Role: Development Specialist - Investment Platform Location: Nationwide (Home-based) Salary and package: To £85k + Bonus (OTE £160k) + Benefits Our client is an Institutional Investment Platform making a significant impact on the UK market. It is recognised as a challenger in its sector with a strong reputation based on delivering a flexible, quality bespoke service. As part of its expansion plans, it is seeking an experienced, well-connected Business Development professional with a good understanding of Investment Platforms to join its successful team. You will have a track record of winning big deals and building/managing strategic relationships with key clients including DFMs, Private Client Wealth Managers and IFAs with significant assets under management. This is a fantastic opportunity for a tenacious, driven individual with an extensive network of connections and the ability to win and develop profitable client relationships to be part of a growing organisation within a specialist arena. If you are interested in exploring this further, please email your CV to email@example.com quoting reference: TX/893919 or call Alison French on 01761 252534 or Brandon Hewitt-Hunt on (01761 252533) for an initial discussion.
Role: Account Manager Location: South West Salary and package: To £40,000 + Bonus (OTE to £60,000) + Benefits Our client is an award-winning financial technology company based in the South West. They provide a comprehensive wealth management service or “full wrap platform” for Financial Advisers and their clients. They have a wide range of product wrappers, an all-encompassing suite of portfolio management tools, and access to an extensive range of investments. It is seeking a confident, dynamic individual to join its highly successful Account Management team in the South West to manage a portfolio of Adviser Firms. Our client offers training and development, representing a fantastic opportunity for a driven individual with previous wealth advisory, customer service/sales experience to progress their career with a forward-thinking company. Working as a valued member of a cohesive team, you will manage your own panel of Intermediary Accounts. Diploma is advantageous but not a pre-requisite. If you are interested in exploring this further, please email your CV to firstname.lastname@example.org quoting reference: TX/893920 or call Vicki Parker or Sophie Thorne on 01761 252537 for an initial discussion.
Role: Employee benefits consultant with DC expertise Location: North West Salary and package: Basic to £55,000 + Bonus + Benefits Our client is a USA based global Insurance business with a rapidly growing UK presence including a fast expanding Employee Benefits Consultancy. It is seeking an ambitious, enthusiastic EB Consultant with Defined Contribution Pension expertise to join its successful team and take on a profitable portfolio of Corporate clients. Alongside providing a quality service to existing clients, the role will involve developing new business streams through internal networking, and therefore the ability to build successful internal and external stakeholder relationships is vital. This is a fantastic opportunity to build on existing success and make your mark within the business. If you are interested in exploring this further, please email your CV to email@example.com quoting reference: TX/893908 or call Alison French on 01761 252534 or Brandon Hewitt-Hunt on (01761 252533) for an initial discussion.
Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitious Investment Specialist to join its thriving, highly respected Defined Contribution Consultancy team. The role involves investment strategy modelling and research & selection of fund managers as part of the provision of investment advice for clients. You will also work closely with the senior Partner in support of major clients. Developing a relationship with your clients and understanding their needs is key, as is the ability to think outside the box to identify other areas of support currently not provided. You will be CFA, FIA or FFA qualified (or nearing qualification), with a minimum of 5 years’ experience within the UK Pension fund investment space, ideally 2 years of this being post qualification. If you are keen to build a successful career within a forward-thinking, team-orientated business where you will be recognised for your contribution and not lost in the crowd, please email your CV to firstname.lastname@example.org or call Alison French on 01761 252534 or Brandon Hewitt-Hunt on (01761 252533) for an initial discussion.
Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships. As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (Accountants and Solicitors). You will be provided with extensive support including paraplanning, administration and lead generation, enabling you to maintain a high level of service whilst also growing your HNW client bank. The company offers flexibility in terms of both working hours and salary (employed and self-employed packages). This fantastic opportunity will suit Financial Planners who want to devote their time exclusively to their clients in the knowledge that the back-office function is taken care of. If you are a dynamic, self-motivated and client-focused Financial Planner, and want to find out more, then please call Tim Terrell on 01761 252 538 or send your CV to CV@paulharpersearch.co.uk referencing TS/893890.
We have been exclusively instructed by a successful, prestigious independent financial planning firm in unique and prestigious surroundings in St Albans. Due to an internal promotion, it is seeking an ambitious individual to take on the role of Senior Paraplanner responsible for supporting the Financial Planning team with research, analysis, formulating recommendations and report writing. You will be part of an inclusive and supportive team, that offers flexibility with regards to working hours. The senior leadership team encourage career progression, and as long as the individual can display self-motivation skills, they will accommodate any aspirations that they may have (i.e. progression to become a Financial Planner). If you are a Paraplanner that is Diploma qualified (or nearing), ambitious and keen to take a step up in their career, then please email your CV to email@example.com or call 01761 252 538 and ask for Brandon Hewitt-Hunt.
This is an exciting opportunity for a Financial Planner (Chartered or working towards) to join an established, multi-office Independent Wealth Management firm. Being at full capacity, our client is looking for a high-calibre Senior Financial Planner to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances You will benefit from readily available HNW leads from an established introducer network whilst also being given full paraplanning, administration and marketing support. To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers, and will be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. If you would like to be considered or are interested in finding out more, please email your CV to firstname.lastname@example.org or call Tim Terrell (01761 252 538) for an initial discussion.
Our client is an independent Discretionary Fund Manager with a track record of success in managing its clients’ Investment Portfolios and a reputation for offering the highest level of client service. With AUM of c.£300 million, it is keen to grow its investment capability and funds under management and is seeking a talented Investment Manager with experience of Active, Passive and ESG Model Portfolios to establish a new regional office in the South of the UK (or join one of the existing offices). Ideally, you will have expertise within the Private Client sector and the experience, appetite and drive to establish a new regional office and build an Investment team. This is a fantastic opportunity to make a positive impact within an established business with ambitions for growth. If you are interested, please send your cv to email@example.com quoting TX/893891 or call Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation.
We are representing a well-established, Chartered Financial Planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. Due to continued growth, our client is seeking a driven Financial Planner to take over the advisory responsibility of an existing client bank, valued at c. £150,000 recurring annual income, while bringing new clients to the firm. Full paraplanning and administration support will be provided. This opportunity will suit an ambitious Financial Planner, who is Chartered or studying towards, that wants to work with a forward-thinking firm that shares their ambition and is keen to progress their career and accept increased responsibilities. The successful candidate will be a driven, articulate and personable team player with the ability to offer full holistic financial planning advice, with experience of using cashflow modelling software. If you are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell.
We have been exclusively retained by our client, a well-recognised regional IFA business with an outstanding reputation in East Staffordshire. It is seeking a self-motivated, technically able and personable Financial Planner to provide an outstanding client service to a client bank of mass affluent and HNW clients. In addition to managing relationships with and providing advice to clients with c£20m AUM, this individual will act at the Pension Transfer Specialist for the firm. You will join a collaborative team and be expected to nurture and grow the client bank by taking advantage of the extensive lead generation opportunities available to you. There is potential for progression within the firm for the right person. The ideal candidate will be a forward thinking Financial Planner, qualified to AF7, AF3 or equivalent, that has the capacity and desire to inherit a sizeable client bank. It is imperative that the individual is a team-player and committed to quality financial planning advice. To be considered for this opportunity, please email your CV to email@example.com or call Tim Terrell (01761 252 538) quoting ref TS/893853 for an initial discussion.
Independent Financial Planner – Professional Practice based IFA – Office Based Role – Suffolk To £70,000 Basic + Volume Based Bonus + Benefits We have been exclusively retained by our client, the Financial Planning arm of an established Accountancy Practice based between Cambridge and Ipswich. It is seeking an experienced, dynamic and driven Financial Planner to join a highly successful team and assist with the continued growth of the firm. Based in the local office of this large regional practice, you will benefit from high quality client leads from the Accountancy parent so will need to build strong, trusting relationships with the Partners and Accountants within the firm. The ideal candidate will have a minimum of 4 years’ experience as a Financial Planner, ideally Chartered or working towards, and be a good networker, experienced in working with Accountants/Solicitors. Credibility within the local area would be a bonus. Key to the role is an individual committed to giving the highest quality financial advice. If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to firstname.lastname@example.org or call Tim Terrell (01761 252 538) for an initial discussion.
Sales Manager – Financial Planners – To £75k Basic + Bonus (OTE £110,000) + Pension + Benefits We have been instructed by our client, a leading National Wealth Management business. Our client is seeking a Senior Sales Manager to lead, coach and manage a team of HNW Financial Planners. The ideal candidate will be an experienced and motivated Manager with a proven track record of building and leading high performing teams. With an ambitious growth strategy, the successful candidate will inherit a team of successful advisers with further opportunities for growth. This presents a superb career opportunity for an individual from a Financial Adviser Management background to work for one of UK’s premier financial planning businesses. If you would like to be considered for this role, please email your CV to email@example.com quoting TS/893870 or call Tim Terrell (01761 252 538) for an initial discussion.
Business Development Manager (Home-based) – North England Basic Salary £50,000 to £55,000 + Bonus (OTB £40k) + Car Allowance + Benefits If you are a telephone based Intermediary Sales Account Manager with knowledge of Wealth products (Pensions and Investments) and have an ambition to move into field-based sales, or you have taken your first steps into field-based sales and want to progress your career further, then this is the role for you. Our client is seeking a talented, dynamic and ambitious BDM to develop a panel of Intermediaries in the North of England. Full support will be provided, but a high level of self-motivation and determination is key. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893869 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
Business Development Manager (Home-based) – North of England Basic to £65,000 + Bonus (OTE to £105k - uncapped) + Car Allowance + Benefits Our client is an innovative and ambitious Pension Boutique, recognised as a specialist in its field with an award-winning suite of Pension products. It is seeking a successful BDM to take on and further develop a panel of Intermediaries in the North of England. The role offers flexibility around home location within the territory and represents a fantastic opportunity for an individual who thrives on developing new business, with the credibility to maintain existing business flows. Pension knowledge is key and experience of SIPP and SSAS would also be a distinct advantage. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893867 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
Exclusive Opportunity! Seeking a Financial Planner and Pension Transfer Specialist to inherit a sizeable client bank with a well-recognised IFA in the Midlands. Salary - £60,000 Basic + Bonus + Benefits Please call Tim Terrell on 01761 252 538 or email your CV to CV@paulharpersearch.co.uk for a confidential conversation.
This is a fantastic opportunity to join an ambitious Wealth management firm. You will have responsibility for providing high quality support to the Portfolio Management team, helping with the management of Private Client and Adviser relationships and their Investment portfolios. Furthermore, you will be expected to produce and dispatch Valuations and Client packs, whilst dealing with any compliance matters. In addition to the above, you will also have the opportunity to; prepare Investment review letters, arrange bulk trades and ensure Client Portfolios are set up correctly. They are ideally looking for an individual with experience in a Banking/Finance role, who holds the IAQ qualification. It's essential they have been educated to a minimum of A Level standard. If you are interested in being considered, please submit your CV FAO Brandon hewitt-Hunt to firstname.lastname@example.org quoting TX/893866.
The Company Paul Harper Search & Selection is a leading Financial Services Search consultancy. Our office is based in Blagdon, North Somerset in a beautiful country house. We work with many of the biggest names in UK Financial Services such as household name insurance companies, fund managers and private banks. As part of our growth plans, we are seeking a Trainee Recruitment Researcher to work closely alongside our Consultants to source, attract and secure Financial Services candidates. The role: · Sourcing, attracting, and securing candidates · Use of telephone, internet search and database search to identify suitable candidates · Headhunting, engaging and rapport building with candidates as well as liaising with clients · Working closely with an assigned Consultant · Administrative duties including maintaining and updating CRM system · Sending interview confirmation and documentation via email · Networking on LinkedIn · Monday to Friday, 9:00am – 5:30pm Candidate requirements: · Ideally a Graduate or A Level leaver · Excellent telephone manner and interpersonal skills · Confident working in a fast-paced environment · Desire to develop and progress professionally · Enjoys working as part of a friendly and dynamic team · Personable, intelligent and ambitious · Resourceful with the ability to use own initiative · Willingness to learn about the Financial Services market The benefits: · A training scheme endorsed by the Recruitment & Employment confederation (REC) and time to study for it. · A 15-month training programme provided by an external provider with a Nationally recognised Recruitment qualification · Specialist knowledge of Financial Services market · Clear path for career progression · A competitive salary with team-based bonuses · Free on-site parking · Working alongside a friendly and supportive team in pleasant surroundings If you feel you are the right person for this role, please apply online.
We understand, that as a small – medium sized Financial Planning Business, utilising a full executive search is not a viable option. Unfortunately, as a result, this means you are unable to experience the calibre of candidates that an executive search can deliver. If you are currently using a recruitment agency on a contingent basis, it is likely that you are presented with candidates who are actively on the market seeking a new role, in process with a number of your competitors, and left over on your agencies database. Your vacancy will not be a priority and you will not experience the VIP treatment, where a dedicated team of Researchers and Consultants actively go to market in the search of top-quality Advisers who are targeted exclusively for you. In a market where good Financial Planners are in high demand, they expect to be headhunted. The best candidates are usually not actively looking, but open to hearing about opportunities when approached by the right people in the right way. Paul Harper search have spent 20 years building their reputation as a company which offers genuine top of market opportunities to top of market financial services professionals. Therefore, to land a perfect Financial Planner, hand-picked especially for you, YOU need an executive search service. We are delighted to announce, that we are launching an affordable executive search service for small – medium sized Financial Planning Businesses, all in the name of Financial Planner Plus+. Why should you use a contingent agency when you could reap the benefits of an executive search, for a similar, sometimes even lower cost? With a few vacancy pre-requisites, and a small up-front cost, we could offer you: A guaranteed shortlist of 3 Financial Planners, culturally aligned and exclusive to you! (so you don’t have to worry about your competitors nabbing them first) A priority, superior service Shortlist report, including market information and feedback on your vacancy! 6-month free candidate replacement guarantee (not that you’ll need to use it!!) If you’ve had enough of reading through mediocre CVs, that don’t tick all your boxes, it’s time to experience Financial Planner Plus +, an affordable executive search service, for your business.
We are representing an award winning and Chartered advisory business with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. Due to continued growth, our client is seeking a driven Financial Adviser. You will inherit, manage and develop an existing client bank and be provided with full paraplanning and admin support, whilst benefitting from strong professional introducer arrangements that the firm has in place, providing further leads that are readily available. The successful candidate will be a well-rounded, dynamic and motivated team player with the ability and experience of offering holistic financial planning advice and building strong, trusted consultative relationships with clients. If you are a Level 4 qualified professional and are interested in finding out more, please email your CV to email@example.com or call 01761 252 538 and ask for Tim Terrell or John Hirst.
IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help. For further details, please email firstname.lastname@example.org quoting reference TS/893692 or call Tim Terrell or Paul Harper on 01761 252538.
Chartered and Certified Financial Planners- London and South East What could you do with a small group of clients with £40m Assets under management? Our client, a leading wealth manager offers: A typical client bank above; An employed package with a high basic salary; A reward package based on all fee income ( recurring and new); All paraplanning and reports provided allowing you to spend time with clients; Big company benefits package; Opportunity to work from home or office in the City of London. P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to email@example.com marked TS/wealthmanagerLondon.
So you have reached Chartered Financial Planner status – now what? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by Tim Terrell. Working with many of the leading Chartered Practices, sometimes on an exclusive basis, we can help you find an opportunity which is right for you. Not all Chartered firms are the same: Some specialise, others prefer to work with a wider group of HNW and UHNW clients. Some are restricted, some are whole of market. Some provide client banks of acquired HNW clients for their Advisers to manage, while others prefer to grow organically or provide leads. Packages, while always competitive, can vary significantly. So, if you are among the industry’s unique band of Chartered or Certified Individuals, and are seeking an employed role, we can help you make the right career decision in 2018. On the other hand, you may already have your own clients. If you own your own company, we can offer even more choice: Some Chartered firms will buy your client bank now. Some will buy your client bank later. Some will offer an enhanced employed package. Dealing with Paul Harper Search Chartered & Certified division, we can help you find the right opportunity for you. We will give you access to numerous opportunities that will not be advertised and as much of the work we carry out is done on an exclusive basis these vacancies will only be available through us. We have a number of roles throughout the UK. If you are interested in finding out more, please email your CV to firstname.lastname@example.org, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.