Our client is one of the UK’s leading Platform/Wealth Providers with an award-winning suite of platform-based Investment and Pension products.   It is seeking a dynamic, experienced and successful Business Development professional to build and maintain relationships with Key Regional Intermediary clients in a highly profitable region in the South West. Relationship management and the retention of substantial assets under administration as well as the development of new business will be a major focus. The role involves working at Director level and has the added attraction of acting as lead to a wider internal specialist team.  This is a fantastic opportunity to take the lead on an established base of supporting adviser firms, offering a business consultancy sales approach and promoting an Award-winning proposition. If you have extensive Platform sales experience, have the ability to manage a territory and the resource within it and are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893941 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).  

Our client is a Chartered independent financial planning arm of an established accountancy practice based in North England. Due to expansion, it is seeking a Sales Manager in the North East to take the lead as a player-manager. You will be responsible for leading and supervising a team of HNW Financial Planners, supporting them to achieve objectives by training, mentoring and coaching, whilst providing a comprehensive, holistic financial planning service to your own portfolio of new and existing clients to meet their individual needs and circumstances. This presents a superb career opportunity for an individual from a Financial Adviser Management background or a Financial Planner, with sufficient management / mentorship experience, looking to step up in their career and work for a premier financial planning business with further progression opportunities. If you would like to be considered or are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk quoting TS/476 or call Tim Terrell (01761 252 538) for an initial discussion.

Our client is an investment services business with over £250bn under influence.  They are part of one of the UK’s leading actuarial, pension, investment and benefit consultancies employing over 900 staff across the UK.  They have recently launched a new proposition to offer a tailored model portfolio service to the intermediary market which will integrate with an advisers existing platform and risk profiler. As part of its expansion plans, it is seeking an experienced, well-connected Business Development professional with a detailed understanding of Investments to join its successful team. You will have a track record of winning big deals and building/managing strategic relationships with key intermediary clients with significant assets under management. This is a fantastic opportunity for a tenacious, driven individual with an extensive network of connections and the ability to win and develop profitable client relationships to be part of a growing organisation within a specialist arena. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: TXTD/893939 or call Vicki Parker on 01761 252539 for an initial discussion.  

We are partnering with a new entrant to the retail financial planning arena, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term. It is launching its division in early-mid 2021 due to its increasing demand from corporate clients for an individual financial planning service and to do its part in bridging the advice gap. It has a 10 year ambition to create a business with significant scale. Our client is seeking a dynamic, client-centric and entrepreneurial Chartered Financial Planner to help shape the direction of the company and build the business from the outset. You will benefit from extensive client generation support from in-house sources as well as opportunities to progress within the business. You will need to be able to demonstrate leadership capabilities, playing a key role in upskilling team members, whilst preferably possessing experience within the corporate market. This is an opportunity to be part of something big from the beginning and play a key role in helping build a market leading financial planning proposition. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell.

Our client is one of the largest providers of life insurance, pensions and asset management in the UK. It is seeking a talented and ambitious Client Relationship Director to join its thriving, workplace team to focus on developing, broadening and strengthening key client relationships. Ideal candidates will have experience with corporate clients and trustees and will be able to demonstrate a successful track record in client relationship management and have a comprehensive knowledge of corporate pensions, with a particular focus on trust-based schemes. You will be a self-starter who can adapt your style to suit your client and can build strong relationships both internally and externally to improve retention and increase assets under management. Please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker on 07824 640540 for an initial discussion.

Role: Senior DC Consultant Location: Central London Salary & Package: Basic to £90,000 + Bonus + Benefits Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitious client facing Senior DC Consultant to join its thriving, highly respected Defined Contribution Consultancy team.  The role requires an enthusiastic individual with experience of a consultancy environment specifically working with and advising DC pension scheme clients. Ideal candidates will have experience with Trust and Contract based schemes, excellent technical knowledge, business development skills and experience of new business pitches. You will be a team player with a commercial, forward-thinking approach If you are keen to build a successful career within a forward-thinking, team-orientated business where you will be recognised for your contribution and not lost in the crowd, please email your CV to cv@paulharpersearch.co.uk  or call Vicki Parker on 07824 640540 for an initial discussion.

Role: Account Manager Location: South West Salary and package: To £40,000 + Bonus (OTE to £60,000) + Benefits Our client is an award-winning financial technology company based in the South West. They provide a comprehensive wealth management service or “full wrap platform” for Financial Advisers and their clients. They have a wide range of product wrappers, an all-encompassing suite of portfolio management tools, and access to an extensive range of investments. It is seeking a confident, dynamic individual to join its highly successful Account Management team in the South West to manage a portfolio of Adviser Firms.  Our client offers training and development, representing a fantastic opportunity for a driven individual with previous wealth advisory, customer service/sales experience to progress their career with a forward-thinking company. Working as a valued member of a cohesive team, you will manage your own panel of Intermediary Accounts. Diploma is advantageous but not a pre-requisite. If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference: TX/893920 or call Vicki Parker or Sophie Thorne on 01761 252537 for an initial discussion.

Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitious Investment Specialist to join its thriving, highly respected Defined Contribution Consultancy team.  The role involves investment strategy modelling and research & selection of fund managers as part of the provision of investment advice for clients. You will also work closely with the senior Partner in support of major clients. Developing a relationship with your clients and understanding their needs is key, as is the ability to think outside the box to identify other areas of support currently not provided. You will be CFA, FIA or FFA qualified (or nearing qualification), with a minimum of 5 years’ experience within the UK Pension fund investment space, ideally 2 years of this being post qualification. If you are keen to build a successful career within a forward-thinking, team-orientated business where you will be recognised for your contribution and not lost in the crowd, please email your CV to cv@paulharpersearch.co.uk  or call Alison French on 01761 252534 or Brandon Hewitt-Hunt on  (01761 252533) for an initial discussion.

Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships. As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (Accountants and Solicitors). You will be provided with extensive support including paraplanning, administration and lead generation, enabling you to maintain a high level of service whilst also growing your HNW client bank. The company offers flexibility in terms of both working hours and salary (employed and self-employed packages). This fantastic opportunity will suit Financial Planners who want to devote their time exclusively to their clients in the knowledge that the back-office function is taken care of. If you are a dynamic, self-motivated and client-focused Financial Planner, and want to find out more, then please call Tim Terrell on 01761 252 538 or send your CV to CV@paulharpersearch.co.uk referencing TS/893890.

Our client is an independent Discretionary Fund Manager with a track record of success in managing its clients’ Investment Portfolios and a reputation for offering the highest level of client service. With AUM of c.£300 million, it is keen to grow its investment capability and funds under management and is seeking a talented Investment Manager with experience of Active, Passive and ESG Model Portfolios to establish a new regional office in the South of the UK (or join one of the existing offices). Ideally, you will have expertise within the Private Client sector and the experience, appetite and drive to establish a new regional office and build an Investment team. This is a fantastic opportunity to make a positive impact within an established business with ambitions for growth. If you are interested, please send your cv to cv@paulharpersearch.co.uk quoting TX/893891 or call Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation.

We are representing a well-established, Chartered Financial Planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice.  Due to continued growth, our client is seeking a driven Financial Planner to take over the advisory responsibility of an existing client bank, valued at c. £150,000 recurring annual income, while bringing new clients to the firm. Full paraplanning and administration support will be provided. This opportunity will suit an ambitious Financial Planner, who is Chartered or studying towards, that wants to work with a forward-thinking firm that shares their ambition and is keen to progress their career and accept increased responsibilities. The successful candidate will be a driven, articulate and personable team player with the ability to offer full holistic financial planning advice, with experience of using cashflow modelling software. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell.

Sales Manager – Financial Planners – To £75k Basic + Bonus (OTE £110,000) + Pension + Benefits We have been instructed by our client, a leading National Wealth Management business. Our client is seeking a Senior Sales Manager to lead, coach and manage a team of HNW Financial Planners. The ideal candidate will be an experienced and motivated Manager with a proven track record of building and leading high performing teams. With an ambitious growth strategy, the successful candidate will inherit a team of successful advisers with further opportunities for growth. This presents a superb career opportunity for an individual from a Financial Adviser Management background to work for one of UK’s premier financial planning businesses.  If you would like to be considered for this role, please email your CV to cv@paulharpersearch.co.uk quoting TS/893870 or call Tim Terrell (01761 252 538) for an initial discussion.

We understand, that as a small – medium sized Financial Planning Business, utilising a full executive search is not a viable option. Unfortunately, as a result, this means you are unable to experience the calibre of candidates that an executive search can deliver. If you are currently using a recruitment agency on a contingent basis, it is likely that you are presented with candidates who are actively on the market seeking a new role, in process with a number of your competitors, and left over on your agencies database. Your vacancy will not be a priority and you will not experience the VIP treatment, where a dedicated team of Researchers and Consultants actively go to market in the search of top-quality Advisers who are targeted exclusively for you. In a market where good Financial Planners are in high demand, they expect to be headhunted. The best candidates are usually not actively looking, but open to hearing about opportunities when approached by the right people in the right way. Paul Harper search have spent 20 years building their reputation as a company which offers genuine top of market opportunities to top of market financial services professionals. Therefore, to land a perfect Financial Planner, hand-picked especially for you, YOU need an executive search service. We are delighted to announce, that we are launching an affordable executive search service for small – medium sized Financial Planning Businesses, all in the name of Financial Planner Plus+. Why should you use a contingent agency when you could reap the benefits of an executive search, for a similar, sometimes even lower cost?   With a few vacancy pre-requisites, and a small up-front cost, we could offer you: A guaranteed shortlist of 3 Financial Planners, culturally aligned and exclusive to you! (so you don’t have to worry about your competitors nabbing them first) A priority, superior service Shortlist report, including market information and feedback on your vacancy! 6-month free candidate replacement guarantee (not that you’ll need to use it!!) If you’ve had enough of reading through mediocre CVs, that don’t tick all your boxes, it’s time to experience Financial Planner Plus +, an affordable executive search service, for your business.  

We are representing an award winning and Chartered advisory business with an enviable reputation of building strong, respectful client relationships and providing quality independent advice.   Due to continued growth, our client is seeking a driven Financial Adviser. You will inherit, manage and develop an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong professional introducer arrangements that the firm has in place, providing further leads that are readily available. The successful candidate will be a well-rounded, dynamic and motivated team player with the ability and experience of offering holistic financial planning advice and building strong, trusted consultative relationships with clients. If you are a Level 4 qualified professional and are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell or John Hirst.

IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help.    For further details, please email cv@paulharpersearch.co.uk quoting reference TS/893692 or call Tim Terrell or Paul Harper on 01761 252538.

  Chartered and Certified Financial Planners- London and South East   What could you do with a small group of clients with £40m Assets under management?   Our client, a leading wealth manager offers: A typical client bank above; An employed package with a high basic salary; A reward package based on all fee income ( recurring and new); All paraplanning  and reports provided allowing you to spend time with clients; Big company benefits package; Opportunity to work from home or office in the City of London.   P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa   If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to cv@paulharpersearch.co.uk marked TS/wealthmanagerLondon.

So you have reached Chartered Financial Planner status – now what? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by Tim Terrell.  Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you.   Not all Chartered firms are the same: Some specialise, others prefer to work with a wider group of HNW and UHNW clients. Some are restricted, some are whole of market. Some provide client banks of acquired HNW clients for their Advisers to manage, while others prefer to grow organically or provide leads.   Packages, while always competitive, can vary significantly. So, if you are among the industry’s unique band of Chartered or Certified Individuals, and are seeking an employed role, we can help you make the right career decision in 2018. On the other hand, you may already have your own clients. If you own your own company, we can offer even more choice: Some Chartered firms will buy your client bank now. Some will buy your client bank later. Some will offer an enhanced employed package.   Dealing with Paul Harper Search Chartered & Certified division, we can help you find the right opportunity for you. We will give you access to numerous opportunities that will not be advertised and as much of the work we carry out is done on an exclusive basis these vacancies will only be available through us. We have a number of roles throughout the UK. If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.