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 0117 920 0060.

We have been exclusively instructed by our client, 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 10 years and places its IFAs at the heart of its proposition and service. We are seeking a Taxation & Trust Specialist to act as subject matter expert at events, conferences, dinners and workshops 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 one of the UK’s premier Investment brands and build your 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/893557 to Tim Terrell or Alison French or call us on 0117 920 0060.

  We have been exclusively retained by our client to seek 2 x Protection Intermediary Sales Executives to join one of the UK’s most exciting Life Assurance companies in its recently established Reading Head Office. This will suit an ambitious individual looking to make a first move into Financial Services or an experienced Financial Services sales professional seeking the opportunity to reignite their career with an innovative suite of Protection products and the ambition to reinvent the market. Working as a valued member of a cohesive team of 10 desk-based Sales Executives, you will manage your own panel of Intermediary Accounts to achieve sales targets. Our client offers training and development, representing a fantastic opportunity for a driven individual with previous customer service/sales experience to progress their career with a forward-thinking company. If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk or call Tim Terrell or Alison French on 0117 920 0060 for a confidential discussion quoting TX/893640.

  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 0117 920 0060

  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 01179 200060 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 Aberdeenshire area. 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/893653 or call Brandon Hewitt-Hunt or John Hirst on 0117 920 0060.

Our client is one of the UK’s leading Investment and Wealth Management companies, offering an award-winning service to its clients. Offering an extremely competitive salary, it is seeking a highly successful Investment Manager based in the Aberdeenshire area. The successful candidate will ensure the effective management of client portfolios, with particular regard to observation of client investment guidelines, suitability, capital gains tax limitations (if applicable) and general planning aspects, adhering to the FCA rules on Conflicts of Interest and TCF. The role will also involve promoting the acquisition of new clients to the business.   For further details, please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893615 or call Brandon Hewitt-Hunt or John Hirst on 0117 920 0060  

  Our client is a UK Wealth Manager and part of a Global Financial services organisation. It has a number of offices across the UK, so can offer a home-based or office-based opportunity depending on location. It is seeking a top-quality Financial Planner to join its team of approaching 100 Financial Planners and Investment Managers. Financial Planners will be given a client bank of high net-worth individuals with significant AUM. The successful candidate will be rewarded with an excellent earning potential and paraplanning support. Successful candidates will have experience of working with and developing professional introducers. The role offers the potential of an excellent package for the right candidate. For more information on this role, please send your CV to cv@paulharpersearch.co.uk  quoting TS/893645 or call John Hirst or Brandon Hewitt-Hunt on 01179 200060.

Paraplanners, Head of Paraplanning, Paraplanner Managers. Vacancies UK Wide to £60k + bonus + benefits. In challenging market conditions, the difference between top performers and others is even more marked.  Many Wealth Management and Investment Houses are keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure the services. Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their merits, dependent on skills experience and location. If you would like to know more, please call, John Hirst or Brandon Hewitt-Hunt on 01179 200 060 or email your cv to cv@paulharpersearch.co.uk

SO YOU HAVE REACHED CHARTERED FINANCIAL PLANNER STATUS – NOW WHAT? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by our Associate Director, John Hirst ACII Chartered Insurer. Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Paul Harper

Our client is a leading product provider within UK Wealth with an extensive range of Investment and Pension products, including one of the best multi-asset offerings and one of the most flexible pensions in the UK. We are seeking a dynamic Wealth professional with a strong track record in Intermediary sales to develop and grow a panel of accounts in a territory including Chester, South Manchester and North Wales. Investment/Offshore sales experience would be advantageous. If you are Diploma qualified (or nearing completion), have the drive and determination to succeed and are keen to be part of a  global brand, please submit your CV to CV@paulharpersearch.co.uk quoting job reference TX/893643 or call Alison French or Tim Terrell on 0117 920 0060.

Our client is a leading UK Wealth Manager with an extensive proposition suite, including one of the best multi-asset offerings and one of the most flexible pensions in the UK. We are seeking a dynamic Wealth professional with a strong track record in Intermediary sales to develop and grow a group of accounts in Edinburgh, Glasgow and surrounds.  Investment/Offshore sales experience would be advantageous. If you are Diploma qualified (or nearing completion), have the drive and determination to succeed and are keen to be part of a  global brand, please submit your CV to CV@paulharpersearch.co.uk quoting job reference TX/893642 or call Alison French or Tim Terrell on 0117 920 0060.

Wealth Manager Intermediary Sales Specialist – South West Basic Salary to £60k + Car Allowance + Bonus + Benefits  OTE to £120k Our client is a leading Wealth Manager within the UK with an extensive proposition suite, including one of the best multi-asset offerings and one of the most flexible pensions in the UK. We are seeking a dynamic Intermediary sales professional who can bring flair and tenacity to develop a group of accounts.  Completed diploma (or nearly completed) is a pre-requisite as is the ability to build relationships quickly.  Investment sales experience would be advantageous. You will require a flexible attitude and a structured approach to sales as well as a strong track record in Intermediary Wealth, covering a territory including Bristol, Bath and South Wales. To be considered for the role please submit your CV to CV@paulharpersearch.co.uk quoting job reference TX/893622 or call Alison French or Tim Terrell on 0117 920 0060.

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 are delighted to have been exclusively retained for this role! Competitive basic salary and benefits + bonus. Company car.   For further information please send your CV to cv@paulharpersearch.co.uk marked for the attention of Alison French or Tim Terrell or call 0117 920 0060 quoting TX/893638  

If you are a Paraplanner, Administrator, Adviser or Account Manager (field or telephone based) with the ambition and knowledge to develop profitable working relationships with client IFAs, then this is the opportunity you have been waiting for! 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 IFAs and adopted by many leading players throughout the UK. This is an opportunity to take over a panel of accounts in the South West. Platform knowledge would be a distinct advantage, as would the Diploma qualification, but this is not a prerequisite. If you are looking for an opportunity to take the next step in your career and you have a consultative sales approach, a can-do attitude and determination to succeed, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893614 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Basic of up to £45,000 + Bonus + Benefits + Free Parking The opportunity to join a young, friendly and ambitious team to work along side highly qualified and motivated Chartered Financial Planners. Main Duties to include: •Writing client suitability reports and ensuring that Report Templates are up-to-date. •Performing pension switching analysis. •Cashflow modelling. •Performing analysis on a client’s investment portfolio. •Overseeing administrator’s workflow and liaising with administrator to manage the team’s tasks. •Liaising with clients throughout the advice process and helping to manage the client relationship. •Liaising with the Chartered Financial Planner and Administration team to ensure that work is completed to enable the client to achieve their goals and objectives. •Performing Lifetime Allowance checks, Lifetime Allowance Analysis, Carry Forward Analysis. •Ensuring clear audit trail throughout the advice process so that any file reviews are passed. •Designing processes and circulating amongst staff. •To carry out fund research.                  Desirable: Level 4 Diploma or working towards. Paraplanning experience and experience of producing suitability letters. Experience of working in an IFA environment preferably Chartered. For further details, send your CV to cv@paulharpersearch.co.uk quoting reference TS/893615 or call John Hirst or Brandon Hewitt-hunt on 0117 920 0060  

This is a Director level role with potential to progress to future Managing Director for the right individual. Our exclusively retained client is successful Chartered Financial Planning Firm (IFA) with an enviable client list and a 20+ year track record of providing a first-class advice and service to its clients. As part of the firm’s succession plans it is seeking a quality driven Director to advise key clients personally and lead its Financial Planning team. We are seeking a high-quality adviser/practitioner with current or recent advisory experience looking after UHNW or corporate clients, ideally Chartered or Certified Financial Planner, Chartered Wealth manager (or significant progress towards). Additional Investment or pensions qualifications would be beneficial. There is no need to bring clients, but you must be an ambitious individual willing and able to contribute to the company’s future progress with significant and appropriate rewards. Should you wish to be considered for this role, please email your cv to cv@paulharpersearch.co.uk quoting ref TX/893609 or call Paul Harper, Tim Terrell or Alison French on 0117 9200060 for a confidential discussion.

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 0117 920 0060 for a confidential discussion.

Our exclusively retained client has £500M+ Assets Under Advice & Management and an outstanding reputation within its specialist field. As a leader in its specialist field it is seeking a Corporate Pensions & Investment Director with the knowledge, gravitas and experience to provide specialist advice to its most important Corporate Clients while contributing to success at group level. As a key member of the Senior leadership team and potential future board member, this is an opportunity which would suit an ambitious individual ready to make a strategic step change in their career. If you are an ambitious financial planner with advanced pension qualifications and an interest in progressing to Board level in the near future, please send your cv to cv@paulharpersearch.co.uk or call Paul, Alison or Tim for a confidential discussion quoting ref TX/893598

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced Financial Services professional to ensure the successful development of Financial Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support Wealth Advisers to help them grow their business in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you have a strong track record in Financial Services, have a good understanding of the Advisory market, have experience of managing Advisers and Manager’s and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893593 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market. This is a role for a personable and professional qualified Financial Adviser to develop Introductions from the Internal Investment Management team. The ideal candidate will be able to demonstrate their ability to build relationships with Professional Introducers (Accountants, Solicitors or Investment Managers). The role provides full administration support & paraplanning. Full diploma is of course a minimum, preferably Chartered status. If you have the ability to understand and communicate advice practices and processes clearly and effectively, are personable and a fast relationship builder enabling the individual to engage quickly, and can provide first class financial advice, this is the ideal role for you. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893597 or call John Hirst or Brandon Hewitt-Hunt for an initial discussion on 0117 9200060.

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market.   This is a role for a personable and professional qualified Financial Adviser to manage an existing HNW client bank, with the ability to build Professional Introducers (Accountants & Solicitors).   The role provides full administration support & paraplanning.   Full diploma is of course a minimum, preferably Chartered status.   If you have the ability to understand and communicate advice practices and processes clearly and effectively, are personable and a fast relationship builder enabling the individual to engage quickly, and can provide first class financial advice, this is the ideal role for you.   If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893542 or call John Hirst or Brandon Hewitt-Hunt for an initial discussion on 0117 9200060.

Exclusive opportunity - Discretionary Fund Sales Manager   Our client is a successful Discretionary Fund Manager with c. £15B of funds under management and a variety of fund management awards. It is going through a period of strong market growth and its investment solutions range from model portfolios to full bespoke investment schemes and other specialist fund services. As part of its continued expansion in the IFA market it is seeking a Fund Sales Manager to promote its discretionary fund management offering to new and existing Intermediary relationships in a territory focused on Bristol and Bath, extending into the M4 Corridor, Devon, South Wales and Gloucestershire. This is an exciting opportunity to join a successful team with a superb offering and contribute to the company’s further success. To be considered for the role you will need to be an experienced Intermediary sales professional with a successful track record and the drive and ability to build new relationships. You will need to have an interest in Investments and experience of selling Wealth products through IFAs, probably utilising platforms. Level 4 Diploma qualification is required along with evidence of technical investment knowledge (IMC would be an advantage but is not a prerequisite). Strong presentation skills are essential. If you wish to apply, please send your cv to cv@paulharpersearch.co.uk quoting reference TX/893591 or call Alison French or Tim Terrell on 0117 920 0060.

We have been exclusively instructed by our client, a boutique pension consultancy with £multi Million assets under advice and fee income approaching £1 million. Following many successful years of providing outstanding service to its clients, the current owners are seeking to create a succession plan, working with a new Managing Director to successfully transition the business to the next generation over a realistic period of time. This is a once in a life time opportunity for an experienced Pensions Consultant to take the step up from Corporate employment to building a financial future for themselves and their family. Our client is seeking someone with the highest ethical values and technical skills able to advise large Corporate clients and Trustees on their pension schemes. There is no need to bring a client book, but it is vital that you share the firms values of providing a technically superior service with the utmost integrity to some of the UK’s largest employers whilst demonstrating a caring attitude to an outstanding and skilled staff within the business. Remuneration for this position will be basic salary + dividends from outset with an expected 6 figure income. In addition, the successful candidate will have the opportunity to further build their Equity position and therefore benefit from a substantial lump sum. If you are a successful Corporate Pensions Consultant with similar values and the belief that now is the time to step out from the large corporate and to take a tentative step in to business ownership, with Financial and Skills Support, this could be the opportunity for you. To find out more please submit your CV to cv@paulharpersearch.co.uk reference is TX/893525 and mark it for the attention of Paul Harper or Alison French. Or call 0117 929 0060 and ask for Paul Harper or Alison French.   

TX/4016 EXCLUSIVE! ***New Launch*** Protection Field Account Manager (home based - to cover North London and the Northern Home Counties). This is an exciting opportunity to join a new Product Provider, with an enviable financial backing for the high profile new product launch of the year! Competitive Basic salary and Benefits + Bonus + Company Car. For further information please send your CV to cv@paulharpersearch.co.uk, marked for the attention of either Alison French or Tim Terrell. Alternatively, you can call us on 0117 920 0060 for a confidential chat quoting TX/4016.

Our client is a UK Wealth Manager and part of a Global Financial Services organisation. It is seeking ambitious, driven Financial Advisers across the United Kingdom. This is an exciting opportunity to work with existing and new professional connections and will suit individuals who thrive on new business development. Full paraplanning and administrative support will be provided. Success will be rewarded with potential career progression to management level.  Salary package will be created on a bespoke basis for the right individual and there is flexibility around either employed or self-employed status. If you are ambitious and keen to progress your career with a forward-thinking organisation, please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Brandon Hewitt-Hunt or John Hirst quoting reference - TS/893583  

  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 01179 200060 and ask for Brandon Hewitt-Hunt or John Hirst.

Our client is one of the UK’s largest and best-known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support inexperienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, supervision and development to ensure that Advisers provide high quality advice on an on-going basis.  If you are Diploma qualified with a strong track record in Financial Services and a good understanding of the Advisory market (perhaps as an Adviser) and wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893563 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is one of the UK’s largest and best known Wealth Management networks with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to oversee and manage the relationships with some of the company’s largest Business Units, whilst ensuring the successful coaching and development of new Advisers. This is an exciting opportunity to coach, mentor and support Wealth Advisers, building long term relationships. The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you at or near Diploma qualification and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893558 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Our client is a leading product provider with a strong presence in the Wealth market (Platform, Discretionary Fund offering, Pension and Investment products). Our client operates across a wide territory which includes Scotland and Northern Ireland, this role will be responsible for generating business from IFAs. This is a superb opportunity to take over an established territory with several supporting IFA Practices and great potential for further growth.  The successful candidate will be a dynamic, experienced intermediary sales professional with a proven track record. Existing IFA relationships will be beneficial and the successful candidate must hold full Diploma or a strong progression towards completing it. To apply please send your cv to cv@paulharpersearch.co.uk quoting job reference TX/893549 or call 0117 920 0060 and ask for Alison French or Tim Terrell.  

Our client is one of the UK’s largest and best known Wealth Management businesses with a reputation for a high level of customer service and satisfaction. It is seeking an experienced financial services professional to ensure the successful on-boarding of new Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support less experienced Wealth Advisers to help them develop their business acquisition and client-facing skills in a compliant manner.   The role encompasses a mix of sales coaching, business consultancy and development to ensure that Advisers provide high quality advice on an on-going basis.   If you are Diploma qualified and have a strong track record in Financial Services, a good understanding of the Advisory market, experience of managing Advisers and you wish to be considered for this role, please submit your CV to cv@paulharpersearch.co.uk quoting reference TX/893545 or call Alison French or Tim Terrell on 0117 920 0060 for a confidential discussion.

Does your company give you enough leads and clients to keep you busy?  If not, we have the perfect opportunity for you. Our Client is a well-known, highly reputable Life and Pension Business in the UK. They have grown rapidly in recent years and are looking to grow further. This is an ideal opportunity for an existing Financial Adviser looking to join a large company with job security and excellent benefits. They are looking for Financial Advisers in various locations and are offering a competitive package including volume related bonuses. If you are looking to work for a highly reputable brand with leads provided, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/4020 or call Brandon Hewitt-Hunt or John Hirst for a confidential initial discussion on 0117 9200060