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Chartered & 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 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, or call 01761 252 536 and ask for Tim Terrell for a confidential discussion.




Listen to Paul Harper and John Hirst discuss the challenges faced when hiring Chartered and Certified Financial Advisers.


As professionals within the Industry, Paul and John discuss:

The advice that they would give to clients who are seeking highly professional Financial Advisers

How to spot the difference between an average and a top performing Adviser

The guidance they would give to a young Financial Adviser who is just starting their career. 






Looking for a new role?

If you are looking for a new role, and would like a confidential discussion with a member of our team,


to fill in a few basic details and a member of our team will be in touch.