Our Vacancies

Strategic Account Manager

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. ...

Job Type:	Permanent
Location:	South West, England (Home Based)
Salary:	To £65k ++
Salary (OTE):	To £90k
Job Ref:	TX/893941

Financial Planning Player-Manager – Professional Practice based IFA – North East

Our client is a Chartered independent financial planning arm of an established accountancy practice based in North England. Due to expansion, it is seeking a Sales Manager in the North East to take the lead as a player-manager. You will be responsible for leading and supervising a team of HNW Financial Planners, supporting them to achieve objectives by training, mentoring and coaching, whilst providing a comprehensive, holistic financial planning service to your own portfolio of new and existing clients to meet ...

Job Type:	Permanent
Location:	Newcastle or Yorkshire
Salary:	£55k - £65k ++
Salary (OTE):	To £75k
Job Ref:	TS/476

Business Development Manager

Our client is an investment services business with over £250bn under influence. They are part of one of the UK’s leading actuarial, pension, investment and benefit consultancies employing over 900 staff across the UK. They have recently launched a new proposition to offer a tailored model portfolio service to the intermediary market which will integrate with an advisers existing platform and risk profiler. As part of its expansion plans, it is seeking an experienced, well-connected Bus...

Job Type:	Permanent
Location:	South East (home-based)
Salary:	To £80k ++
Salary (OTE):	To £120k
Job Ref:	TD/893939

Senior Chartered Financial Planner – Financial Planning arm of leading EB firm

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,...

Job Type:	Permanent
Location:	Central Belt, Scotland or London
Salary:	To £90k ++
Salary (OTE):	To £120k
Job Ref:	TS/893932

Client Relationship Director

Our client is one of the largest providers of life insurance, pensions and asset management in the UK. It is seeking a talented and ambitious Client Relationship Director to join its thriving, workplace team to focus on developing, broadening and strengthening key client relationships. Ideal candidates will have experience with corporate clients and trustees and will be able to demonstrate a successful track record in client relationship management and have a comprehensive knowledge of corporate pensions, with a...

Job Type:	Permanent
Location:	Central London or Edinburgh
Salary:	To £100k ++
Salary (OTE):	To £k
Job Ref:	TD/893927

Senior DC Investment Consultant

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 ambitiou...

Job Type:	Permanent
Location:	Central London
Salary:	To £90k ++
Salary (OTE):	To £k
Job Ref:	TD/893926

Account Manager

Role: Account Manager Location: South West Salary and package: To £40,000 + Bonus (OTE to £60,000) + Benefits Our client is an award-winning financial technology company based in the South West. They provide a comprehensive wealth management service or “full wrap platform” for Financial Advisers and their clients. They have a wide range of product wrappers, an all-encompassing suite of portfolio management tools, and access to an extensive range of investments. It is seeking a co...

Job Type:	Permanent
Location:	South West
Salary:	To £40k ++
Salary (OTE):	To £60k
Job Ref:	TX/893920

DC Pensions Consultant (Investments)

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 Investment Specialist to join its thriving, highly respected Defined Contribution Consultancy team. The role involves investment ...

Job Type:	Permanent
Location:	Central London
Salary:	£40,000k - £60,000k ++
Salary (OTE):	To £k
Job Ref:	TX/893905

Exclusive Client – Independent Financial Planner – Full Integrated Wealth Management Business

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 (...

Job Type:	Permanent
Location:	Nationwide
Salary:	To £90k ++
Salary (OTE):	To £k
Job Ref:	TS/893890

Experienced Private Client Investment Manager with or without a team – South of UK (New Office)

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). Id...

Job Type:	Permanent
Location:	Midlands & South
Salary:	£k - £k ++
Salary (OTE):	To £k
Job Ref:	TX/893891

Financial Planner - Chartered IFA Firm - Client Bank Provided - Hampshire

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 opportun...

Job Type:	Permanent
Location:	Hampshire
Salary:	£45k - £60k
Salary (OTE):	To £k
Job Ref:	TS/893882

National Sales Manager - Financial Planning

Sales Manager – Financial Planners – To £75k Basic + Bonus (OTE £110,000) + Pension + Benefits We have been instructed by our client, a leading National Wealth Management business. Our client is seeking a Senior Sales Manager to lead, coach and manage a team of HNW Financial Planners. The ideal candidate will be an experienced and motivated Manager with a proven track record of building and leading high performing teams. With an ambitious growth strategy, the successful candidate will ...

Job Type:	Permanent
Location:	Nationwide
Salary:	To £75k ++
Salary (OTE):	To £110k
Job Ref:	TS/893870

FINANCIAL PLANNER PLUS+

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 agen...

Job Type:
Location:	An Affordable Executive Search Solution for Small-Medium sized Financial Planning Businesses
Salary:	To £k ++
Salary (OTE):	To £k
Job Ref:

Independent Financial Adviser

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 ...

Job Type:	Permanent
Location:	Glasgow
Salary:	To £65k ++
Salary (OTE):	To £100k
Job Ref:	TS/893743

IFA Client Bank Required - Scotland

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. I...

Job Type:	Permanent
Location:	Central Belt - Scotland
Salary:	To £k
Salary (OTE):	To £k
Job Ref:	TS/893692

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 ...

Job Type:	Permanent
Location:	London & South East
Salary:	To £80k ++
Salary (OTE):	To £150k
Job Ref:	TS/wealthmanagerLondon

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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Our Vacancies

SEARCH JOBS

Strategic Account Manager

Financial Planning Player-Manager – Professional Practice based IFA – North East

Business Development Manager

Senior Chartered Financial Planner – Financial Planning arm of leading EB firm

Client Relationship Director

Senior DC Investment Consultant

Account Manager

DC Pensions Consultant (Investments)

Exclusive Client – Independent Financial Planner – Full Integrated Wealth Management Business

Experienced Private Client Investment Manager with or without a team – South of UK (New Office)

Financial Planner - Chartered IFA Firm - Client Bank Provided - Hampshire

National Sales Manager - Financial Planning

FINANCIAL PLANNER PLUS+

Independent Financial Adviser

IFA Client Bank Required - Scotland

Chartered and Certified Financial Planners - London and South East

Chartered and Certified Financial Planners

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