To Top


Financial Planning Director - Chartered Firm - Clients not required

Key Job Features

Job Type: Permanent
Reference: TX/893609
Location: Wiltshire
Other: Director share scheme


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/practitioner with current or recent advisory experience looking after UHNW or corporate clients, ideally Chartered or Certified Financial Planner, Chartered Wealth manager (or significant progress towards).

Additional Investment or pensions qualifications would be beneficial. There is no need to bring clients, but you must be an ambitious individual willing and able to contribute to the company’s future progress with significant and appropriate rewards.

Should you wish to be considered for this role, please email your cv to quoting ref TX/893609 or call Paul Harper, Tim Terrell or Alison French on 0117 9200060 for a confidential discussion.

Apply for this Job


“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