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Chartered and Certified Financial Planners - London and South East

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...

Job Type: Permanent
Location: London & South East
Salary: To £k ++
Salary (OTE): To £k
Job Ref: TS/wealthmanagerLondon
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Financial Adviser

We are currently seeking successful Financial Advisers in multiple locations across the UK for one of our Clients! They are offering a fantastic package with a great basic salary and OTE’s of well over £100k! Chartered status or progress towards Chartered status is desirable. If you are looking to join a leading Wealth Management Firm, please call 01179 200060 and ask for John Hirst or Brandon Hewett-Hunt. Alternatively send your cv into at cv@paulharpersearch.co.uk

Job Type: Permanent
Location: Nationwide
Salary: To £k
Salary (OTE): To £k
Job Ref: TS/GEN
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Strategic Account Manager

Are you an experienced Strategic Account Manager seeking a move? We have a number of clients who are seeking experienced Strategic Account Managers with quality key influencer relationships across Nationals, Networks and Service Providers nationwide. If you specialise in either Protection or Wealth and have a track record of negotiating at Head Office level as well as extensive presentation experience, give Tim Terrell, Alison French or Paul Harper a call on 0117 920 0060  or send your cv to cv@paulharpe...

Job Type: Permanent
Location: Nationwide
Salary: To £k
Salary (OTE): To £k
Job Ref: TX/NAM
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Senior BDM

Our client is one of the UK’s top Discretionary Fund Managers and a leader in the Intermediary Market. It has rapidly increased funds under management in the last decade and places its IFAs at the heart of its proposition and service. It is now seeking a talented, experienced Intermediary sales professional with a good understanding of Investments and a network of strong IFA relationships in region to cover a territory spanning Manchester/Liverpool/North Wales. This is a fantastic opportunity to represe...

Job Type: Permanent
Location: North West (home-based)
Salary: To £85k ++
Salary (OTE): To £k
Job Ref: TX/893612
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Business Development Manager

Our client is an award-winning leading UK Investment Management firm with an extremely strong presence in the UK DFM market. The role involves generating business from IFAs across Scotland and Northern Ireland, with a home location in Scotland required. This is a superb opportunity for an ambitious Intermediary sales professional to take over an established territory and work within a highly dynamic sales team in region.  Strong existing IFA relationships are a prerequisite and the successful candidate will...

Job Type: Permanent
Location: Home based - Scotland & Northern Ireland
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: TX/893662
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Financial Adviser

Experienced Financial Adviser – London/Surrey Basic Salary to £70k + Bonus (OTE - £100k+)   This is a great opportunity to join a leading independent Wealth Management firm that is going through a period of expansion. Our client is seeking an experienced Financial Adviser to join its established team and provide a holistic financial planning service to new and existing high quality, high net worth clients. Pensions and Investments are the current focus. Experience of building c...

Job Type: Permanent
Location: London/Surrey
Salary: To £70k ++
Salary (OTE): To £100k
Job Ref: TS/893675
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Senior BDM – East Anglia (Home-based)

Senior BDM – East Anglia (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs.  This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in Norfolk and Suffolk. The ability to grasp and sell technical concepts is essential. A good under...

Job Type: Permanent
Location: East Anglia - (Home-based)
Salary: £65k - £85k ++
Salary (OTE): To £135k
Job Ref: TX/893676
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Subject Matter Expert & Public Speaker (Taxation & Trust) – National role

We have been exclusively instructed by our client, one of the UK’s top Discretionary Fund Managers and a leader in the Intermediary Market. It has rapidly increased funds under management in the last 10 years and places its IFAs at the heart of its proposition and service. We are seeking a Taxation & Trust Specialist to act as subject matter expert at events, conferences, dinners and workshops as well as producing articles on legislative updates for publication.  The role also involves working clo...

Job Type: Permanent
Location: National role
Salary: To £90k ++
Salary (OTE): To £120k
Job Ref: TX/893641
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2 x Protection Intermediary Sales Executive

  We have been exclusively retained by our client to seek 2 x Protection Intermediary Sales Executives to join one of the UK’s most exciting Life Assurance companies in its recently established Reading Head Office. This will suit an ambitious individual looking to make a first move into Financial Services or an experienced Financial Services sales professional seeking the opportunity to reignite their career with an innovative suite of Protection products and the ambition to reinvent the market. ...

Job Type: Permanent
Location: Central Reading
Salary: To £35k ++
Salary (OTE): To £49k
Job Ref: TX 893640
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Chartered Financial Planner

  Our client are one of the UK’s biggest investment management providers for individuals, charities and professional advisers. They are currently seeking a Chartered Financial Planner (or one exam off Chartered status) to be based in Glasgow or Edinburgh. This is a senior role for an experienced and successful Financial Adviser who wishes to progress at a prestigious organisation, as such full paraplanning and administrative support will be provided to the successful candidate.   For ...

Job Type: Permanent
Location: Glasgow or Edinburgh
Salary: £60k - £90k ++
Salary (OTE): To £140k
Job Ref: TS/893664
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Financial Adviser

  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...

Job Type: Permanent
Location: Glasgow or Edinburgh
Salary: £50k - £70k ++
Salary (OTE): To £120k
Job Ref: TS/893665
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Financial Adviser

  Our client is one of the UK’s leading Investment and Wealth Management companies, offering an award-winning service to its clients. They are offering a highly competitive salary and are seeking a successful Financial Adviser based in the UK. Full paraplanning and administrative support will be provided to the successful candidate. Chartered is desirable but certainly not a necessity.   For further details, please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893...

Job Type: Permanent
Location: UK - Various Offices
Salary: £70k - £90k
Salary (OTE): To £130k
Job Ref: TS/893653
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Investment Manager

Our client is one of the UK’s leading Investment and Wealth Management companies, offering an award-winning service to its clients. Offering an extremely competitive salary, it is seeking a highly successful Investment Manager based in the Aberdeenshire area. The successful candidate will ensure the effective management of client portfolios, with particular regard to observation of client investment guidelines, suitability, capital gains tax limitations (if applicable) and general planning aspects, a...

Job Type: Permanent
Location: Aberdeenshire
Salary: £60k - £80k ++
Salary (OTE): To £k
Job Ref: TS/893654
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Financial Planner

  Our client is a UK Wealth Manager and part of a Global Financial services organisation. It has a number of offices across the UK, so can offer a home-based or office-based opportunity depending on location. It is seeking a top-quality Financial Planner to join its team of approaching 100 Financial Planners and Investment Managers. Financial Planners will be given a client bank of high net-worth individuals with significant AUM. The successful candidate will be rewarded with an excellent earning potent...

Job Type: Permanent
Location: UK wide
Salary: £50k - £120k ++
Salary (OTE): To £k
Job Ref: TS/893645
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Paraplanner, Head of Paraplanning, Paraplanner Manager

Paraplanners, Head of Paraplanning, Paraplanner Managers. Vacancies UK Wide to £60k + bonus + benefits. In challenging market conditions, the difference between top performers and others is even more marked.  Many Wealth Management and Investment Houses are keener than usual to attract the best quality candidates and are willing to offer very attractive packages to secure the services. Many of these roles are exclusive to Paul Harper Search & Selection. Successful candidates will be judged on their m...

Job Type: Permanent
Location:
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: TS/GEN
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Chartered and Certified Financial Planners

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 cr...

Job Type: Permanent
Location: UK Wide
Salary: £60k - £90k ++
Salary (OTE): To £k
Job Ref: TS/GEN
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Senior BDM (Wealth)

Our client is a leading UK Wealth Manager with an extensive proposition suite, including one of the best multi-asset offerings and one of the most flexible pensions in the UK. We are seeking a dynamic Wealth professional with a strong track record in Intermediary sales to develop and grow a group of accounts in Edinburgh, Glasgow and surrounds.  Investment/Offshore sales experience would be advantageous. If you are Diploma qualified (or nearing completion), have the drive and determination to succeed and...

Job Type:
Location: Edinburgh - Glasgow (Home-based)
Salary: To £60k ++
Salary (OTE): To £120k
Job Ref: TX/893642
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Wealth Manager - Intermediary Sales Specialist

Wealth Manager Intermediary Sales Specialist – South West Basic Salary to £60k + Car Allowance + Bonus + Benefits  OTE to £120k Our client is a leading Wealth Manager within the UK with an extensive proposition suite, including one of the best multi-asset offerings and one of the most flexible pensions in the UK. We are seeking a dynamic Intermediary sales professional who can bring flair and tenacity to develop a group of accounts.  Completed diploma (or nearly completed) is a ...

Job Type: Permanent
Location: South West
Salary: To £60k ++
Salary (OTE): To £120k
Job Ref: TX/893622
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Protection Field Account Manager

This is an exciting opportunity to join a new Product Provider with an enviable financial backing for the high profile new product launch of the year! We are delighted to have been exclusively retained for this role! Competitive basic salary and benefits + bonus. Company car.   For further information please send your CV to cv@paulharpersearch.co.uk marked for the attention of Alison French or Tim Terrell or call 0117 920 0060 quoting TX/893638  

Job Type: Permanent
Location: Home based - Scotland and Northern Ireland
Salary: To £45k ++
Salary (OTE): To £70k
Job Ref: TX/893638
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Paraplanner

Basic of up to £45,000 + Bonus + Benefits + Free Parking The opportunity to join a young, friendly and ambitious team to work along side highly qualified and motivated Chartered Financial Planners. Main Duties to include: •Writing client suitability reports and ensuring that Report Templates are up-to-date. •Performing pension switching analysis. •Cashflow modelling. •Performing analysis on a client’s investment portfolio. •Overseeing administrator’s...

Job Type: Permanent
Location: Gloucester
Salary: To £45k ++
Salary (OTE): To £k
Job Ref: TS/893615
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Financial Planning Director - Chartered Firm - Clients not required

This is a Director level role with potential to progress to future Managing Director for the right individual. Our exclusively retained client is successful Chartered Financial Planning Firm (IFA) with an enviable client list and a 20+ year track record of providing a first-class advice and service to its clients. As part of the firm’s succession plans it is seeking a quality driven Director to advise key clients personally and lead its Financial Planning team. We are seeking a high-quality adviser/p...

Job Type: Permanent
Location: Wiltshire
Salary: To £100k ++
Salary (OTE): To £k
Job Ref: TX/893609
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Protection Account Managers - Office Based

This is an exciting opportunity to join a new Product Provider with an enviable financial backing for the high profile new product launch of the year! We have been exclusively retained by our client to seek dynamic Telephone Account Managers to work in newly refurbished offices in Reading. You will manage your own panel of Intermediary Accounts and our client offers opportunities for training and progression. This is a fantastic opportunity for a driven inddividual with previous customer service/sales experie...

Job Type: Permanent
Location: Reading
Salary: To £35k ++
Salary (OTE): To £50k
Job Ref: TX/893603
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Corporate Pensions & Investment Director -Chartered Financial Planning Practice

Our exclusively retained client has £500M+ Assets Under Advice & Management and an outstanding reputation within its specialist field. As a leader in its specialist field it is seeking a Corporate Pensions & Investment Director with the knowledge, gravitas and experience to provide specialist advice to its most important Corporate Clients while contributing to success at group level. As a key member of the Senior leadership team and potential future board member, this is an opportunity which w...

Job Type: Permanent
Location: Wiltshire
Salary: To £70k ++
Salary (OTE): To £110k
Job Ref: TX/893598
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*Exclusive Opportunity* Client Relationship Manager – Bristol

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 development of Financial Advisers and aid their transition into the business. This is an exciting opportunity to coach, mentor and support Wealth Advisers to help them grow their business in a compliant manner.   The role encompasses a mix of sales coaching...

Job Type: Permanent
Location: Bristol
Salary: To £70k ++
Salary (OTE): To £100k
Job Ref: TX/893593
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Financial Planner - Winchester

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market. This is a role for a personable and professional qualified Financial Adviser to develop Introductions from the Internal Investment Management team. The ideal candidate will be able to demonstrate their ability to build relationships with Professional Introducers (Accountants, Solicitors or Investment Managers). The role provides full administration support & paraplanni...

Job Type: Permanent
Location: Winchester
Salary: To £80k ++
Salary (OTE): To £100k
Job Ref: TS/893597
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Financial Planner - Bournemouth - Clients Provided

Our client is an award-winning National Wealth Management firm with an outstanding reputation, who are rapidly expanding in the Market.   This is a role for a personable and professional qualified Financial Adviser to manage an existing HNW client bank, with the ability to build Professional Introducers (Accountants & Solicitors).   The role provides full administration support & paraplanning.   Full diploma is of course a minimum, preferably Chartered status.   ...

Job Type: Permanent
Location: Bournemouth
Salary: To £80k ++
Salary (OTE): To £100k
Job Ref: TS/893542
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*Exclusive Opportunity* Discretionary Fund Sales Manager - South West

Exclusive opportunity - Discretionary Fund Sales Manager   Our client is a successful Discretionary Fund Manager with c. £15B of funds under management and a variety of fund management awards. It is going through a period of strong market growth and its investment solutions range from model portfolios to full bespoke investment schemes and other specialist fund services. As part of its continued expansion in the IFA market it is seeking a Fund Sales Manager to promote its discretionary fund mana...

Job Type: Permanent
Location: Home Based- Bristol, M4 Corridor, South West, South Wales
Salary: £60k - £80k ++
Salary (OTE): To £120k
Job Ref: TX/893591
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*Exclusive Opportunity* Equity position – Managing Director (Employee Benefits) - M4 Corridor.

We have been exclusively instructed by our client, a boutique pension consultancy with £multi Million assets under advice and fee income approaching £1 million. Following many successful years of providing outstanding service to its clients, the current owners are seeking to create a succession plan, working with a new Managing Director to successfully transition the business to the next generation over a realistic period of time. This is a once in a life time opportunity for an experienced Pensio...

Job Type: Permanent
Location: M4 Corridor
Salary: To £80k ++
Salary (OTE): £100k - £
Job Ref: TX/893525
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*Exclusive Opportunity* Protection Field Account Manager

TX/4016 EXCLUSIVE! ***New Launch*** Protection Field Account Manager (home based - to cover North London and the Northern Home Counties). This is an exciting opportunity to join a new Product Provider, with an enviable financial backing for the high profile new product launch of the year! Competitive Basic salary and Benefits + Bonus + Company Car. For further information please send your CV to cv@paulharpersearch.co.uk, marked for the attention of either Alison French or Tim Terrell. A...

Job Type: Permanent
Location: North London & Northern Home Counties
Salary: To £45k ++
Salary (OTE): £65k - £70
Job Ref: TX/4016
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Financial Adviser

Our client is a UK Wealth Manager and part of a Global Financial Services organisation. It is seeking ambitious, driven Financial Advisers across the United Kingdom. This is an exciting opportunity to work with existing and new professional connections and will suit individuals who thrive on new business development. Full paraplanning and administrative support will be provided. Success will be rewarded with potential career progression to management level.  Salary package will be created on a bespoke ba...

Job Type: Permanent
Location: Bristol, London, North Wales, Fareham, Bath, North West
Salary: £55k - £65k ++
Salary (OTE): To £95k
Job Ref: TS/893583
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Financial Adviser - ALL CLIENTS PROVIDED

  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 Wor...

Job Type: Permanent
Location: Carlisle
Salary: £50k - £70k ++
Salary (OTE): To £k
Job Ref: TS/ 893537
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Diploma Qualified Financial Adviser On-Boarding Manager

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.   T...

Job Type: Permanent
Location: South West (Bristol, Cardiff and Exeter).
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TX/893563
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Advisor Sales Manager

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 relationsh...

Job Type: Permanent
Location: M4 Corridor
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TX/893558
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Business Development Manager

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, exper...

Job Type: Permanent
Location: Scotland and Northern Ireland
Salary: To £65k ++
Salary (OTE): To £95k
Job Ref: TX/893551
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Financial Adviser On Boarding Manager

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. &nb...

Job Type: Permanent
Location: Bristol/Wales
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TX/893545
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Financial Advisers - Multiple locations - LEADS PROVIDED

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 pa...

Job Type:
Location: Nationwide
Salary: To £42k ++
Salary (OTE): To £60k
Job Ref: TS/4020
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“We always ensure that our candidates are adequately briefed and kept informed at all times” Paul Harper

Candidate Services

Executive Search enables many companies to recruit staff without ever having to advertise appointments and inform their competitors of changes or developments within their organisation. Are you looking for an outstanding opportunity to further your skills in the financial services sector? Registering as a candidate with Paul Harper Search gives you the opportunity to be considered for roles you will never see advertised.

Top Level Roles

Our consultancy supports companies across the financial services sector to find top level executive and director level people to help them develop their business. If you are a high level executive looking for new challenges and opportunities Paul Harper Search is the obvious consultancy to register with.

We will also only contact you if your profile matches that of our client's role. You won't need to monitor the recruitment pages as you will only be contacted about roles which our highly skilled recruitment professionals have identified as matching your skills, experiences and aspirations.

If you have never registered with an executive search firm before, please look around the site to learn more about the process of executive search for both clients and candidates. Paul Harper Search is one of the most highly respected executive search firms within the financial services sector. If you are looking for an outstanding opportunity in financial services we recruit for roles across the UK.

Register Now