To Top

Latest Jobs

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

South Central

To £k ++

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.   

*Exclusive Opportunity* Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

Nationwide

To £90k ++

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.

Financial Adviser

To £70k

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 Jasmine Greaves or John Hirst quoting reference - TS/893583  

*Exclusive* Wealth Management Thought Leader and Public Speaker - National Role

To £120k ++

Our client is a leading investment house with one of the best known brands in the industry. It is seeking a thought leader and a public speaker to present at Advisory roadshows, Conferences and Networking events delivering first class presentations with fully compliant content. This is a high profile role representing a global giant and will be a senior appointment. An understanding of IFA's and the investment outsourcing process will be a prerequisite along with the ability to communicate complex concepts through simple messaging. You will need to be an outstanding communicator and either have high profile or be keen and possess the ability to build one. Opportunities like this arise rarely and are highly sought after so if you do wish to be considered, please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893578 or call Paul Harper or Alison French for a confidential phone call on 01179200060.

Paraplanner

North West

To £k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Jasmine Greaves or John Hirst, quoting reference TS/893580

Financial Adviser - ALL CLIENTS PROVIDED

North West

£50k - £70k

  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 Jasmine Greaves or John Hirst

Discretionary Fund Sales Manager

South West

To £64k ++

Our client is a boutique Investment Manager, offering a range of solutions from Full Bespoke Discretionary through to Model Portfolios. We are seeking an experienced Wealth BDM with a track record of success in the South West and excellent Adviser relationships in the region to grow the IFA supporter base in the South West. This role would suit a professional who is looking to move into the Investment arena with the ideal candidate having a proven track record of developing Wealth business from IFAs in the South West. In addition to seeking an individual with excellent IFA relationships, our client is seeking someone with entrepreneurial flair and the experience and desire to operate autonomously. Investment experience is not a prerequisite but would be a distinct advantage. If you wish to be considered, please send your CV to cv@paulharpersearch.co.uk quoting TX/893556 or call Alison French or Tim Terrell on 0117 920 0060.

Financial Adviser

South East

To £k ++

New Opportunity!! *Financial Adviser* Location: South East Excellent package (OTE: £90,000 +) We are seeking top Financial Advisers to provide professional advice to HNW clients in the South East for our retained client.  It is an employed role, working for a National Adviser Business where all leads and clients will be provided. You will be expected to grow business on the territory by giving high quality advice and nurturing the existing introducer connections. There is no need to have any transferable clients. The company are offering an excellent package, a competitive basic salary, car and an uncapped bonus scheme. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for Tim Terrell or Charlotte Nixon.

Diploma Qualified Financial Adviser On-Boarding Manager

South West

To £65k ++

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.

Chartered and Certified Financial Planners

£60k - £90k ++

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.

Advisor Sales Manager

South Central

To £65k ++

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.

Business Development Manager

Scotland

To £65k ++

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.  

Financial Adviser On Boarding Manager

South West

To £65k ++

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.

COMING SOON - Financial Adviser On Boarding Manager

London

To £65k ++

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.

Financial Adviser - ALL CLIENTS PROVIDED

North West

£k - £k ++

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 wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893537 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.

Paraplanner

London

To £35k ++

This is an exciting opportunity for an experienced Paraplanner to join one of the UKs most exciting advisory businesses. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship. You will work closely with Financial Advisers using information provided by them to identify appropriate solutions, write reports and prepare suitability letters.   A successful candidate will: Have experience of paraplanning systems and processes Be Diploma qualified, or working towards this status Have excellent report writing and presentation skills Have a good technical knowledge of financial services   Key responsibilities include: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients Liaison with Advisers to determine the most appropriate recommendations for clients financial planning   This is an excellent opportunity for an individual with Paraplanning experience who would like to join an established and ambitious team. If you are looking to move into a role that has a supportive culture, this is the ideal opportunity for you. If you require further information please submit your CV to cv@paulharpersearch.co.uk or call 0117 920 0060 and ask for Charlotte Nixon or John Hirst, quoting reference TS/893533

Certified Financial Planner

South West

To £k ++

Our client is a leading Financial Planning firm, offering independent, impartial, high quality financial planning advice and is seeking a Certified Financial Planner to join their team in Bristol or Cardiff. You will be responsible for delivering Tax, Retirement and Investment advice to individuals and businesses. The successful candidate will obtain the Certified status, or be willing to train towards this status, self-driven and motivating with the ability to offer holistic planning advice and manage/develop client relationships. Familiarity with cashflow analysis would be preferred. If you are interested, please call 01179200060 and ask for John Hirst or Charlotte Nixon, or email your CV to cv@paulharpersearch.co.uk quoting reference TS/893530.  

Chartered Financial Adviser

South East

£45k - £80k ++

TS/893461 Chartered Financial Adviser Location: London – Home or Office based Basic Salary: £45,000 - £80,000 + Bonus   Our client is seeking a Chartered Financial Planner to join its established Chartered Financial Planning firm to deliver first class professional financial advice to private individuals, families, trusts and corporations. Due to company expansion plans it is currently seeking a high-quality Chartered Financial Adviser based in London. The successful candidate will be Diploma qualified, achieved Chartered status or close to achieving their Chartered status qualification, self-driven and motivated with the ability to offer high quality financial advice and manage/develop client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/893461 or call John Hirst or Charlotte Nixon for an initial discussion on 0117 9200060.  

Chartered Financial Planner - HNW clients provided

East Midlands

To £70k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £70,000 + Benefits + Bonus A leading specialist Chartered Independent Financial Advice practice is seeking a Chartered Financial Planner to join their team. This is an exciting opportunity for an experienced Financial Adviser who has experience of working within a regulated environment to join an established firm. You will be responsible for taking care of and advising High Net Worth Clients. You will not be required to bring in new business as all clients and leads are provided. This is a senior servicing role which will suit a highly qualified, highly professional Financial Planner able to advise and look after the financial wellbeing and aspirations of existing clients. If you are interested, please call 0117920060 and ask for John Hirst or Jasmine Greaves or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

Financial Advisers - Multiple locations - LEADS PROVIDED

Nationwide

To £42k ++

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 Sarah-Louise Parker or Georgina Savage for a confidential initial discussion on 0117 9200060

Paul Harper Search & Selection

Paul Harper Search has an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK.

From outstanding individuals at Director and senior manager level through to whole teams of specialist staff, Paul Harper Search has the experience and knowledge to identify and contact such people.

If you are looking to further your career or want to face exciting new challenges then please register with us.

Paul Harper Search is a really effective way of recruiting professionals, it has never let me down!

Searching for a new job with Paul Harper Search was so easy. No complaints and landed myself a great career.