We are working with one of the largest and longest-established adviser service provider/network who are seeking an experienced Regional Key Account Manager with responsibility for achieving agreed regional income targets for both new and existing clients. You will grow the footprint by recruiting new clients and cross selling/up selling to existing clients. You will have an exceptional new business sales track record over a sustained period, ideally within Financial Services recruitment, have a good understanding of wealth planning and advice, and have strong experience in account management and relationship development with an in depth knowledge of key wealth management firms in the Central region. If you are interested in finding out more, please email your CV to firstname.lastname@example.org or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.
Our client is an award winning, dynamic and vibrant financial services provider with a ground- breaking vision for the future and 1.25m+ UK members and more than 25m globally. It is seeking an experienced Protection Specialist with excellent technical knowledge of Individual and Business Protection to take on a Player/Manager role. You will be responsible for managing the UK team of Specialists, alongside managing your own territory within the Midlands and North West. The role offers a broad range of responsibilities, including mentoring and educating the sales team to drive sales forward, acting as technical expert on complex cases in your region and presenting to large groups. Previous management experience is not a prerequisite but would be an advantage; if you are seeking to progress your career with a forward-thinking organisation that will support you in terms of career enhancement within a fantastic team culture, please email your CV to email@example.com quoting reference: TX/537 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533 for an initial discussion.
Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Compliance and Risk team and supporting the evolution of our client’s risk and compliance processes under the oversight of the Board. This represents a fantastic opportunity to join a small team in a growing business with a collegiate culture where your efforts will be recognised. If you are an experienced Risk & Compliance Manager within the Investment Management arena who has extensive experience of developing and maintaining a risk management framework and are seeking a career enhancing role with a market leader, please call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533
We are working with a market leading product provider who are transforming to create a more customer-focused business. Our client is seeking an experienced Campaign and Content Manager with a focus on Asset Management. You will have a significant contribution to establishing, managing and maintaining marketing plans for relevant product sets and adapting them as required to meet ongoing business objectives. You will lead significant campaign projects utilising shared services team members to develop, create and deliver high quality content and campaigns. You will be responsible for producing on and offline campaigns and content from brief to execution which clearly communicate the benefits of our client’s products and proposition. This will include direct marketing campaigns, customer literature, sales aids, online content, webinars, advertising and social media. If you have a strong background in campaign development and content creation and a wide knowledge of digital marketing methods and are interested in finding out more, please email your CV to firstname.lastname@example.org or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.
Are you an ‘up & coming’ Software Developer who, really wants to utilise & add to their full stack MS development skills using the latest, cutting edge technologies? Great opportunity to play a key role in this expanding IT team and really make an impact on this award winning, investment management company. You'll be working closely with the business to understand & interpret their needs and then be instrumental in the development of new & improved applications/platforms which, with your input will be the key to the further expansion & success of the business. Interested? Please get in touch for more details
We are working with a dynamic Financial Planning and DFM business with ambitious growth plans over the next 2 years. Our client is seeking a technically competent, commercial and engaging Compliance Manager to assist them in embedding a robust compliance regime and shaping their plans for business growth. The role will involve working alongside the Operations Manager, Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA. This opportunity provides an opportunity to work as part of an expanding business with scope for significant career progression. You will have experience in an IFA / Wealth Management practice and ideally some experience of DFM, be a minimum of Level 4 qualified and be open and willing to embrace change as the business grows. You will also be comfortable taking on SMF16 and SMF17 responsibilities. If you are an experienced and dynamic Compliance Manager, with a track record of undertaking all activities necessary to ensure compliance with FCA rules and best practice within a financial planning firm, and are interested in finding out more, please email your CV to email@example.com or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.
Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Compliance and Risk team and supporting the evolution of our client’s risk and compliance processes under the oversight of the Board. This represents a fantastic opportunity to join a small team in a growing business with a collegiate culture where your efforts will be recognised. If you are an experienced Risk & Compliance Manager within the Investment Management arena who has extensive experience of developing and maintaining a risk management framework and are seeking a career enhancing role with a market leader, please call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation or send your CV to firstname.lastname@example.org quoting reference: TX/531.
We are working with a reputable, multi office financial planning firm in the South West, that is supported by a private equity backed national IFA business. Our client is seeking a technically competent and energetic Compliance Manager to join a highly successful team. The role will involve working alongside the Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA supported by the Compliance Oversight Officer. This position provides an opportunity to work as part of an expanding business with scope for significant career progression. You will have experience in an IFA / Wealth Management practice, be a minimum of Level 4 qualified and be open and willing to embrace change as the business grows. If you are an experienced and dynamic Compliance Manager, with a track record of undertaking all activities necessary to ensure compliance with FCA rules and best practice within a financial planning firm, and are interested in finding out more, please email your CV to email@example.com or call Tim Terrell (01761 252 538) for an initial discussion.
Our client is a life insurance and pensions company whose product range includes life assurance and pensions. It is seeking a Strategic Relationship Manager to drive new and incremental income by promoting their propositions to key Networks, Nationals and Service Provider distributors. You will build robust relationships with key personnel within their network and service provider partners as well as key strategic intermediary firms and secure panel positions where appropriate. The focus will be on profitability and quality of new business delivery as well as managing persistency and ultimately driving the delivery of market share targets across product channels. Ideal candidates will be L4 qualified, have a high level of understanding of the intermediary market place, exceptional relationship management skills and evidence of successfully achieving or exceeding targets from Nationals, Networks and Service Provider distributors. If you are interested in exploring this further, please email your CV to firstname.lastname@example.org quoting reference: TD/526 or call Vicki Parker on 01761 252539 or Laura Turnock on 01761 252537 for an initial discussion.
Our client is a leading Discretionary Fund Manager with an enviable reputation in the market and a diverse investment solution range that is well supported by the London IFA community. As part of its strategic plan for 2021, it is seeking an ambitious Business Development Manager with current or previous exposure to DFM to take on a successful panel in Central London (City and West End) and develop it to its full potential. Success in the role will deliver fantastic financial rewards. If you are interested in a new challenge within a highly successful organisation where your sales ability and investment knowledge will be well-regarded and well-rewarded, please call Alison French on 01761 252 534 for a confidential conversation or send your CV to email@example.com quoting reference: TX/508
This is a fantastic opportunity to join a highly ambitious, global business at a time of growth. As part of its growth strategy, our client is seeking a dynamic Sales Manager to lead a team of highly successful Offshore Sales Specialists in the South of England, focused on promoting the Offshore proposition to its Key Account clientele. The role will involve managing both field-based and office-based BDMs, utilising your excellent knowledge of the Offshore market to lead from the front. If you are interested in a new challenge within a highly successful organisation with the potential of six figure earnings, please call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533 for a confidential conversation or send your CV to firstname.lastname@example.org quoting reference: TX/514.
We are representing a national wealth management and financial planning firm with a prestigious brand and award-winning client service proposition. Due to increased demand from existing and introduced clients, they have ambitions to enhance their geographical footprint in the South West by appointing a quality Senior Financial Planner with a demonstrable track record of winning new clients and developing long-standing, HNW client relationships. Based at one of their flagship offices, the role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities. In return, our client will offer an above market remuneration package, including a highly attractive bonus structure reflecting onboarding of clients and ongoing service, as well as full back-office support. If you are a dynamic and entrepreneurial Wealth Planner, with a loyal client following or possessing the ability to demonstrate how you can be an asset to the employer within the medium term, driven by providing a quality level of service with a business that puts the clients’ interests first, then please email your CV to email@example.com quoting TS/510 or call Tim Terrell (01761 252 538) for an initial discussion.
Our client is a young, fast paced growing FinTech company and leading UK provider of asset management, financial planning and advice technology. It is seeking an Asset Modelling Operations Consultant whose primary function is to ensure the health of the asset modelling systems including data feeds, reporting, database accessibility, software engineering, maintenance and assisting to productise services required by new clients. They will also be encouraged to contribute to the continuous improvement of the systems. Ideal candidates will have an MSc or PhD in a relevant subject (mathematics, data science, computer science etc.) and the ability to use Linux/Unix, Python, Numpy, Docker and LaTex as well as a good understanding of Cloud computing. This is a fantastic opportunity to join a small, very supportive team who have built an established and market leading asset modelling capability. If you are interested in exploring this further, please email your CV to firstname.lastname@example.org quoting reference: TD/511 or call Vicki Parker on 01761 252539 for an initial discussion.
We have partnered with an expanding Chartered IFA firm that has a well-recognised brand and an outstanding reputation in Scotland. It is seeking a personable Financial Planner to inherit a £40m AUM client bank sourced from a recent acquisition. You will join a collaborative team and initially be expected to nurture the existing client bank before taking advantage of the extensive lead generation opportunities available to you to grow the portfolio and further develop the firm’s presence in Inverness. The successful Financial Planner will have a client centric approach, strong experience across all areas of advice and be pro-active in taking the client bank to the next level. In return, it is offering a highly supportive culture, full paraplanning and admin support, and an attractive remuneration package, including a basic salary from £60,000 and a bonus structure with an OTE of £100,000+. If you are a Chartered or Level 4 qualified Financial Planner working towards Level 6 status, and would like to be considered or are interested in finding out more, please email your CV to email@example.com quoting TS/498 or call Tim Terrell (01761 252 538) for an initial discussion.
Our client is one of the UK’s leading Platform/Wealth Providers with an award-winning suite of platform-based Investment and Pension products. It is seeking a dynamic, experienced and successful Business Development professional to build and maintain relationships with Key Regional Intermediary clients in a highly profitable region in the South West. Relationship management and the retention of substantial assets under administration as well as the development of new business will be a major focus. The role involves working at Director level and has the added attraction of acting as lead to a wider internal specialist team. This is a fantastic opportunity to take the lead on an established base of supporting adviser firms, offering a business consultancy sales approach and promoting an Award-winning proposition. If you have extensive Platform sales experience, have the ability to manage a territory and the resource within it and are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893941 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
We are partnering with a new entrant to the retail financial planning arena, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term. It is launching its division in early-mid 2021 due to its increasing demand from corporate clients for an individual financial planning service and to do its part in bridging the advice gap. It has a 10 year ambition to create a business with significant scale. Our client is seeking a dynamic, client-centric and entrepreneurial Chartered Financial Planner to help shape the direction of the company and build the business from the outset. You will benefit from extensive client generation support from in-house sources as well as opportunities to progress within the business. You will need to be able to demonstrate leadership capabilities, playing a key role in upskilling team members, whilst preferably possessing experience within the corporate market. This is an opportunity to be part of something big from the beginning and play a key role in helping build a market leading financial planning proposition. If you are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell.
Role: Senior DC Investment Consultant Location: Central London Salary & Package: Basic to £90,000 + Bonus + Benefits Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitious client facing Senior DC Investment Consultant to join its thriving, highly respected Defined Contribution Consultancy team. The role requires an enthusiastic individual with experience of a consultancy environment specifically working with and advising DC pension scheme clients. Ideal candidates will have experience with Trust and Contract based schemes, excellent technical knowledge, business development skills and experience of new business pitches. You will be a team player with a commercial, forward-thinking approach If you are keen to build a successful career within a forward-thinking, team-orientated business where you will be recognised for your contribution and not lost in the crowd, please email your CV to email@example.com or call Vicki Parker on 07824 640540 for an initial discussion.
Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships. As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (Accountants and Solicitors). You will be provided with extensive support including paraplanning, administration and lead generation, enabling you to maintain a high level of service whilst also growing your HNW client bank. The company offers flexibility in terms of both working hours and salary (employed and self-employed packages). This fantastic opportunity will suit Financial Planners who want to devote their time exclusively to their clients in the knowledge that the back-office function is taken care of. If you are a dynamic, self-motivated and client-focused Financial Planner, and want to find out more, then please call Tim Terrell on 01761 252 538 or send your CV to CV@paulharpersearch.co.uk referencing TS/893890.
Our client is an independent Discretionary Fund Manager with a track record of success in managing its clients’ Investment Portfolios and a reputation for offering the highest level of client service. With AUM of c.£300 million, it is keen to grow its investment capability and funds under management and is seeking a talented Investment Manager with experience of Active, Passive and ESG Model Portfolios to establish a new regional office in the South of the UK (or join one of the existing offices). Ideally, you will have expertise within the Private Client sector and the experience, appetite and drive to establish a new regional office and build an Investment team. This is a fantastic opportunity to make a positive impact within an established business with ambitions for growth. If you are interested, please send your cv to firstname.lastname@example.org 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 email@example.com or call 01761 252 538 and ask for Tim Terrell.
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 firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell or John Hirst.
IFA Client Bank Required Are you seeking a high sales price and a quick client bank sale? Central Belt - Scotland Our Client, running a successful financial advice business in the central belt (Scotland) is looking to acquire a full or partial Client bank with recurring income up to £250,000. Our Client:- a strong reputation and proposition strong financial backing cash immediately available The offering:- A very competitive x of recurring income for the right opportunity. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help. For further details, please email email@example.com quoting reference TS/893692 or call Tim Terrell or Paul Harper on 01761 252538.
Chartered and Certified Financial Planners- London and South East What could you do with a small group of clients with £40m Assets under management? Our client, a leading wealth manager offers: A typical client bank above; An employed package with a high basic salary; A reward package based on all fee income ( recurring and new); All paraplanning and reports provided allowing you to spend time with clients; Big company benefits package; Opportunity to work from home or office in the City of London. P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to firstname.lastname@example.org marked TS/wealthmanagerLondon.
So you have reached Chartered Financial Planner status – now what? You know your stuff, you have worked hard to earn Chartered or Certified status (or are about to qualify) you owe it to yourself to explore your worth. Since we were first established in 1999, Paul Harper Search has built an enviable reputation for providing outstanding candidates to our financial services clients for roles across the UK. As one of a very few Financial Services Search businesses with Chartered individuals, we have now created a separate Chartered & Certified Financial Planners Division led by 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 email@example.com, or call 01761 252 538 and ask for Tim Terrell for a confidential discussion.