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Discretionary Investment Specialists (Intermediary Sales)

TX/893733 Discretionary Investment Specialists (Intermediary Sales) Location: Home based, London Basic to £65K + Bonus + Car allowance + Benefits 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 successfu...

Job Type: Permanent
Location: London - Home based
Salary: To £65k ++
Salary (OTE): To £k
Job Ref: TX/893733
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Senior Business Development Manager

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 conc...

Job Type: Permanent
Location: Northern Home Counties (Home-based)
Salary: £65k - £85k ++
Salary (OTE): To £135k
Job Ref: TX/893736
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Subject Matter Expert & Public Speaker (Taxation & Trust) – Covering the South of the UK

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 clo...

Job Type: Permanent
Location: South
Salary: To £65k ++
Salary (OTE): To £95k
Job Ref: TX/893724
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Business Development Manager (Investments & Tax Products)

Business Development Manager (Investments & Tax Products) South West To £60k + Car Allowance + Pension + Uncapped Bonus (OTE to £97k)   Our client is an Investment Specialist with an excellent reputation. It is a leader in its field within the UK Intermediary market, and has a dynamic leadership team.  A fantastic opportunity has arisen to join the team to manage a quality panel within the South West region.   This is an opportunity for an energetic, ambitious BDM wi...

Job Type: Permanent
Location: South West
Salary: To £60k ++
Salary (OTE): To £97k
Job Ref: TX/893725
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Financial Planner

TS/893720 Financial Planner Location: Devon Basic Salary up to £70,000 + bonus (OTE £120K) Fully employed package – clients provided   This is an exciting opportunity for an experienced Financial Planner to join one of the UKs largest financial services firms with an excellent brand. The business strives to create a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. ...

Job Type: Permanent
Location: Devon
Salary: To £70k ++
Salary (OTE): To £120k
Job Ref: TS/893720
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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
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Telephone Account Manager

TX/893712       Role: Telephone Account Manager Location: Manchester Salary and package: £32,000 Basic + Bonus (OTE £48,000) + Parking + Company 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 confident, dynamic individ...

Job Type: Permanent
Location: Central Manchester
Salary: To £32k ++
Salary (OTE): To £48k
Job Ref: TX/893712
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Protection Business Development Manager

Protection Business Development Manager – South West/South Wales (Home-based) Basic to £48,000 + Bonus (OTE to £72k) + Company Car + Benefits Our client is a leading Protection provider offering a bespoke service to its High Net Worth Intermediary clients, with a focus on further extending its market share. It is seeking a talented, ambitious individual to take on a panel of quality Intermediaries in the South West and South Wales region. Protection sales experience is key, but good knowledg...

Job Type: Permanent
Location: South West/South Wales (Home-based)
Salary: To £48k ++
Salary (OTE): To £72k
Job Ref: TX/893567b
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Senior Protection Business Development Manager - Home-based

Senior Protection Business Development Manager (Home-based) – South West/South Wales   Basic to £50,000 + Bonus (OTE to £75k) + 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. Pro...

Job Type: Permanent
Location: South West/South Wales
Salary: To £55k ++
Salary (OTE): To £75k
Job Ref: TX/893567a
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Chartered Financial Adviser

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 ...

Job Type: Permanent
Location: Gloucestershire
Salary: To £70k ++
Salary (OTE): To £k
Job Ref: TS/893616
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EXCLUSIVE! Protection HNW Key Account Manager

TX/893690 EXCLUSIVE! Protection (HNW) Key Account Manager (North of England/Scotland) To £55k basic + Car + Bonus (OTE £80k) + Benefits This is an opportunity to join one of the UK’s most exciting FS New Ventures. Following its extremely well-received launch to the UK Intermediary market, our client is looking to expand its dynamic, highly skilled Protection sales team.  It is now seeking a successful Intermediary Protection sales individual to take on the role of Key Account M...

Job Type: Permanent
Location: North of England/Scotland
Salary: To £55k ++
Salary (OTE): To £80k
Job Ref: TX/893690
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EXCLUSIVE - Protection Field Account Manager

Since launching to the UK Intermediary market, our client has gone from strength to strength. It is now seeking a highly driven, collaborative and successful Protection Business Development Manager to cover the Northern Home Counties region. You will be part of a dynamic sales team, responsible for driving new and existing business within a lucrative territory. If you are keen to join a progressive, high profile brand offering a unique proposition, please send your CV to cv@paulharpersearch.co.uk and mark it fo...

Job Type: Permanent
Location: Northern Home Counties (home-based)
Salary: To £45k ++
Salary (OTE): To £70k
Job Ref: TX/893689
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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 to work from home or...

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

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 Tim Terrell, Alison French or Paul Harper a call on 01761 252 538 or send your cv to cv@paulharpersearc...

Job Type: Permanent
Location: Nationwide
Salary: £65k - £85k
Salary (OTE): To £120k
Job Ref: TX/NAM
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Senior BDM

TX/893612  Senior BDM – North West (home-based) Basic to £80k + Car Allowance + Bonus + Benefits Our client is one of the UK’s top Discretionary Fund Managers and a leader in the Intermediary Market. It has rapidly increased funds under management in the last decade and places its IFAs at the heart of its proposition and service. It is now seeking a talented, experienced Intermediary sales professional with an excellent understanding of Investments and a network of strong IFA rel...

Job Type: Permanent
Location: North West (home-based)
Salary: To £85k ++
Salary (OTE): To £k
Job Ref: TX/893612
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Business Development Manager

TX/893662  Business Development Manager Home based - Scotland & Northern Ireland Basic to £80k + Car Allowance + Bonus + Benefits   Our client is an award-winning leading UK Investment Management firm with an extremely strong presence in the UK DFM market. The role involves generating business from IFAs across Scotland and Northern Ireland, with a home location in Scotland required. This is a superb opportunity for an ambitious Intermediary sales professional to take over an es...

Job Type: Permanent
Location: Scotland & Northern Ireland (home-based)
Salary: To £80k ++
Salary (OTE): To £k
Job Ref: TX/893662
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Senior BDM – East Anglia

Senior BDM – East Anglia (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 Norfolk and Suffolk. The ability to grasp and sell technical concepts is essential. A good under...

Job Type: Permanent
Location: East Anglia (home-based)
Salary: £65k - £85k ++
Salary (OTE): To £135k
Job Ref: TX/893676
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Chartered Financial Planner

  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 ...

Job Type: Permanent
Location: Glasgow or Edinburgh
Salary: £60k - £90k ++
Salary (OTE): To £140k
Job Ref: TS/893664
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Financial Adviser

  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...

Job Type: Permanent
Location: Glasgow
Salary: £50k - £70k ++
Salary (OTE): To £120k
Job Ref: TS/893665
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Financial Adviser

  Our client is one of the UK’s leading Investment and Wealth Management companies, offering an award-winning service to its clients. They are offering a highly competitive salary and are seeking a successful Financial Adviser based in the UK. Full paraplanning and administrative support will be provided to the successful candidate. Chartered is desirable but certainly not a necessity.   For further details, please send your CV to cv@paulharpersearch.co.uk quoting reference TS/893...

Job Type: Permanent
Location: UK - Various Offices
Salary: £70k - £90k
Salary (OTE): To £130k
Job Ref: TS/893653
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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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Protection Account Managers - Office Based

This is an exciting opportunity to join a new Product Provider with an enviable financial backing for the high profile new product launch of the year! We have been exclusively retained by our client to seek dynamic Telephone Account Managers to work in newly refurbished offices in Reading. You will manage your own panel of Intermediary Accounts and our client offers opportunities for training and progression. This is a fantastic opportunity for a driven inddividual with previous customer service/sales experie...

Job Type: Permanent
Location: Reading
Salary: To £35k ++
Salary (OTE): To £50k
Job Ref: TX/893603
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Financial Adviser - ALL CLIENTS PROVIDED

  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 Wor...

Job Type: Permanent
Location: Carlisle
Salary: £50k - £70k ++
Salary (OTE): To £k
Job Ref: TS/ 893537
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“We always ensure that our candidates are adequately briefed and kept informed at all times” Paul Harper

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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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