To Top

Latest Jobs

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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

Financial Services Sales Manager

East Anglia

£50k - £100k

Are you a Financial Services Sales Manager who would like to build your own business? If you have been running a successful team of business development managers or Broker Sales Consultants successfully over many years, you know it hasn’t been easy. There comes a time when there is just one too many changes to your Company, your Proposition or Management team and you know it is time to start seeking a move. If you built up a successful career history but employment is no longer a laugh you may have reached a stage where its time to think about running your own business. Our client is a leading product provider with a proven sales model. They have Distribution businesses throughout the UK who promote their products to the IFA community. We currently have a vacancy for an experience sales manager based in Cambridge. This is an opportunity to build your own business at someone else’s expense. In exchange for adviser contacts, management skill and hard work but with no initial outlay you can become the owner of the business which can pay a substantial 6 figure income but also give you the opportunity to build a capital sum which is payable in 5,10 or 15 years (according to your choice.) This role suits a skilled Intermediary Sales Manager with relationships in the region and an ability to infuse and direct a team of Account Managers. Should you want to know more please contact Paul Harper on 0117 920 0060 quoting job reference 893570 or email your CV to cv@paulharpersearch.co.uk

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.

Paraplanner

Wales

£k - £k ++

TS/893517 - Paraplanner Cardiff (Office-based) Competitive basic salary on offer, depending on qualification and experience Our client is an award winning Chartered Financial Planning firm offering expert specialist advice in Pensions, Investments, Retirement and Estate Planning to ultra-high net worth clients. It is seeking a  Paraplanner to join their established Cardiff firm to provide high quality research on a range of Financial Planning products. The successful candidate will be Diploma qualified and ideally studying towards Chartered Status. Support and help towards achieving this qualification will be provided. This is an excellent opportunity for an existing Paraplanner with extensive technical knowledge of Pensions and Investments to progress their career; if you are looking to develop your career into advising, this is the ideal opportunity for you. 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 Job Reference TS/893517

TRAINEE ADVISER – Diploma Qualified

South West

£30k - £35k

TRAINEE ADVISER – Diploma Qualified Location: Bath Salary: £30,000 - £35,000 Our client is one of the UK’s longest established and trusted brands within the Financial Services Industry. This is an excellent opportunity for an experienced Paraplanner / Trainee Adviser looking to join an expanding company, with the desire to progress their career. You will work closely with a top Financial Adviser and be provided with clients that will generate a level of ongoing income. The successful candidate will have administrative experience within the Financial Services Industry, including report writing and suitability letters, hold the Level 4 Diploma in Financial Planning and have strong presentation and communication skills. For more information, please send your CV to cv@paulharpersearch.co.uk or call 01179 200060 and ask for John Hirst or Charlotte Nixon

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.

Regional Director (Financial Planning)

West Midlands

£k - £k ++

Vacancy: Regional Director (Financial Planning) Location: Birmingham Basic Salary: £70,000 - £90,000 + Bonus + Pension + Excellent Benefits Package Our client is one of the UK’s leading Financial Planning led Wealth Management firms. Due to rapid expansion, our client is seeking a Regional Financial Planning Director to lead and grow an established region of 16 employed Financial Advisers that deal with mass affluent and high net worth clients. This is an ideal opportunity for an individual with a commercial and technical focus, ability to motivate and lead a team of experienced Financial Planners and has a track record of building and growing professional connections. Diploma qualified, CF30 and previous Adviser Management experience is required. If you would like to be considered for the role please send your CV to cv@paulharpersearch.co.uk quoting TS/893557 or call 01179 200060 and ask for John Hirst or Charlotte Nixon for a confidential discussion.  

Paraplanner

North East

£30k - £40k

TS/893541 PARAPLANNER Location: Middlesbrough Up To £40,000 This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you. We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes. The role will involve: Working closely alongside Advisers Writing reports and suitability letter Doing the research to support the Advisers Communicating with Advisers, to discuss timescales and work instructions Communication between the Administrators and Advisers   The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services. *You do not need to be Diploma qualified but would ideally be working towards this qualification* If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst 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.  

Business Development Manager

North West

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 the East and West, 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.  

Business Development Manager - DFM

North East

£k - £k ++

Business Development Manager – DFM – Midlands / North Salary: £50,000 Basic + Bonus + Pension (OTE £100,000) Our client is the UK office of an International Discretionary Fund Management company. It offers a bespoke investment service to its clients. Having established its footprint in London and the South over the past 5 years, it is now seeking a Business Development Manager to lead its sales push in the Midlands and the North of England. This exciting opportunity involves sourcing and building new relationships with IFAs across the UK, although focus will be in the Midlands and the North. This is a great opportunity which will require a ‘hands on’ approach to account management in the first instance, leveraging existing relationships to build critical mass. The successful applicant will require a high level of sales knowledge, strategic thinking skills and marketing ability. IMC, CISI Level 4 or Diploma Level 4 would be desirable, but it is not a prerequisite for the role. To be considered, you will need ‘hands on’ sales ability and be a torch bearer for the company in the Midlands and the North. This is a fantastic opportunity for an ambitious sales professional to make their mark in the industry and be rewarded according to their skills and experience. If you are interested in applying for this vacancy, please submit your CV to cv@paulharpersearch.co.uk, quoting job reference 893520, or call either Gary Shimmin or Alison French on 0117 920 0060.

Graduate Trainee Recruitment Resourcer

South West

To £k ++

We are a financial services search company based in Blagdon, North Somerset, dealing with senior financial services professionals.  An opportunity has arisen for a graduate trainee to join our successful and friendly team.  This is an excellent opportunity for an individual to take the first step into recruitment. Working as part of a team you will source and interview potential candidates, arrange interviews and provide feedback as well as maintaining the internal CRM system. Full training will be provided.  The successful applicant will have: An outgoing personality. Excellent communications skills, both written and verbal. Excellent knowledge of Microsoft Word and Excel. Excellent organisational skills. Ability to drive to our offices in Blagdon as there are limited public transport links.  There is free parking. To apply, please email your CV to cv@paulharpersearch.co.uk quoting PSH/893524.

Managing Director (Equity Opportunity) with Funding

London

£k - £k ++

Managing Director (Equity opportunity) with funding Basic c. £60k (OTE £100k)   London   If you are an Intermediary Sales professional with the skills and experience to build a business, you may well have dreamt of running your own business. You may have even toyed with the idea of building your own Broker Sales business but wondered if you have the necessary funds and/or knowledge to succeed.   Our client can help you turn this dream into a reality.   It has 10 years’ experience in building successful owner-managed businesses with a fantastic business model and product range which is well received by the broking community. Not only that, in some cases funding may be available.   You will be running your own franchise of one of the most successful and well-known UK brands.   If you are interested in the above opportunity, send your cv to cv@paulharpersearch.co.uk quoting ref TX/4066 or call Alison French or Gary Shimmin on 0117 920 0060

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 £60k ++

TS/893467 Chartered Financial Planner – Derby All HNW clients provided! Basic salary: Up to £60,000 + 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 Charlotte Nixon or email your CV to cv@paulharpersearch.co.uk quoting Job Reference TS/893467

*NEW VACANCY* - Financial Adviser

North East

To £44k ++

Having offered Financial Advice for nearly 30 years, our client has a wealth of experience in helping customers make plans to achieve their financial goals. It is seeking an experienced Financial Adviser to join the team as part of its expansion programme. You will provide holistic financial planning services to both new and existing high net worth clients. This is an excellent opportunity for an existing Financial Adviser to join a prestigious, established firm and enjoy the benefits of: Leads provided Structured training and development programmes tailored to your needs A “One Team” company value You must be Level 4 Diploma qualified, hold a current Statement of Professional Standing and must either currently hold or previously have held Competent Adviser Status within the last 3 years. IHT planning experience would be a distinct advantage, but is not a pre-requisite. This role will suit a highly compliant, adaptable Adviser with a strong track record of building and maintaining client relationships. If you wish to be considered for this role, please send your cv to cv@paulharpersearch.co.uk quoting job reference TS/ 893469 or call Charlotte Nixon or John Hirst for an initial discussion on 0117 9200060.

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.