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Head of Financial Planning

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 outsta...

Job Type: Permanent
Location: East Midlands
Salary: To £85k ++
Salary (OTE): To £100k
Job Ref: TS/581
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Intermediary Sales Specialist - Taxation, Trust and Estate Planning.

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 d...

Job Type:
Location:
Salary: To £70k ++
Salary (OTE): To £86k
Job Ref: TX 588
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Business Development Manager

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 ambiti...

Job Type: Permanent
Location: London
Salary: To £93k
Salary (OTE): To £144k
Job Ref: REF 587
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Head of Client Engagement, Financial Planning and DFM

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...

Job Type: Permanent
Location: Hampshire
Salary: To £70k ++
Salary (OTE): To £k
Job Ref: TX/569
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Business Development Manager

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 k...

Job Type: Permanent
Location: Salisbury/South Coast
Salary: To £75k ++
Salary (OTE): To £k
Job Ref: TX/518b
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Business Development Manager

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 empathi...

Job Type: Permanent
Location: Bristol/South West/South Wales
Salary: To £75k ++
Salary (OTE): To £k
Job Ref: REF - 518
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Software Engineering Lead

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 th...

Job Type: Permanent
Location: London (+ home-based)
Salary: £90k - £120k ++
Salary (OTE): To £k
Job Ref: REF/575
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Data Engineer

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 pr...

Job Type: Permanent
Location: Glasgow or Edinburgh
Salary: £50k - £58k ++
Salary (OTE): To £k
Job Ref: REF/572
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Relationship Director, Workplace Investing

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 b...

Job Type: Permanent
Location: Home-Based
Salary: To £150k ++
Salary (OTE): To £k
Job Ref: TD/568
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Front End Web Developer

We are seeking an enthusiastic Web / Front-End Developer for my client, a dynamic & successful Fintech who are expanding their application development team. Great opportunity to utilise & expand your skills & knowledge in a varied role including Javascript, ReactJS, HTML, CSS, MySQL & MongoDB, Unit testing (e.g. Jest or Jasmine). Interested? Please contact Sarah Mills on 07919 047 306

Job Type: Permanent
Location: Newbury - Remote
Salary: To £45k ++
Salary (OTE): To £k
Job Ref: 551
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Programme Manager

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 experienc...

Job Type: Permanent
Location: Reading
Salary: To £98k ++
Salary (OTE): To £k
Job Ref: TD/546
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Site Reliability Engineer

  NEW PERM VACANCY – Site Reliability Engineer – AWS/Azure, Web tech eg Javascript, React/Redux etc; Remote / Leeds based, £60-65k + bonus, 13% pension, 30 days hols etc Great opportunity for an experienced Site Reliability Engineer to join the expanding SRE team of one of the UK’s largest retail banks who, are going through a huge IT transformation programme, utilising leading edge technology to deliver the very best services to staff & customers. This is a key role in whi...

Job Type: Permanent
Location: Leeds / Remote
Salary: £60k - £65k ++
Salary (OTE): To £k
Job Ref: 542
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Compliance Manager, Financial Planning and DFM

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 co...

Job Type: Permanent
Location: Hampshire
Salary: To £62k ++
Salary (OTE): To £k
Job Ref: TD/535
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HNW Wealth Planner

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...

Job Type: Permanent
Location: Exeter
Salary: £80k - £100k
Salary (OTE): £120k - £140
Job Ref: TS/510
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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
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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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