** New Instruction due to Expansion ** Vacancies nationally - Wealth BDMs (Pensions & Investments) London/South East - North West - Scotland Basic To £50,000 + Car Allowance + Bonus + Benefits (OTE to £86,000) If you are an experienced Intermediary Wealth Sales professional with relationships in any of the above territories and are interested in a confidential conversation, please submit your CV to firstname.lastname@example.org quoting reference TX/893828 or call Alison French on 01761 252 534 or Lizzie Burns on 01761 252 539.
TX/893836 Wealth Business Development Manager – North East/M62 Corridor (Home-based) Basic: to £50,000 + Uncapped Bonus + Company Car + Benefits (£100k+ OTE) Our client is a well-respected market leader in Investment and Pension products (on and off platform) with an excellent brand and a global reputation. It is seeking a dynamic Business Development Manager to join the team and manage a mature panel of key accounts with plenty of scope for growth, located East of the Pennines. This is a fantastic opportunity for a dynamic Intermediary sales individual with broad Wealth knowledge who is self-motivated, hungry to exceed target and looking to build a future within the business. If you are Diploma qualified (or nearing completion) and interested in the above role please send your CV to email@example.com quoting reference TX/893836 or call Alison French on 01761 252 534) or Lizzie Burns on 10761 252 539 for a confidential discussion.
NEW OPPORTUNITY! This is a brilliant opportunity for an ambitious and adaptable Financial Services Professional to join a prestigious firm as a Telephone Account Manager. They fully support career progression so the possibility of a Field based role down the line is there. The role will be looking after an existing, profitable panel promoting the Companies products and they're looking for a hunting/farming mix. The Salary package is fantastic- to £38k Basic + OTE £62k some are earning £60k just in Bonus! + PMI + Great Pension scheme. They are open to both existing TAM's either from Bond and pension background or not, alternatively they are willing to consider thos who are paraplanners or Administrators who have experience in Bonds and Pensions and wish to get into a sales based role. If you wish to be considered for this role, please submit your CV to firstname.lastname@example.org quoting reference TX/893830 or call Brandon Hewitt-Hunt or Lizzie Burns on 01761 252539 to find out more!
Pension Specialist – flexible location UK-wide (home-based) To £55,000 + Car Allowance + Bonus + Benefits (OTE to £85,000) Our client is a market leader within the Investment and Retirement market with ambitious plans for growth in 2019 and beyond. It is seeking an experienced Pension specialist with strong influencing skills to assist in the promotion of Individual Pensions to the Intermediary market. The role involves providing technical guidance and support to the Sales team and Advisers, presenting at workshops and Adviser events, writing articles and contributing to strategy and marketing initiatives. Excellent technical Pensions knowledge, strong communication and presentation skills and a track record of success in Financial Services is essential. If you wish to be considered for this role, please submit your CV to email@example.com quoting reference TX/893828 or call Alison French on 01761 252 534 or Lizzie Burns on 01761 252 539 for a confidential discussion.
This represents a brilliant opportunity to join a Prestigious Investment Manager and be part of an established and successful team. The ideal Candidate will have experience of managing portfolios well over £50m and it'd be highly advantageous if some assets could come with them. There is an 'Asset gathering reward' which generously rewards you for any assets you can bring. On offer is a broad proposition encompassing IHT offerings and a managed advisory proposition. If you would like to be considered for this role, please call Brandon Hewitt-Hunt on 01761 252533 or send your CV over to us confidentially on CV@paulharpersearch.co.uk FAO Brandon Hewitt-Hunt and quoting BHH/893829.
New Instruction – Sales Director (Annuities) – Northern Home Counties Basic to £90,000 + Car Allowance + Bonus Our client is a leading Provider within the At Retirement market with a Global parent. As part of its growth strategy, it has created a new position and is seeking a Pension specialist, preferably with knowledge of the Annuity market, to spearhead its future growth within this sector. You will be a highly successful sales individual, with a track record of winning new distribution deals and managing ongoing partner relationships. This is a national role and you will spend approximately half your time on the road. Management experience is essential as you will be responsible for a small team. You will work closely with the Proposition team, providing market intelligence to assist its development, and will require strong internal networking skills to ensure that all negotiation, legal and distribution requirements are met. If you have excellent market knowledge within the Pensions/Annuity arena, are Diploma qualified or nearing completion, and are seeking an exciting challenge, please send your CV to firstname.lastname@example.org or call Alison French on 01761 252 534.
We have been exclusively instructed by a leading Private Client Wealth Manager with multi £billion AUA. Due to expansion, our client is seeking a senior Sales Manager to lead, coach and manage a team of 14 London-based HNW Wealth Planners, and additional management development opportunity as deputy to the Regional Director. The successful candidate will be an innovative and creative leader, who can demonstrate a track record of leading a team of Wealth Planners whilst also being involved in the strategic direction of the team. This presents a superb career opportunity for a Financial Services Sales Manager who wants to make their mark within a major Wealth Management business. To apply, please send your CV to email@example.com quoting TS/893819 or call Tim Terrell (01761 252 538) for an initial discussion.
This is a great opportunity to join a leading Financial Services firm on an initial 6 month Contract, although there is potential for this to become Permanent if desired. Please give Brandon Hewitt-Hunt a call on 01761 252533 to discuss this further or send your CV to us confidentially on firstname.lastname@example.org FAO Brandon Hewitt-Hunt and he'll be in touch.
We are representing one of the most established IFA firms in the UK, that prides itself on building long-standing, consultative client relationships and providing impartial and holistic independent advice. It is seeking an experienced Financial Planner (either Chartered or working towards), to join a highly successful team and assist with the continued growth of the firm. You will need to be a successful networker, with a strong track record of business development, and will benefit from readily available leads from established professional introducer relationships. 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 email@example.com or call Lizzie Burns (01761 252 539) or Tim Terrell (01761 252 538) for an initial discussion.
Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs. This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the North East (Newcastle down to Sheffield). The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to firstname.lastname@example.org quoting Job Reference TX/893815 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533.
Our Client is a Discretionary Fund Manager and part of a global Wealth Management Company. This is a fantastic opportunity for an Investment Manager to work for a well-known brand, which is growing rapidly within the market and is offering a very attractive package. This is a role which incorporates Portfolio Management and new Business Development. The successful candidate will inherit a portfolio of clients with AUM of £80m from the previous incumbent. £25m will be made available initially. It isn't necessary for the Candidate to bring AUM but naturally this is advantageous. If you are a Level 6 qualified, experienced Investment Manager, please send your cv to email@example.com quoting job reference TX/893788, or call Brandon Hewitt-Hunt (01761 252 533) for a confidential initial discussion.
We are representing an award winning and Chartered advisory business with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. Due to continued growth, our client is seeking a driven Financial Adviser. You will inherit, manage and develop an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong professional introducer arrangements that the firm has in place, providing further leads that are readily available. The successful candidate will be a well-rounded, dynamic and motivated team player with the ability and experience of offering holistic financial planning advice and building strong, trusted consultative relationships with clients. If you are a Level 4 qualified professional and are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell or John Hirst.
IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help. For further details, please email email@example.com quoting reference TS/893692 or call John Hirst, Tim Terrell or Paul Harper on 01761 252538.
Chartered and Certified Financial Planners- London and South East What could you do with a small group of clients with £40m Assets under management? Our client, a leading wealth manager offers: A typical client bank above; An employed package with a high basic salary; A reward package based on all fee income ( recurring and new); All paraplanning and reports provided allowing you to spend time with clients; Big company benefits package; Opportunity to work from home or office in the City of London. P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to firstname.lastname@example.org marked TS/wealthmanagerLondon.
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 email@example.com or call 01761 252 535 and ask for John Hirst or Paul Harper