Exclusive opportunity! Junior SIPP Consultant (BDM) – Home-based South West Basic to £50,000 + Car Allowance + Benefits + Bonus (OTE £75k) Our client is a leading SIPP provider with an award-winning proposition and a national presence and a growing base of supporting IFAs in the South West. As part of its growth plans, it is keen to appoint a hardworking and enthusiastic Junior SIPP Consultant in the South West. This is a fantastic opportunity for an experienced Administrator or Sales Support professional to progress to a field-based BDM role. Ideally based at or near one of the major cities (Bristol, Bath, Swindon, Cardiff, Exeter or Cheltenham), the successful candidate will have a good understanding of the IFA advice process, having worked as part of an IFA Business, Pension Provider or other Financial Services Provider. A good knowledge of SIPP and SSAS is not essential but will strengthen any applications. Our client offers a highly competitive salary with an attractive bonus as well as full induction and specialist product training where required. To apply for this role send you cv to CV@paulharpersearch.co.uk
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 are readily available. The successful candidate will be a well-rounded, dynamic and motivated team player with the ability and experience of offering holistic financial planning advice and building strong, trusted consultative relationships with clients. If you are a Level 4 qualified professional and are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 538 and ask for Tim Terrell or John Hirst.
Senior Strategic Account Manager (Home-based) – North of England Basic to £70,000 + Bonus (OTE to £110k) + Company Car + Benefits 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 an experienced, successful Strategic Account Manager to build and maintain relationships with Key Regional Intermediary clients in a highly profitable region in the North West. Relationship management and the retention of substantial assets under administration as well as the development of new business will be a major focus. The role involves working at Director level and has the added attraction of acting as lead to a wider internal specialist team, therefore strategic oversight and leadership experience would be a distinct advantage. This is a fantastic opportunity to take the lead on an established base of high supporting adviser firms, offering a business consultancy sales approach and promoting an Award-winning proposition. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893713 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
TX/893744 Protection Business Development Manager (Home-based) – North England Basic to £55,000 + Bonus (OTE to £77.5k) + Company Car + Benefits Our client is a market leading Protection provider with particular expertise in Business Protection and a focus on further increasing its market share. It is seeking a successful BDM to offer a bespoke High Net Worth service to a top quality panel of Intermediaries with an established base of high supporting adviser businesses. Protection knowledge is key, and experience of Large Sums Assured would be a distinct advantage. Equally, Wealth/Investment knowledge would be a benefit in terms of understanding IHT implications. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893744 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
Business Development Manager (Investments & Pensions Products) South West To £50k + Car Allowance + Bonus (OTE £86k, capped at £140k) Our client is a market leader within the Investment and Retirement market with ambitious plans for growth in 2019 and beyond. It is seeking a dynamic sales individual to join the team and manage a quality panel within the South West region. This is an opportunity for an energetic, ambitious BDM with an excellent track record in Wealth sales to promote an award-winning range of Investment and Retirement solutions within a territory that has huge potential for further financial growth, and ultimately make their mark within the organisation. To be considered you will need a demonstrable track record in the sale of Wealth products through Intermediaries. Estate planning experience would be an advantage, as would Pension and Platform knowledge. If you are interested in joining this award-winning organisation, please send your CV to email@example.com quoting TX/893739 or call Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533
TS/893738 Role: Independent Financial Adviser Location: Leeds Salary and package: To £75,000 + Bonus (OTE £100,000) + Benefits + Potential Equity Our client is a highly reputable Wealth Management firm that prides itself on providing a holistic approach to its HNW clients and specialising in Portfolio Management and Financial Planning. It is seeking an experienced and successful Independent Financial Adviser to join its growing team with the opportunity to own equity in the business. This represents a fantastic opportunity to build a future within a successful organisation; you will have full access to Private Clients and are not required to bring a client bank. Experience of working with Introducers would be desirable but is not essential. If you wish to be considered for this role, please call Tim Terrell on 01761 252 538 or send your CV to firstname.lastname@example.org
TX/893721 Senior Partnerships Development Manager (home-based) - Northern Home Counties Basic to £60,000 + Bonus (OTE to £90k) + Company Car + Benefits Our client is one of the UK’s largest and most respected Product Providers with a market leading suite of Platform-based Investment and Pension products. Its offering has been well received by IFA’s and adopted by many leading players throughout the UK. It is seeking a successful BDM to join a highly successful team, to work with key strategic clients at regional level across Essex and Hertfordshire. The gravitas and experience to make a positive impact with Senior Directors is key as this is one of our client’s most successful regions. This is a fantastic opportunity to take on an established base of high supporting adviser businesses and promote an Award-winning proposition, resulting in highly achievable on target earnings. Platform and Wealth experience is key and Corporate Pensions knowledge would be a distinct advantage. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893721 or call 01761 252 534 (Alison French) or 01761 252 533 (Brandon Hewitt-Hunt).
TS/893737 Financial Planner Location: East Midlands (Nottingham/Derby) Basic Salary up to £70,000 + bonus (OTE £120K) + benefits Fully employed package – clients provided This is an exciting opportunity for an experienced Financial Planner to join one of the UK’s largest financial services firms with a fantastic reputation in the market and a trusted brand. The business brings together Platform, Fund Solution and ongoing advice in a fully integrated and truly aligned model to deliver genuine customer value. Our client is seeking an experienced Financial Planner focussed on putting the client’s interests first. You will be given a sizeable bank of High Net Worth clients with significant Funds Under Management to nurture and grow through providing first class holistic planning. This is a senior role and if you wish to be considered, please send your CV to email@example.com or call John Hirst or Tim Terrell on 01761 252 538 for an initial discussion.
TS/893720 Financial Planner Location: Devon, home or office-based (Exeter) Basic Salary up to £70,000 + bonus (OTE £120K) + benefits Fully employed package – clients provided This is an exciting opportunity for an experienced Financial Planner to join one of the UK’s largest financial services firms with an excellent brand. It strives to create a business that brings together Platform, Fund Solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. Our client is looking for an experienced financial planning professional who has the clients’ interest at heart. You will be given a sizeable bank of High Net Worth clients with significant Funds Under Management and the remit to nurture and grow these by providing first class holistic planning. If you wish to be considered for this role, please send your CV to firstname.lastname@example.org or call John Hirst or Tim Terrell on 01761 252 538 for an initial discussion.
TX/893733 Discretionary Investment Specialists (Intermediary Sales) Location: London & Surrounds Basic to £65K + Bonus + Car allowance + Benefits (OTE £95k) 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 and Hertfordshire and/or Kent, supporting advisers at a number of different offices through seminars, training sessions and client calls where appropriate. This is a fabulous opportunity to join a fast-growing Investment business by mentoring advisers and helping them to develop their Investment knowledge. The ideal candidate will have a background in Intermediary sales within the Wealth environment, ideally having gained exposure to DFM, Multi-manager or a Life Office environment with the ability to sell through others. Sound presentation skills are crucial, as is the ability to convey complex Investment stories in a plausible and concise manner. If you wish to be considered for this role, please send your CV to email@example.com quoting job reference TX/893733 or call Alison French or Brandon Hewitt-Hunt on 01761 252 534
TX/893736 Senior BDM – Northern Home Counties (Home-based) Basic: £65k to £85k + Bonus + Benefits (OTE to £135,000) Our client is a specialist Investment Manager providing innovative solutions to High Net Worth and Ultra High Net Worth clients via IFAs. This is a fantastic opportunity for an intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in the Northern Home Counties. The ability to grasp and sell technical concepts is essential. A good understanding of the tax advantage space would be a benefit but is not a prerequisite. This is an existing panel of quality Accounts which will benefit from further development and has plenty of scope to do more with the efforts of a dynamic, ambitious Business Development Manager. If you are a successful relationship builder looking for a change from corporate life then this is an ideal opportunity for you to join a dynamic sales team with extensive growth plans. To apply for this role please send your CV to firstname.lastname@example.org quoting Job Reference TX/893736 or call Alison French or Brandon Hewitt-Hunt on 01761 252 533
A specialist in the Investment arena, our client is a market leader providing an award-winning proposition suite to the Advisory community for its High Net Worth clientele. It is seeking a well-qualified Taxation & Trust Specialist with strong technical ability to present as subject matter expert at networking and key partner events, providing market insight and educating the Intermediary community, as well as producing articles on legislative updates for publication. The role also involves working closely with the sales team to provide technical support to their IFA clients. This is a fantastic opportunity to represent a leading wealth manager with a strong heritage and build a profile and reputation within the Intermediary community. If you wish to be considered please send your CV to CV@paulharpersearch.co.uk quoting reference TX/893724 to Alison French on 01761 252 534 or Brandon Hewitt-Hunt on 01761 252 533
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. It is willing and able to make a fast down payment Complete 100% of the full purchase price within 12 months. If you are interested in a confidential discussion and looking to sell your Client bank within the next 18 months, there is a very attractive financial proposition on offer. If you have a client bank with a recurring client income of £100k-250k (values outside this range may be considered) and are seeking a sale in the next 18 months -2 years. We can help. For further details, please email email@example.com quoting reference TS/893692 or call John Hirst, Tim Terrell or Paul Harper on 01761 252538.
Chartered Financial Adviser Location: Gloucestershire Basic Salary: Up to £70,000 + potential equity stake Our client is a prestigious Chartered Financial Planning firm, seeking a highly ambitious, Chartered Financial Planner to join their successful team to manage and grow an established portfolio of High Net Worth clients. This is an excellent opportunity for a Chartered Financial Planner to join a fast-growing business, with the opportunity to acquire equity in the business. The successful candidate will be Chartered (or close to achieving this status), self-driven and motivated with the ability to offer bespoke financial planning advice and manage/develop client relationships. If you are interested, please call 01761 252 538 and ask for John Hirst or Tim Terrell or email your CV to firstname.lastname@example.org quoting Job Reference TS/893616
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 to work from home or office in the City of London. P.S. the above, if managed properly, is likely to ensure you have an ongoing rising income of £150k pa If you would like this opportunity call Paul Harper, Tim Terrell or John Hirst on 01761 252 538 or send your cv to email@example.com marked TS/wealthmanagerLondon.
Are you an experienced Strategic Account Manager seeking a move? We have a number of clients who are seeking experienced Strategic Account Managers with quality key influencer relationships across Nationals, Networks and Service Providers nationwide. If you specialise in either Protection or Wealth and have a track record of negotiating at Head Office level as well as extensive presentation experience, give Brandon Hewitt-Hunt, Alison French or Paul Harper a call on 01761 252 533 or send your cv to firstname.lastname@example.org quoting reference TX/NAM.
Our client are one of the UK’s biggest investment management providers for individuals, charities and professional advisers. They are currently seeking a Chartered Financial Planner (or one exam off Chartered status) to be based in Glasgow or Edinburgh. This is a senior role for an experienced and successful Financial Adviser who wishes to progress at a prestigious organisation, as such full paraplanning and administrative support will be provided to the successful candidate. For further details, please send your CV to email@example.com quoting reference TS/893664 or call Tim Terrell or John Hirst on 01761 252 538
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 our Associate Director, John Hirst ACII Chartered Insurer. 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. If you are interested in finding out more, please email your CV to firstname.lastname@example.org or call 01761 252 535 and ask for John Hirst or Paul Harper
This is an opportunity to join one of the UKs largest financial services firms with a global parent and it intends to be at the forefront of the new model financial advice world. Our client is looking for a Financial Adviser to join their established firm, to provide a holistic financial planning service to a group of affluent and HNW clients. This is a senior role for an experienced Financial Planning professional who has the clients interest at the heart. You will be given a bank of High Net Worth clients and be expected to nurture and grow it, providing first class holistic planning. If you are interested in finding out more, please email your CV to email@example.com or call 01761 252 538 and ask for Tim Terrell or John Hirst.