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Financial Planning Director

We are working with a reputable, financial planning firm in the South, that is supported by a private equity backed national IFA business. Our client is seeking a Senior Financial Planner to inherit and develop an existing client bank from a retiring Director. The portfolio generates £250,000 recurring annual income and predominantly consists of mass affluent and HNW Business Owners and Directors that are accumulating wealth. A multi-faceted role, you will need to be adept at self-generating leads and deve...

Job Type: Permanent
Location: West London
Salary: To £k ++
Salary (OTE): To £100k
Job Ref: 601
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Location:
Salary: To £0k
Salary (OTE): To £0k
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WE ARE HIRING - Recruitment Coordinator

Paul Harper Search & Selection is a leading Financial Services Search consultancy. Our office is based in Blagdon, North Somerset in a beautiful country house. We work with many of the biggest names in UK Financial Services such as household name insurance companies, fund managers and private banks. As part of our growth plans, we are seeking a part time or full time Recruitment Co-ordinator Office Administrator to work closely alongside our office-based team to support with general day to day administrative...

Job Type: Permanent
Location:
Salary: To £k ++
Salary (OTE): To £k
Job Ref: PHSS
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Discretionary Investment Specialists (Intermediary Sales)

Our client is a specialist Discretionary Fund Manager and part of a vertically integrated Financial Services business. It is seeking an Investment Specialist with strong relationship management skills and extensive experience of presenting to both large and small audiences. Working alongside the company’s large adviser business, the successful candidate will be responsible for development of Investment sales within Central London, both supporting existing adviser clients and developing new client relations...

Job Type: Permanent
Location: Central London
Salary: To £70k ++
Salary (OTE): To £100k
Job Ref: 637
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Senior T&C Manager

Our client is one of the UK’s leading, multi-office, Financial Planning firms. They offer an integrated wealth management offering and manages in excess of £2bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people. Our client is seeking 2 x Senior T&C Managers to support the leadership team with its growth plans and provide ...

Job Type: Permanent
Location: North and South UK, Home-Based
Salary: To £70k ++
Salary (OTE): To £k
Job Ref: 634
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Business Development Manager (MPS Sales)

Our client is a long-established UK market leader with a wide range of asset management capabilities, a focus on providing the best outcomes for its clients and the backing of a forward-thinking financially strong Group. As part of its growth strategy, it is seeking an experienced BDM to promote its brand-new Model Portfolio Service to Intermediary clients In London and the South East. It offers a compelling proposition backed up by excellent brand awareness and extensive goodwill built up in the UK Advisory mar...

Job Type: Permanent
Location: London and Home Counties
Salary: To £80k ++
Salary (OTE): To £k
Job Ref: 630
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Director of Financial Planning & Workplace

Director of Financial Planning & Workplace Flexible on home location within UK Salary and package: To £100,000 Basic + Bonus (OTE £130,000) + Benefits   Our client is an entrepreneurial, ambitious and well-funded Financial Advice business that is growing through acquisition. It is seeking an experienced Diploma qualified manager/director to lead a newly created Division including Workplace, Financial Education Advisory and Digital D2C. This is a key hire for the business, requ...

Job Type: Permanent
Location: Flexible on home location within UK
Salary: To £100k ++
Salary (OTE): To £k
Job Ref: 629
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Pension Account Manager

Our client has a strong track record of providing Pension solutions for over 75 years including a Defaqto 5 star rating for auto-enrolment.  It manages more than £13bn of assets on behalf of over 5 million members and has more than 98,000 employer clients. It is seeking a Business Development Manager with responsibility for managing both Intermediary and larger employer relationships in the South, delivering agreed business objectives and targets to the required performance standards. The focus wil...

Job Type:
Location: Home-Based - South of England
Salary: To £55k ++
Salary (OTE): To £70k
Job Ref: 634
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Pension Account Manager (Home-based)

Our client has a strong track record of providing Pension solutions for over 75 years including a Defaqto 5 star rating for auto-enrolment.  It manages more than £13bn of assets on behalf of over 5 million members and has more than 98,000 employer clients. It is seeking a Business Development Manager with responsibility for managing both Intermediary and larger employer relationships in the South, delivering agreed business objectives and targets to the required performance standards. The focus wil...

Job Type: Permanent
Location: South of England
Salary: To £55k ++
Salary (OTE): To £75k
Job Ref: 634
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Business Development Manager

Business Development Manager, London/South East (Home-based) Salary and package: Basic to £65,000 + Bonus (OTE to £90k) + Company Car + Benefits Our client is an award-winning Platform provider with a broad, market-leading solutions-based proposition and a long-term commitment to the UK market. As part of its growth plans, it is seeking a well-connected, experienced Platform sales individual with the drive and ability to win/develop Intermediary relationships across London and the Home Counti...

Job Type: Permanent
Location: London / South East (home-based)
Salary: To £65k ++
Salary (OTE): To £90k
Job Ref: 633
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Business Development Manager

Our client is a long-established UK market leader with a broad Wealth offering, a focus on providing the best outcomes for its clients and the backing of a forward-thinking financially strong Group. It is seeking a dynamic, ambitious Business Development Manager to take on an established panel of Intermediaries in Merseyside/Cheshire. It offers a compelling proposition backed up by excellent brand awareness and extensive goodwill built up in the UK Advisory market for its wider services over many decades. Thi...

Job Type: Permanent
Location: North West
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: 628
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Strategic Partnership Manager

**Exclusive Role** - Strategic Partnership Manager - National role Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking an experienced relationship manager to take responsibility for developing and deepening its key strategic relationships at Head Office level and identify business o...

Job Type: Permanent
Location: National
Salary: To £90k ++
Salary (OTE): To £k
Job Ref: 620
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Business Development Executive

Our client, a premier national Wealth Management brand is seeking a Business Development Executive to join its centralised sales team in London. The role involves working in the Direct to Consumer channel to champion and support core business development initiative, matching client needs with a range of products and services, and facilitating new opportunities including client events. Candidates will ideally have 3 years’ Financial Services experience and be Level 4 qualified. If you are interested i...

Job Type: Permanent
Location: London
Salary: To £55k ++
Salary (OTE): To £k
Job Ref: 627
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Financial Planning Development Manager

We have been exclusively retained by our client, a leading Wealth Management business in London. It is seeking a Senior Sales Manager to ensure the successful onboarding 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.   The role encompasses a mix of sales coaching, supervision and development to ensure that A...

Job Type: Permanent
Location: London
Salary: To £k ++
Salary (OTE): To £100k
Job Ref: 617
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Telephone Account Manager

Telephone Account Manager, North of England (mix of home and office based) To £40,000 depending on experience + Bonus + Benefits Our client is a leading Discretionary Fund Manager with an award-winning proposition and a highly entrepreneurial leadership team. It has undergone significant growth in recent years, and as the business goes from strength to strength it is looking to expand its team. It is seeking an experienced Telephone Account Manager to join its existing team in the North West. Th...

Job Type: Permanent
Location:
Salary: To £40k ++
Salary (OTE): To £k
Job Ref: 619
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Head of Compliance

Our exclusively retained client is an ambitious well-funded IFA firm, growing organically and through acquisitions with the intention of reaching £1 billion AUM within the next 12 months, having previously outsourced the function. Working closely with the Managing Director and the rest of the leadership team, you will need to be commercially focused and able to manage the Compliance function in a rapidly growing business. The role will be based in a prestigious head office location on the South Coast with ...

Job Type: Permanent
Location: Hampshire
Salary: £60k - £80k ++
Salary (OTE): To £k
Job Ref: HoC
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Managing Director Designate

Managing Director Designate, East Midlands Reference TS/581 £100,000 Total Reward + Equity Our exclusively retained client is an ambitious and expanding Financial Planning business, which has reached a stage where it needs to appoint a leader of financial planning who has the potential to become Managing Director in the short-medium term. In addition to growing the capability of the Financial Planners, you will be involved in creating and implementing business development initiatives and challenging...

Job Type: Permanent
Location: East Midlands
Salary: To £100k ++
Salary (OTE): To £k
Job Ref: 581
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RECENTLY FILLED VACANCY - CHIEF FINANCIAL OFFICER

Our client is an ambitious well-funded IFA Business, that is PE backed, and intends to grow through acquisition of a small number of high-quality Regional IFA Businesses.  Our client used our Handpicked service, to land a Board position and key hire for their company.

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Salary: To £k
Salary (OTE): To £k
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RECENTLY FILLED VACANCY - HEAD OF RISK

Our client is ground-breaking Investment Manager that has changed the way investors access and use discretionary fund management. They used our exclusive service to successfully place a newly created Head of Risk role.

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Salary: To £k
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RECENTLY FILLED VACANCY - HEAD OF PARAPLANNING

Our client is a Strategic Account within a well-recognised Network. Due to ongoing expansion, our client used our exclusive services to secure a Head of Paraplanning to play an important part in facilitating the growth ambitions of the company.

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Salary: To £k
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RECENTLY FILLED VACANCY - STRATEGIC RELATIONSHIP MANAGER

Our client is one of the best recognised Pension providers, and are in their growth strategy phase, in a bid to triple their size over the next 2 years. By using our headhunt services, our client was able to successfully place a Strategic Relationship Manager to develop and grow the relationships with key intermediary businesses.

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Location:
Salary: To £k
Salary (OTE): To £k
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RECENTLY FILLED VACANCY - PLATFORM ADOPTION CONSULTANT

Our client provides Retirement, Investment and Protection solutions to individuals, families, and companies. By using our services, they were able to successfully secure a Platform Adoption Consultant to work closely with the distribution team to support both them and the advisory firms with implementing the company’s platform to their business.

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Location:
Salary: To £k
Salary (OTE): To £k
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RECENTLY FILLED VACANCY - RELATIONSHIP DIRECTOR

Our client provides world class Investment solutions and retirement expertise to institutions, individuals, and their Advisers. By using our specialist headhunt service, they successfully landed a Relationship Director to retain, develop and grow the pension plan assets and group members.

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Salary: To £k
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WE ARE HIRING - Trainee Recruitment Consultant

Is this you? You want a career not a job You want a recognised training scheme provided by experts and the opportunity to gain an industry recognised qualification You want to join an established company with an outstanding reputation in its field You want to work with top clients on important projects You want work/life balance where your evenings and weekends are your own. You want to avoid the daily commute and travel/parking costs associated with working in a big city. You want to work in a gr...

Job Type: Permanent
Location: Blagdon, BS40 7RE
Salary: £18k - £22k
Salary (OTE): To £k
Job Ref: PHSS
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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: TX/609
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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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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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“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.

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