Basic to £85,000 + bonus (expected total reward exceeds £100,000). Our exclusively retained client is an ambitious and expanding Financial Planning business, which has reached a stage where it needs to appoint a Head of Financial Planning to lead a team of 7 Financial Planners. Taking over sales management duties from the Managing Director, this is a new role created by company growth. Key aspects of the role are leading, training and motivating a team of Financial Planners to provide an outstanding service to the company’s clients. The ideal candidate will be a level four (minimum) qualified Financial Planning Sales Manager ready to make the next step in their career and keen to join an ambitious growing company. This is a non-advising role and does not involve T&C supervision. By taking on this responsibility for managing the Team of Advisers, from the Managing Director, it will free up the Managing Directors time to focus on growth both organically and through acquisition while our successful candidate will ensure the company’s Financial planners deliver a service to be proud of. The ideal candidate will be level four qualified Financial Planning Sales Manager ready to make the next step in their career and keen to join an ambitious growing company. The role involves leading, training and motivating a team of Financial Planners to provide an outstanding service to their clients. This is a non-advising roll and the successful individual will be taking over duties from the Managing Director. If you are interested in applying for this role, please contact Tim Terrell on 0176 125 2538.
Basic circa £70,000 plus car allowance plus bonus. Estimated OTE circa £86,000 plus pension plus benefits. Our client is a leading product provider with a highly competitive range of UK and offshore wealth and pension products. In order to support the intermediary sales team by leading a specialist team of tax and trust specialists to support the intermediate sales professionals across the UK. This is a player-manager role, which would involve support for IFAs across the UK, as well as the business development team and training programmes to up-skill the local business development managers. The role requires a mix of visiting IFAs in the field and by video, as well as utilising highly developed presentation skills. There's also an opportunities to talk to the media if you have the right skill set. As a national home-based role, there's no restriction on location, but a central location which makes national travel easier would be of benefit. To be considered for this role, you need excellent knowledge of taxation and trusts, with leadership and management skills as well as an ability to make complex things seem simple. To be considered, please send your CV to email@example.com, quoting job reference TX 588, and mark it for the attention of Alison French.
We are seeking an experienced and ambitious Intermediary Sales professional to cover a panel of accounts in central London for one of the UK's top Discretionary Fund Management businesses. Basic (including car allowance) is to £93,000, and first-year expected income is up to £144,000, with a further increase in expected income to £170,000 at the end of year two. This is a fabulous opportunity for an ambitious Intermediary Sales professionals from a DFM or Life Co background and an ambition to build up their presence in London City / West End. The successful in-comer will be given a mix of supporting and non-supporting advisor businesses. For further details, please email me, firstname.lastname@example.org, for the attention of Paul Harper.
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 Head of Client Engagement to design, implement and embed a high quality end to end client experience from onboarding new clients to the day to day management of the ongoing client relationships. This will include managing a team, defining policies and procedures, management of service charters, embedding service level agreements, managing change, client communications etc. Ideal candidates will have a relevant experience of client management technology, a strong understanding of Wealth or Asset Management and a modern and innovative approach to the client experience. You will be a strong and driven leader who engenders trust, and who works collaboratively to deliver customer excellence. If you feel you have the required skillset and experience, are Level 4 Diploma qualified (or willing to study for it) and are interested in finding out more, please email your CV to email@example.com or call Alison French 01761 252 534 or Laura Turnock 01761 252 537 for an initial discussion.
Our client is a market leading and award-winning DFM offering bespoke investment solutions to its clients. It is seeking a dynamic, experienced and successful BDM to take on a quality territory including Reading, Salisbury and the South Coast. This is a fantastic opportunity for a hunter with a consultative sales approach to continue the growth trajectory in the region and to make their mark within the business. Ideal candidates will be minimum Level 4 qualified with broad-ranging Wealth knowledge, the ability to understand and empathise with the Adviser community and a track record of success from either a Provider, Platform or Investment Management background. If you are a seasoned Financial Services professional with at least 8 years’ experience of the Intermediary sales arena and are interested in joining an ambitious business with a fantastic reputation, please send your CV to firstname.lastname@example.org quoting reference TX/518b or contact Alison French on 01761 252 534 or Laura Turnock on 01761 252537 for an initial discussion.
Our client is a market leading and award-winning DFM offering bespoke investment solutions to its clients. It is seeking a dynamic, experienced and successful BDM to take on a top-quality territory in the South West. This is a fantastic opportunity for a hunter with a consultative sales approach to continue the growth trajectory in the region and to make their mark within the business. Ideal candidates will be minimum Level 4 qualified with broad-ranging Wealth knowledge, the ability to understand and empathise with the Adviser community and a track record of success from either a Provider, Platform or Investment Management background. If you are a seasoned Financial Services professional with at least 8 years’ experience of the Intermediary sales arena and are interested in joining an ambitious business with a fantastic reputation, please send your CV to email@example.com quoting reference TX/518 or contact Alison French on 01761 252 534 or Laura Turnock on 01761 252537 for an initial discussion.
NEW PERM VACANCY - Software Engineering Lead - C#, Azure etc; City of London based with home working, £90-120k + 15% pension, 30 days hols etc Amazing opportunity to join one of the UK’s leading banking organisations who, are investing billions in major transformation programmes; you’ll have a rare chance to combine hands on development, the shaping of application architecture and stakeholder engagement, all with a significant green-field development component. You will be instrumental in the design, development & delivery of exciting new analytics applications using modern Agile project methodologies and DevOps development practices. You’ll take full line & task management responsibility for the team of C# developers & Azure DevOps specialists (c15), be involved in senior management forums, contribute towards senior decision making and help to manage senior stakeholders & internal customers as well as developing budget plans, implementing formal development frameworks, contributing towards IT security policies, supporting long term initiatives, risk management, supporting solution development and tactical organisational planning. Please get in touch for more details (ideally with your CV).
Data Engineer – Finance Consultancy – SQL essential, Azure advantageous; Glasgow or Edinburgh base with home working too; £50-58k + pension to 7.5%, bonus etc Want to join one of the UK’s leading consultancies, delivering award winning solutions to the finance sector (pensions, investments etc) and be instrumental in their further success whilst progressing your own career too? My client promotes a collaborative approach, encouraging consensus and offering great support & career progression to the whole business (c950 people); they are investing in the latest technologies (eg up to date Microsoft tools & technologies on Azure) & development tools to support delivery of ground-breaking, high quality products from their tech teams (c250). You will need either existing experience of working with Azure tools (eg Databricks, Synapse Analytics, DW, SQL DB, Data Factory, Azure Data Lake Gen 2) OR have an established background in Microsoft SQL database technologies and be motivated & excited to transition these skills to the cloud. Experience building robust, production ready, scalable data pipelines is essential along with familiarity with optimising strategies, pipeline architectures, data sets and ETL/ELT processes etc. Interested? Please send a copy of your CV to CV@paulharpersearch.co.uk
Our client offers world class investment solutions and retirement expertise with a vision to deliver innovative client solutions for a better future. They are seeking a Relationship Director, Workplace Investing. This is a senior client facing role and is the principle point of contact for a portfolio of their largest and most complex corporate bundled defined contribution clients. The prime responsibility is the retention, development and growth of the pension plan assets and participants, and the business development of our client’s workplace savings products with existing clients. Ideal candidates will be APMI, IMC or CFP qualified and will be able to demonstrate a proven ability to act as a highly competent, proactive contact for DC strategic, investment, pensions, reporting and business development matters. A strong working knowledge and understanding of DC including the legislative and regulatory framework of the pensions industry is a must. Knowledge of DB pensions, hybrid pensions schemes and flexible benefits is an advantage. If you are interested in exploring this further, please email your CV to firstname.lastname@example.org quoting reference: TD/568 or call Vicki Parker on 01761 252539 or Laura Turnock on 01761 252537 for an initial discussion.
We are working with a challenger in the UK Life Insurance Sector who were established in 2016 on a fully digital, Microsoft Azure cloud-based platform. They are currently shaping a programme of work to replace their online new business journey and potentially other parts of their back office to enable new services in 2021 and a new product in 2022. They are looking for a senior Programme Manager who is able to deliver large and complex technology projects. You will have substantial experience of delivering critical business initiatives in digital organisations with product and engineering led teams and proven experience using a range of lean/agile project/programme management methods. Knowledge of insurance is an advantage. If you 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.
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 firstname.lastname@example.org or call Vicki Parker 01761 252 539 or Laura Turnock 01761 252 537 for an initial discussion.
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 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.
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.