We are working with a reputable, financial planning firm in the South, that is supported by a private equity backed national IFA business. Our client is seeking a Senior Financial Planner to inherit and develop an existing client bank from a retiring Director. The portfolio generates £250,000 recurring annual income and predominantly consists of mass affluent and HNW Business Owners and Directors that are accumulating wealth. A multi-faceted role, you will need to be adept at self-generating leads and developing new business opportunities, whilst benefitting from extensive new client acquisition opportunities via referrals and incoming leads from an established introducer network. This position provides an opportunity to work as part of an expanding business with scope for significant career progression; there are prospects within this role to lead and supervise a team of Financial Planners across the South-East, supporting them to achieve objectives by providing supervision and mentoring. 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. Previous management experience is desirable but not a prerequisite. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call Tim Terrell (01761 252 538) or Finn Greaves (01761 252 537) for an initial discussion.

Paul Harper Search & Selection is a leading Financial Services Search consultancy. Our office is based in Blagdon, North Somerset in a beautiful country house. We work with many of the biggest names in UK Financial Services such as household name insurance companies, fund managers and private banks. As part of our growth plans, we are seeking a part time or full time Recruitment Co-ordinator Office Administrator to work closely alongside our office-based team to support with general day to day administrative tasks. You will also work closely with our partnered recruitment businesses, acting as the main point of contact between the clients and candidates. The role will be varied, but the main duties will include: · Recruitment administration tasks · Responding to general enquiries · Formatting CVs and company documents to a high standard · Arranging interviews · Taking candidate/client feedback · Sending Interview confirmations · Dictation · Keeping the CRM system up to date · Ensuring incoming CVs are followed up with · Assisting Consultants with day-to-day administration · Diary management The successful individual will have excellent communication skills, both verbal and written and be able to work to work as part of a team to deliver high standards. You must have competent computer skills and have a professional telephone manner . Key Requirements · Highly organised · Computer literate · Excellent communication skills (verbal and written) · Excellent telephone manner · Efficient · Demonstrate attention to detail · Be process driven This role will suit someone looking for a part-time position in a friendly office environment. Job Type: Part-time

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, both supporting existing adviser clients and developing new client relationships 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 via a DFM, Multi-manager or a Life Office business. 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 637 or call Alison French on 01761 252 534 or Emily Morris on 01761 252 539 for a confidential conversation.

Our client is one of the UK’s leading, multi-office, Financial Planning firms. They offer an integrated wealth management offering and manages in excess of £2bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people. Our client is seeking 2 x Senior T&C Managers to support the leadership team with its growth plans and provide oversight of the Financial Planning team. The purpose of the role is to support the development and competence of a team of Financial Planners, ensuring a high calibre and compliant financial planning service is delivered to its clients, and supporting the Advisers to deliver KPIs and income objectives. This is a home-based position with travel required between offices and Financial Planners as required. Ideal candidates will be dynamic and energetic, with a commercial mindset and preferably with 1st line leadership experience. You must be Level 4 qualified and have experience within the wealth management arena in a compliance / T&C supervisor position. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 634 or call Tim Terrell on 01761 252538 for an initial discussion.

Our client is a long-established UK market leader with a wide range of asset management capabilities, a focus on providing the best outcomes for its clients and the backing of a forward-thinking financially strong Group. As part of its growth strategy, it is seeking an experienced BDM to promote its brand-new Model Portfolio Service to Intermediary clients In London and the South East. It offers a compelling proposition backed up by excellent brand awareness and extensive goodwill built up in the UK Advisory market for its wider services over many decades. The successful candidate will have prior experience of promoting DFM/MPS to the Intermediary market, and a good network of existing IFA connections in region. This is a unique opportunity to promote a brand-new product range with a highly respected, established brand. A consultative sales approach is key, as is the ability to leverage positive internal relationships within the wider Group. IMC, J10 or CF4 qualification and CFA ESG certificate an advantage. This represents a fantastic opportunity to join a start-up team in an established business that is ambitious for growth, where success will raise your profile and offer the potential for professional growth in the future. If you are interested, please send your cv to cv@paulharpersearch.co.uk quoting Ref: 630 or call Alison French on 01761 252 534

Director of Financial Planning & Workplace Flexible on home location within UK Salary and package: To £100,000 Basic + Bonus (OTE £130,000) + Benefits   Our client is an entrepreneurial, ambitious and well-funded Financial Advice business that is growing through acquisition. It is seeking an experienced Diploma qualified manager/director to lead a newly created Division including Workplace, Financial Education Advisory and Digital D2C. This is a key hire for the business, requiring a well-rounded, authorised individual (either currently or with the ability to re-gain it quickly) with good exposure to sales and delivery. Experience of client segmentation/triaging is key to provide high quality financial solutions to all scheme members from the workforce to the senior leadership team. Knowledge of the D2C Digital space would be an advantage but is not a prerequisite. If you have a successful track record in financial advisory sales leadership, with an understanding of Workplace and the Corporate Pensions arena and you are interested in joining a dynamic, forward-thinking business, send your CV to Alison French quoting Ref. 629 to cv@paulharpersearch.co.uk or call 01761 252 534 for a confidential conversation.

Our client has a strong track record of providing Pension solutions for over 75 years including a Defaqto 5 star rating for auto-enrolment.  It manages more than £13bn of assets on behalf of over 5 million members and has more than 98,000 employer clients. It is seeking a Business Development Manager with responsibility for managing both Intermediary and larger employer relationships in the South, delivering agreed business objectives and targets to the required performance standards. The focus will be on retention and 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. Ideal candidates will be dynamic, ambitious and energetic intermediary sales professionals, with a high level of understanding of the Pension market. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 634 or call Tim Terrell on 01761 252538 for an initial discussion.

Our client has a strong track record of providing Pension solutions for over 75 years including a Defaqto 5 star rating for auto-enrolment.  It manages more than £13bn of assets on behalf of over 5 million members and has more than 98,000 employer clients. It is seeking a Business Development Manager with responsibility for managing both Intermediary and larger employer relationships in the South, delivering agreed business objectives and targets to the required performance standards. The focus will be on retention and 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. Ideal candidates will be dynamic, ambitious and energetic intermediary sales professionals, with a high level of understanding of the Pension market. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 634 or call Tim Terrell on 01761 252538 for an initial discussion.

Business Development Manager, London/South East (Home-based) 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 London and the Home Counties 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 cv@paulharpersearch.co.uk  quoting reference 633 or call Alison French on 01761 252 534 for an initial discussion.

Our client is a long-established UK market leader with a broad Wealth offering, a focus on providing the best outcomes for its clients and the backing of a forward-thinking financially strong Group. It is seeking a dynamic, ambitious Business Development Manager to take on an established panel of Intermediaries in Merseyside/Cheshire. It offers a compelling proposition backed up by excellent brand awareness and extensive goodwill built up in the UK Advisory market for its wider services over many decades. This role presents a fantastic opportunity to represent a quality brand and would suit either an experienced field-based BDM or a desk-based Wealth sales individual who is ambitious to progress their career. Diploma qualification is essential. If you are seeking a fresh challenge and have the driven and ambition to succeed, please send your CV to cv@paulharpersearch.co.uk  quoting Reference 628 or call Alison French on 01761 252 534 for an initial discussion.

**Exclusive Role** - Strategic Partnership Manager - National role Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking an experienced relationship manager to take responsibility for developing and deepening its key strategic relationships at Head Office level and identify business opportunities. Experience of delivering presentations is key, as the successful candidate will represent the company at partner events and seminars, as is the ability to develop new strategic partnership opportunities in the future. There is also potential for the right individual to take on an element of management responsibility. This role represents a fantastic opportunity to join a highly collegiate, forward-thinking business offering real potential for professional development and growth as it expands. If you are interested in being considered, please submit your CV to cv@paulharpersearch.co.uk quoting reference 620 or call Alison French on 01761 252 534 or Louis O’Regan on 01761 252 533 for a confidential conversation.   

Our client, a premier national Wealth Management brand is seeking a Business Development Executive to join its centralised sales team in London. The role involves working in the Direct to Consumer channel to champion and support core business development initiative, matching client needs with a range of products and services, and facilitating new opportunities including client events. Candidates will ideally have 3 years’ Financial Services experience and be Level 4 qualified. If you are interested in being considered for this fantastic opportunity, please send your CV to  cv@paulharpersearch.co.uk quoting reference 627.

We have been exclusively retained by our client, a leading Wealth Management business in London. It is seeking a Senior Sales Manager to ensure the successful onboarding 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 ongoing basis.  Operating from the London office, the ideal candidate will be an experienced and motivated Financial Services Manager, with an adaptable and growth orientated mindset and exposure to managing Financial Advisers. If you are Level 4 Diploma qualified with a strong track record in Financial Services and a good understanding of the Advisory market and wish to be considered for this role, please contact Tim Terrell on 01761 252 538 or Louis O’Regan on 01761 252 533 for a confidential discussion or submit your CV to CV@paulharpersearch.co.uk quoting reference Ref: 617.

Telephone Account Manager, North of England (mix of home and office based) To £40,000 depending on experience + Bonus + Benefits Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking an experienced Telephone Account Manager to join its existing team in the North West. The role will involve handling client queries and marketing the company's proposition and services to a pre-defined panel of accounts. This will be achieved by ensuring a panel of small or under-developed accounts is managed effectively and opportunities for new business are maximised. Ideal candidates will have experience of working in a telephone account management/direct marketing environment. Experience of working in a Financial Services business is preferred but not essential, however the successful candidate for this role will need to show a willingness to develop themselves and their knowledge of the sector. If you are looking to join a thriving business with a fantastic reputation in the market and a highly collaborative team culture that offers the opportunity for professional growth, please call Alison French on 01761 252 534 or Louis O’Regan on 01761 252 533 for a confidential conversation or email your cv to cv@paulharpersearch.co.uk quoting Ref: 619

Our exclusively retained client is an ambitious well-funded IFA firm, growing organically and through acquisitions with the intention of reaching £1 billion AUM within the next 12 months, having previously outsourced the function. Working closely with the Managing Director and the rest of the leadership team, you will need to be commercially focused and able to manage the Compliance function in a rapidly growing business. The role will be based in a prestigious head office location on the South Coast with good access to the motorway and railway network. Ideally, level six qualified (minimum level four). This could be a great opportunity for someone to grow with their role as the firm grows. If you'd like to be considered for this role, please send your CV to CV@paulharpersearch.co.uk, quoting reference REF/HOC.

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 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.

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 cv@paulharpersearch.co.uk 

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 cv@paulharpersearch.co.uk quoting reference TX/518b 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 cv@paulharpersearch.co.uk  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 cv@paulharpersearch.co.uk 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 cv@paulharpersearch.co.uk, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.