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Chartered and Certified

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 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 Tim Terrell for a confidential discussion on 01761 252 538