latest Jobs

Business Development Manager

North West

Up to £70k + Car Allowance + Bonus + Benefits

Are you a successful desk-based Wealth sales professional seeking to progress to a field-based sales role? Our client is a leading UK provider with a broad suite of Wealth products including Platform, Investments and Pensions. In its drive to attract new talent, it is offering the opportunity for a successful Hybrid sales individual with good knowledge of the Wealth arena to progress into a field-based role. This individual will be part of the successful North West regional sales team and will be responsible for developing new and existing Adviser relationships. Whilst Level 4 Diploma is preferred, our client would consider an individual who is close to achieving full qualification. If you are ambitious, keen to progress your career into field sales and looking to join a company which develops its people, this could be the role for you. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting Reference 901 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 for an initial discussion. Salary and package: To £70,000 depending on experience + Car Allowance + Bonus + Benefits

Business Development Manager, Workplace Pensions

West Midlands, M5 Corridor

Up to £72k + Bonus + Benefits (total package to £104,000)

Our client has a fantastic reputation in the UK for providing award winning solutions in Workplace Pensions, Master Trusts and Auto-Enrolment. It manages more than £20bn of assets on behalf of over 5 million members. Due to ongoing expansion, it is seeking a Business Development Manager to promote its Workplace Pensions suite to Intermediary clients across the West Midlands / M5 Corridor. The incumbent will be responsible for driving and developing relationships with Corporate Advisers and IFAs, whilst maintaining and nurturing relationships with existing clients from the Auto Enrolment division of the firm. The focus will be on acquisition through implementing, refining and monitoring tactical business plans, ensuring that our client is positioned as a leading Workplace Pension provider and increasing investment FUM, APE and product sales, driving long-term business growth and promoting operational efficiency. The ideal candidate will have a background in Intermediary sales, with a focus on Workplace Pensions and an existing network of Intermediary relationships. Strong ability in both hunting and winning new business as well as ongoing account management is vital, as is the experience of consultative selling. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 894a or call Emily Morris on 01761 252529 for an initial discussion   Salary and package: to £72,000 Basic + Bonus + Benefits (total package to £104,000)

Employee Benefits Consultant

Home-based UK (ability to travel to London)

Up to £100k + Bonus + Excellent Benefits

We have been exclusively retained by a young, dynamic and highly creative full-service Employee Benefits Consultancy with an established and enviable reputation and a team and strategy in place to achieve further significant growth in the coming years. It is firmly established as a rising star in its market, led by a highly entrepreneurial leadership team and supported by a client-focused technology led proposition. As part of its ongoing growth plans, it is seeking an ambitious Employee Benefits Consultant with a strong strategic and consultancy focus to lead the account management of its existing key clients, acting as the face of the business. The role will also involve the onboarding and ongoing development of new clients. This is a brand new role, and a key hire to the business and will involve developing and deepening relationships with Corporate Accounts, as well as driving revenue through the promotion of the broad proposition suite. The individual will also take on responsibility for the oversight of a small team of Administrators. This is a fantastic opportunity for a tenacious, self-motivated individual to join a growing company and progress their career within Employee Benefits. The company is a thriving, fast-paced business with a fun, informal culture and offers a clear progression path. The successful incumbent will have the gravitas and credibility to make a positive impact with senior client stakeholders, a collaborate approach to working with colleagues, strong knowledge of Workplace/DC Pensions, and a successful track record within Employee Benefits. Level 4 Diploma in Financial Planning or working towards would be considered. If you are interested, send your CV to cv@paulharpersearch.co.uk quoting ref. 874 or call Emily Morris on 01761 252 529, or Alison French on 01761 252 534.   Salary and package: Basic to £100,000 + Bonus + Excellent Benefits

Transformation Director

Significant six figure basic plus bonus (plus Possible equity)

My client is an established vertically integrated Wealth management and Financial advice business with an excellent track record. The business has a collaborative respectful flexible culture designed to ensure it’s maximum effectiveness. Having grown through acquisition to a reasonable size over the past 2 decades, it has now received significant financial backing which will enable it to accelerate this growth over the next 5 years to  £25B AUA. With ambition like this it is seeking an exceptional individual to transform its target operating model, client investment proposition and execute the changes. Reporting to the COO, This is a challenging role which will suit an individual who has experience ambition and drive in equal measure. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk Ref PH/897 or call Paul Harper or Alison French on 01761 252534

Business Development Manager – Midlands

Midlands

Up to £75k + Bonus + Benefits (OTE to £100,000+)

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851/M or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534. Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Business Development Manager – North

North

Up to £75k + Bonus + Benefits (OTE to £100,000+)

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851/N or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Intermediary Relationship Manager | Platform, Wealth

South East (home-based)

Up to £85k

Our client is an award-winning UK Investment company and Asset Manager with a market leading Platform, owned by a highly profitable global parent. It is seeking an experienced, well-connected Intermediary sales professional to take on the continued development of a mature panel in the South London/South East region. The role requires a seasoned business development manager with a strong track record in Intermediary sales and the ability to maintain and expand business through existing client relationships. Platform sales experience would be a distinct advantage and experience of using a consultative sales approach is vital. This role represents a fantastic opportunity for an ambitious business development professional to make their mark and reap the rewards of their success. Level 4 Diploma is preferred, or actively working towards. If you are interested in finding out more about this opportunity, please send your CV to cv@paulharpersearch.co.uk quoting reference 896 or call Alison French on 01761 252 534, or Emily Morris on 01761 252 529 for an initial discussion. Salary and package: Basic to £85,000 + Excellent Car Allowance + Bonus + Benefits (OTB to £140k+)

Financial Services Actuarial Team Manager | AIA or FIA Qualified

Thames Valley area

Basic Salary (flexible subject to the degree of experience) + Bonus + Benefits

Our client is a fast paced, growing, market leader FinTech company and UK provider of financial planning and advice technology. As part of its expansion plans, it is seeking an AIA or FIA qualified Actuary with a minimum of 5 years’ Financial Services experience to lead a team of Actuarial Consultants, with responsibility for oversight and sign-off of all ongoing and new projects, many of which are based around stochastic modelling. This is a key hire for the business and will involve working with internal stakeholders, including software developers, across a range of projects. Whilst neither is a prerequisite, an understanding of technology and/or Pensions would be an advantage (Pension legislation is mixed in with the modelling). The role will also involve ensuring all projects remain on track, providing consultancy to the client post project-delivery, and handling client queries. The vacancy represents a fantastic opportunity for a qualified Actuary with experience of signing off projects to broaden their skillset by stepping into the world of cashflow modelling, manage a team and multiple projects with a commercial client focus. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: 891 or call Alison French on 01761 252534 for an initial discussion.

Financial Planner – Equity Opportunity

Hampshire

Up to £75k + Bonus (£100,000+ 1st year earnings) + Share Options + Benefits

We have been exclusively retained by an established independent financial planning firm with an enviable reputation of building strong, respectful client relationships and providing goal-based financial advice, underpinned by cashflow modelling. Being at full capacity, our client is looking for an ambitious and personable Financial Planner (Chartered or working towards) to inherit a client bank generating in excess of £300,000 ongoing income. You will work with a diverse portfolio of existing mass affluent and HNW clients, with a view to retaining and nurturing AUM by providing comprehensive, holistic financial planning service to a diverse range of new and existing clients to meet their individual needs and circumstances. Dedicated administrative and sophisticated paraplanning support is providing, enabling you to optimise the time spent serving the clients’ needs. You will join a collaborative team and be expected to grow and develop the client bank by taking advantage of the extensive lead generation opportunities available via diverse sources including professional introducers, referrals, and a sophisticated and proven marketing strategy. To succeed in this role, you must hold the Level 4 Diploma in Financial Planning (CII, CISI or LIBF) and possess a proven track record of proactively adding value to an existing portfolio of clients, as well as converting strong leads. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. It is desirable that candidates have experience utilising cashflow modelling software, particularly Voyant. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 898 or call John Anderson on 01761 252 537  for an initial discussion. Salary and package: £75,000 Basic + Bonus (£100,000+ 1st year earnings) + Share Options + Benefits

Hybrid Platform Business Development Manager

Home-based in Yorkshire

Up to £55k + Car Allowance + Bonus (up to a maximum of £90,000 total earnings) + Benefits

Are you a successful desk-based Platform/Wealth sales professional seeking to progress to a field-based sales role? Our client is a leading UK provider with a broad suite of Wealth products including Platform, Investments and Pensions. In its drive to attract new talent, it is seeking a successful, dynamic intermediary sales professional to take on a mature panel covering Yorkshire. The role is hybrid, with a mix of telephone and field-based client contact. The role will involve both developing new IFA relationships as well as managing existing ones. Broad Wealth knowledge, with an understanding of Platform, is essential. Whilst Level 4 Diploma is preferred, our client would consider an individual who is close to achieving full qualification. If you are ambitious, keen to progress your career and looking to join a company which develops its people, this could be the role for you. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting Reference 846 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 for an initial discussion. To £55,000 depending on experience + Car Allowance + Bonus (up to a maximum of £90,000 total earnings) + Benefits

Business Development Manager, Workplace Pensions

West Midlands | M5 corridor

Up to £60k + Bonus (uncapped; £20,000 OTB) + Benefits

Our client has a strong track record of providing Pension solutions for over 75 years with award winning solutions in workplace pensions, master trusts and auto-enrolment. It manages more than £20bn of assets on behalf of over 5 million members. Due to ongoing expansion, it is seeking a Business Development Manager to promote its workplace pensions suite to intermediary clients across the West Midlands / M5 Corridor. The incumbent will be responsible for driving and developing relationships with Corporate Advisers and IFAs, whilst maintaining and nurturing relationships with existing clients from the Auto Enrolment division of the firm. The focus will be on acquisition through implementing, refining and monitoring tactical business plans, ensuring that our client is positioned as a leading workplace pension provider and increasing investment FUM, APE and product sales, driving long-term business growth and promoting operational efficiency. The ideal candidate will have a background in intermediary sales, with a focus on workplace pensions and an existing network of intermediary relationships. Strong ability in both hunting and winning new business as well as ongoing account management is vital, as is the experience of consultative selling. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 894a or call Emily Morris on 01761 252529 for an initial discussion.   £60,000 Basic + Bonus (uncapped; £20,000 OTB) + Benefits

Intermediary Technical Specialist, Taxation and Trusts | National

National

Up to £90k + Bonus + Benefits (OTE c.£100,000)

Our client is a leading product provider with a competitive range of Offshore Wealth products. It is seeking a highly technical Tax & Estate Planning Specialist with a deep understanding of the legislation surrounding this area, to support its intermediary Sales professionals across the UK. This is a field-based role involving the provision of technical support to IFAs via the business development team. Key to the role is the creation and delivery of tailored technical content through seminars, workshops and webinars, as well as acting as the technical face of the business to the media. If you have an excellent knowledge of Taxation and Trusts, highly developed presentation skills, the gravitas to make a positive impact with Advisory clients and the ability to simplify complex information, please do get in touch to find out more. Send your CV to cv@paulharpersearch.co.uk (quoting Ref. 888), marked for the attention of Alison French or call on 01761 252 534. Basic to £90,000 + Bonus + Benefits (OTE c.£100,000)

Business Development Manager

England (flexible on location)

Up to £75k

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to win new IFA clients as well as develop existing relationships. The business offers structured career progression and an environment where success will be rewarded both financially and in the longer term through upward progression within the business. If you are an ambitious individual with excellent business development skills and a highly motivated mindset, send your CV to cv@paulharpersearch.co.uk quoting Job Reference 851 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 Basic to £75,000 + Bonus + Benefits (OTE to £100,000+)

Business Development Manager – Investment Platform

London & South (home-based)

Up to £100k

Our client is a leading well-funded Investment Platform with ambitious growth plans, a unique technology led proposition and a commitment to doing things differently that is proving highly attractive to Intermediaries. It is seeking an experienced BDM to take on a flagship panel in the London and South region. Working alongside a highly experienced hybrid sales colleague, the role will involve a mix of broadening existing relationships and developing new client business. This represents a fantastic opportunity for a well-connected, dynamic Intermediary sales individual with a strong consultative sales edge and the experience and professionalism to build trusted Adviser relationships. The ideal candidate will have broad Wealth expertise across Investments and Pensions. Prior Platform knowledge would be an advantage but is not a prerequisite. If you are interested, please call Alison French on 01761 252 534 or Emily Morris on 01761 252 529 for a confidential conversation or send your CV to cv@paulharpersearch.co.uk quoting reference 886.   Basic salary to £100,000 for exceptional candidates + Uncapped Bonus (OTB to £60,000) + Car Allowance + Benefits

Senior Corporate Pensions Development Manager

Nationwide

Up to £100k + Bonus + Car Allowance + Benefits

Our client is a leading UK Pensions provider with a strong reputation in the Corporate Pensions arena, built on fantastic service and implementation support. As part of its growth strategy, it is strengthening its Workplace proposition and investing in its business development team. It is seeking a senior Corporate Pensions Business Development Manager with extensive experience of the Workplace Pensions arena and strong connections with EBCs and Corporate Advisers to join its expanding team. The successful individual will have the gravitas and experience to operate at senior stakeholder level and will have a track record of success within a leading Workplace Pensions provider, either currently or historically. Possessing a hunter mentality, this individual will focus on winning new clients, deepening existing relationships and developing occasional supporters. The role will also involve supporting beauty parades, providing specialist education and support to the wider business development team and working closely with the senior leadership to influence decision-making in proposition and approach to market. The role represents a fantastic opportunity to reap the financial rewards of your success within a dynamic, highly motivated Workplace sales team. Please send your CV to cv@paulharpersearch.co.uk (quoting Ref: 876) or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534.   Basic c.£100,000 + Bonus + Car Allowance + Benefits

Regional Director, Financial Planning - South East

South East

Up to £120k + Bonus + Equity Potential

As part of ongoing expansion plans, our client, a national Chartered and Independent Financial Planning firm, is seeking an energetic and innovative financial planning leader. The role will involve full strategic and budget responsibility for an intensely client focused and highly successful team of HNW Chartered Financial Planners, some of whom are responsible for £1m+ annual income. The dynamic and highly entrepreneurial senior leadership team are seeking a like-minded individual to take the region to the next level. Responsibilities include achieving commercial objectives, growth planning and people development, via 1:1s, tailored coaching and client observations (not T&C). This is a key hire for the business, requiring a strong and adaptable leader, capable of developing, implementing and managing the strategic direction of the region, encompassing organic growth, profitability targets and client outcomes. Candidates must have experience in managing teams of financial planners, and possess significant levels of credibility, gravitas and enthusiasm to gain respect. The ability to construct solutions and deliver plans against multiple objectives is therefore a prerequisite, and candidates will preferably have experience of budget and P&L management. Qualified to Level 4 is essential, although Chartered is preferred. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference ‘Ref 868’ or call Tim Terrell on 01761 252538 or John Anderson on 01761 252537 for a confidential discussion. Salary:  To £120,000 + Bonus + Equity Potential

Business Development Director, Investments

Scotland (home-based)

Up to £85k + Car Allowance + Bonus (OTE £125k+)

We are seeking an experienced and highly skilled Business Development Director to join a leading discretionary investment management company and contribute to its continuing growth. It offers a bespoke model portfolio service to the Intermediary market and benefits from the institutional resource and rigour that comes from being part of one of the UK’s leading actuarial, pension, investment and benefit consultancies with over £300bn+ in assets under influence.  The business has already accumulated significant assets through partnering with key advice firms to deliver their CIP, offering a bespoke MPS solution that integrates with an adviser’s existing platform and risk profiler.   Having successfully generated significant AUM to date, as part of its ongoing expansion plans, it is seeking an experienced, well-connected Business Development professional in Scotland with a detailed understanding of Investments and a consultative sales approach. You will have a track record of winning big deals and developing strategic relationships with key, high quality Intermediary clients. A good knowledge of smaller, highly entrepreneurial adviser firms with big growth plans in region would also be an advantage. This is a fantastic opportunity for a tenacious, driven individual with an extensive network of connections and the ability to win and develop profitable client relationships to join a small, highly dynamic team and be part of a growing organisation within a specialist arena. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting Reference 852 or call Tim Terrell on 01761 252 538 or Alison French on 01761 252 534 for an initial discussion. Salary and package:        To £85,000 + Car Allowance + Bonus (OTE £125k+)

Hybrid Platform Business Development Manager

Home-based in the South West

Up to £55k + Car Allowance + Bonus (up to a maximum of £90,000 total earnings) + Benefits

Are you a successful desk-based Platform/Wealth sales professional seeking to progress to a field-based sales role? Our client is a leading UK provider with a broad suite of Wealth products including Platform, Investments and Pensions. In its drive to attract new talent, it is offering the opportunity for a successful desk-based sales individual with good knowledge of the Platform arena to progress into a hybrid sales role, spending 2 days a week in the field visiting clients. This individual will be part of the successful South West regional sales team, managing their own Accounts and working alongside a highly experienced fully field-based colleague to continue success in the region. Whilst Level 4 Diploma is preferred, our client would consider an individual who is close to achieving full qualification. If you are ambitious, keen to progress your career into field sales and looking to join a company which develops its people, this could be the role for you. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting Reference 845 or call Emily Morris on 01761 252 529 or Alison French on 01761 252 534 for an initial discussion.   To £55,000 depending on experience + Car Allowance + Bonus (up to a maximum of £90,000 total earnings) + Benefits

Financial Planner

Lisbon

£60k - £k €60,000 Basic + Bonus + Relocation Allowance + Equity

We have been exclusively instructed by our client, an established, specialist UK Financial Planning firm that has earned a reputation as the leader in providing high quality financial advice to British and Irish expats that have relocated to Southern Europe. They are seeking Financial Planners as a result of succession planning for existing Directors and due to extensive new client demand in the Portugal. Our client is seeking Financial Planners that want to “change their life but not their careers”, and relocate either with their family or independently to one of the key offices where an existing Director has stated their intention to retire within the next 5 years. You will therefore be responsible for inheriting the Director’s clients and network, whilst also benefitting from extensive lead generation support. This is via a highly sophisticated marketing strategy that attracts mass affluent and HNW British and Irish expats. On average, advisers receive 8-9 qualified leads per months and receive dedicated, specialist back-office support. The position provides a genuine opportunity to consistently earn in excess of €140,000 per year, with the highest earning Directors earning between €400,000-€500,000 plus equity. The position is employed, but you will have the option to become self-employed in the future. To be considered, you must be a CII qualified Chartered Financial Planner or Level 4 qualified with 5+ years’ experience as a Financial Planner. Full training and relocation support is provided.   €60,000 Basic + Bonus + Relocation Allowance + Equity

Senior Financial Planner – Essex | hybrid working

Essex

£60k - £75k + Bonus + Benefits

We have been exclusively instructed by a prestigious Financial Planning firm with discretionary permissions, that is seeking a Senior Financial Planner (preferably Chartered) to inherit the majority of a long-standing client-bank from a Managing Director, who plans to retire in early-2024. You will be responsible for managing £300,000 from c.150 households, and benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs. 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. This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be dynamic, ambitious and energetic Financial Planners with an appetite to grow with a company. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference 827 or call Tim Terrell on 01761 252538 or John Anderson 01761 252 537 for an initial conversation. £110,000 1st year earnings (basic + bonus) + Benefits

Financial Planner – Southern Europe

Spain, France or Portugal

Up to £60k + Bonus + Relocation Allowance + Equity

We have been exclusively retained by our client, an established, specialist UK Financial Planning firm that has earned a reputation as the leader in providing high quality financial advice to British and Irish expats that have relocated to Southern Europe. They are seeking Financial Planners as a result of succession planning for existing Partners and due to extensive new client demand in France, Spain and Portugal, particularly in the French Alps, Canary Islands and Costa del Sol. Our client is seeking Financial Planners that want to “change their life but not their careers”, and relocate either with their family or independently to one of the key offices where an existing Director has stated their intention to retire within the next 5 years. You will therefore be responsible for inheriting the Partner’s clients and network, whilst also benefitting from extensive lead generation support. This is via a highly sophisticated marketing strategy that attracts mass affluent and HNW British and Irish expats. On average, advisers receive 8-9 qualified leads per months and receive dedicated, specialist back-office support. The position provides a genuine opportunity to consistently earn in excess of €140,000 per year, with the highest earning Directors earning between €400,000-€500,000 plus equity. The position is employed, but you will have the option to become self-employed in the future. To be considered, you must be a CII qualified Chartered Financial Planner or Level 4 qualified with 5+ years’ experience as a Financial Planner. Full training and relocation support is provided. Salary and package:        €60,000 Basic + Bonus + Relocation Allowance + Equity

Chartered Financial Planner – HNW Financial Advice

London (Bank)

Up to £100k + Bonus + Benefits

We have been exclusively retained by a modern, independent, Chartered Financial Planning firm with an established reputation in the City, that is seeking a Senior Financial Planner in London as a result of succession planning and client demand. Our client has ambitious growth plans to double the level of AUM within 5 years via highly selective acquisitions and organic measures, which is bolstered by a sophisticated and bespoke marketing strategy that attracts very high-quality leads (HNW individuals with £1m+ investable assets). The business also has a strong and growing presence within the professional community, and has forged relationships with several introducers that refer clients. However, it currently lacks the capacity to handle the new client demands this generates. On top of this, the firm’s CEO and founding director is seeking to significantly reduce their financial planning responsibilities, and therefore is seeking someone to inherit a portion of their portfolio (£350,000 ongoing income). This consists predominantly of HNW business owners and entrepreneurs. This opportunity will suit an experienced Chartered Financial Planner that possesses the ambition to help shape the direction and development of the company, and contribute strategically to its growth plans. It is therefore seeking someone that has the creative, entrepreneurial nature and ambition to assist in reaching this goal. The Managing Director also wants to encourage someone to develop their own specialism, and they will receive dedicated, bespoke marketing support to get it off its feet. Candidates must have strong knowledge and experience providing holistic advice on complex cases including Tax Planning, Tax Advantage Investments, IHT Planning and Pension Planning. £100,000+ Basic + Bonus + Benefits

Financial Adviser - Tenerife

Tenerife

Up to £60k + relocation allowance + all visas paid + bonus (OTE €140,000 in year two)  

Would you prefer to be advising high net worth clients in Tenerife? Exclusive retained role   Well-paid, secure opportunity for an Experienced UK qualified Financial Adviser €60,000 pa basic salary + relocation allowance + all visas paid + bonus (OTE €140,000 in year two)   As an experienced UK Chartered financial planner (or close), you have worked hard to qualify, and now your skills are in demand. You have honed your experience and earned appropriate rewards. Many would envy your lifestyle, but you think there must be more to life. ……If only you could use your skills in warmer climes! Our client is a long established, large multi-National International Tax & Financial Planning business employing UK & Irish qualified Financial Advisers to give Tax Planning Advice to wealthy British & Irish Ex-Pat clients “in situ” across southern Europe. A rare opportunity has arisen for a Financial Adviser to work in the Tenerife office, reporting to the Country Regional Manager and working in the office alongside a small team of colleagues. This is no ordinary Advisory role. You will be given a competitive basic salary with all visa costs paid as well as a relocation costs for you and your family, backed by a fabulous infrastructure of tax planners and other support staff. You will also be given plenty of time to settle in, with no fee expectation in year 1. Your role is to be a trusted Financial Planner within the local UK & Irish ex-Pat community, developing relationships with and advising wealthy new clients already in the country or in the process of relocating abroad (often as they retire). Since Brexit, many UK Ex Pats who never had to worry about tax before, are having to register with and learn to adapt to new local tax regimes with all the complexity that involves. Not surprisingly, our client is receiving a high volume of enquiries which are expected to continue for many years. The right candidate will be an experienced UK or Irish Financial Planner ideally with Chartered Financial Planning status or Level 4 Diploma plus a minimum of 5 years advisory experience. You will be great at building client relationships and converting leads from a number of sources including local companies sponsored events. The company has a long-established sourcing model for lead generation and referrals. Self-sourcing will also be important. If you would like to learn more about our exclusively retained adviser vacancy in Tenerife, contact Tim Terrell on 01761 252 528 or John Anderson on 07880 795 480 for a confidential discussion or send your CV to cv@paulharpersearch.co.uk quoting ref 815

Financial Adviser - French Alps

Annecy, French Alps

Up to £60k + Relocation Allowance + all visas paid + Bonus (€140,000+ expected earnings in year two)

Would you prefer to be advising high net worth clients in Annecy, French alps? Exclusive retained role Well-paid, secure opportunity for an UK or Irish qualified Financial Adviser €60,000 pa Basic Salary + Relocation Allowance + all visas paid + Bonus (€140,000+ expected earnings in year two) As an experienced UK Chartered Financial Planner (or close) or Irish Financial Adviser, you have worked hard to qualify, and now your skills are in demand. You have honed your experience and earned appropriate rewards. Many would envy your lifestyle, but you think there must be more to life. Our client is a long established, large multi-National International Tax & Financial Planning business employing UK & Irish qualified financial advisers to give tax planning Advice to wealthy expat clients “in situ” across Southern Europe. A rare opportunity has arisen for a Financial Adviser to work in the Annecy office, in the French Alps, reporting to the Country Manager and working in the office alongside a small team of colleagues. This is no ordinary advisory role: you will be given a competitive basic salary with all visa costs paid as well as a relocation costs for you and your family, backed by a strong infrastructure of tax planners and other specialist support staff. You will also be given plenty of time to settle in, with no fee expectation in year 1. Your role is to be a trusted Financial Planner within the local UK & Irish expat community, developing relationships with and advising wealthy new clients already in country or in the process of relocating abroad (often as they retire). Our client markets extensively to the core clientele. Each European office also provides networking opportunities by sponsoring local events for expats. These represent a major source of clients. A typical enquiry will be from an individual or couple planning to retire abroad and those who have already done so. They will typically have €2-€5M to invest.  Since Brexit, many UK expats who never had to worry about tax before, are having to register with and learn to adapt to new local tax regimes with all the complexity that involves. Not surprisingly, our client is receiving a high volume of enquiries which are expected to continue for many years. You will be great at building client relationships and converting leads from a number of sources, including local company sponsored events. The company has a long-established sourcing model for lead generation and referrals. Self-sourcing will also be important.  The right candidate will be an experienced UK or Irish Financial Planner ideally with Chartered FP via the CII status or Level 4 Diploma plus a minimum of 5 years advisory experience. If you would like to learn more about our exclusively retained adviser vacancy in Annecy, contact Tim Terrell on 01761 252 528 or John Anderson on 07880 795 480 for a confidential discussion or send your cv to cv@paulharpersearch.co.uk quoting ref 815

Chartered Financial Planner – Professional Practice based Wealth Manager

Cheshire

Up to £80k + Bonus (£100,000+ 1st year earnings) + Benefits

We have been exclusively instructed by our client, the Financial Planning arm of an established Accountancy Practice based in Cheshire. Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances. You will also inherit an existing, sizeable client bank, and benefit from readily available, high quality mass affluent leads from an established sister company. You will need to build strong, trusting relationships with the Partners and Senior Associates within the Accountancy firm. Full paraplanning, administration and marketing support is provided. To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk  or call Tim Terrell (01761 252 538) or John Anderson (01761 252 537) for an initial discussion.   £80,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

Chartered Financial Planner, Professional Practice based IFA

London, North of Thames

Up to £75k + Bonus (£100,000+ 1st year earnings) + Benefits

We have been exclusively retained by a charity-owned Chartered financial planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice.  Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to a diverse range of new and existing clients to meet their individual needs and circumstances. You will inherit local, mass affluent clients from as well as benefitting from readily available, high quality leads from its exclusive introducer relationships and established affiliations with professional associate partners. You will benefit from dedicated administrative and sophisticated paraplanning support, enabling you to optimise the time spent serving the clients’ needs. To succeed in this role, you must have a strong track record of converting strong client leads, whilst also adding value to an existing portfolio of clients. You will also be comfortable advising on specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be dynamic, ambitious and energetic Financial Planners with an appetite to grow with a company. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference 754 or call Tim Terrell (01761 252538) or Emily Morris (01761 252529) for an initial discussion.   Salary and package:        To £75,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

WE ARE HIRING - Trainee Recruitment Consultant

Blagdon, BS40 7RE

£18k - £22k

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.