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Regional Key Account Manager

We are working with one of the largest and longest-established adviser service provider/network who are seeking an experienced Regional Key Account Manager with responsibility for achieving agreed regional income targets for both new and existing clients.  You will grow the footprint by recruiting new clients and cross selling/up selling to existing clients.  You will have an exceptional new business sales track record over a sustained period, ideally within Financial Services recruitment, have a good und...

Job Type: Permanent
Location: Home based covering Central UK (Manchester to Worcester)
Salary: To £65k ++
Salary (OTE): To £k
Job Ref: TD/544
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Head of Technical Specialists, Protection

Our client is an award winning, dynamic and vibrant financial services provider with a ground- breaking vision for the future and 1.25m+ UK members and more than 25m globally. It is seeking an experienced Protection Specialist with excellent technical knowledge of Individual and Business Protection to take on a Player/Manager role. You will be responsible for managing the UK team of Specialists, alongside managing your own territory within the Midlands and North West. The role offers a broad range of responsibil...

Job Type: Permanent
Location: Midlands and North West (home-based)
Salary: To £80k ++
Salary (OTE): To £112k
Job Ref: TX/537
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Risk & Compliance Manager

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 a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Compliance and Ri...

Job Type: Permanent
Location: London
Salary: To £76k ++
Salary (OTE): To £k
Job Ref: TX/531
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Campaign & Content Manager – Asset Management

We are working with a market leading product provider who are transforming to create a more customer-focused business. Our client is seeking an experienced Campaign and Content Manager with a focus on Asset Management.  You will have a significant contribution to establishing, managing and maintaining marketing plans for relevant product sets and adapting them as required to meet ongoing business objectives. You will lead significant campaign projects utilising shared services team members to develop, cr...

Job Type: Permanent
Location: London
Salary: To £50k ++
Salary (OTE): To £k
Job Ref: TD/543
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IT Develop - Full Stack

Are you an ‘up & coming’ Software Developer who, really wants to utilise & add to their full stack MS development skills using the latest, cutting edge technologies? Great opportunity to play a key role in this expanding IT team and really make an impact on this award winning, investment management company. You'll be working closely with the business to understand & interpret their needs and then be instrumental in the development of new & improved applications/platforms which,...

Job Type: Permanent
Location: London / Home-Based
Salary: £40k - £60k ++
Salary (OTE): To £k
Job Ref: 536
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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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Risk and Compliance Manager

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 a highly skilled and experienced individual with a can-do, collaborative attitude to take on the newly created role of Risk and Compliance Manager. The role will involve contributing to the effective operation of the Complia...

Job Type: Permanent
Location: London
Salary: To £65k ++
Salary (OTE): To £k
Job Ref: TX/531
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Compliance Manager - Financial Planning

We are working with a reputable, multi office financial planning firm in the South West, that is supported by a private equity backed national IFA business. Our client is seeking a technically competent and energetic Compliance Manager to join a highly successful team. The role will involve working alongside the Financial Planners, Directors and support teams to provide guidance whilst assisting in the responsibility of overseeing the firm’s compliance and reporting to the FCA supported by the Compliance O...

Job Type: Permanent
Location: South West
Salary: £52k - £62k ++
Salary (OTE): To £k
Job Ref: TS/525
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Strategic Relationship Manager

Our client is a life insurance and pensions company whose product range includes life assurance and pensions. It is seeking a Strategic Relationship Manager to drive new and incremental income by promoting their propositions to key Networks, Nationals and Service Provider distributors.  You will build robust relationships with key personnel within their network and service provider partners as well as key strategic intermediary firms and secure panel positions where appropriate. The focus will be on prof...

Job Type: Permanent
Location: Home-based
Salary: To £95k
Salary (OTE): To £137,750k
Job Ref: TD/526
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Discretionary Fund Sales Manager

Our client is a leading Discretionary Fund Manager with an enviable reputation in the market and a diverse investment solution range that is well supported by the London IFA community. As part of its strategic plan for 2021, it is seeking an ambitious Business Development Manager with current or previous exposure to DFM to take on a successful panel in Central London (City and West End) and develop it to its full potential. Success in the role will deliver fantastic financial rewards. If you are interested in...

Job Type:
Location: Central London
Salary: To £100k ++
Salary (OTE): To £k
Job Ref: TX/508
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Offshore Specialist Sales Manager – Strategic Accounts

This is a fantastic opportunity to join a highly ambitious, global business at a time of growth. As part of its growth strategy, our client is seeking a dynamic Sales Manager to lead a team of highly successful Offshore Sales Specialists in the South of England, focused on promoting the Offshore proposition to its Key Account clientele. The role will involve managing both field-based and office-based BDMs, utilising your excellent knowledge of the Offshore market to lead from the front. If you are interested ...

Job Type: Permanent
Location: South
Salary: To £73k ++
Salary (OTE): To £110k
Job Ref: TX/514
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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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Asset Modelling Operations Consultant

Our client is a young, fast paced growing FinTech company and leading UK provider of asset management, financial planning and advice technology. It is seeking an Asset Modelling Operations Consultant whose primary function is to ensure the health of the asset modelling systems including data feeds, reporting, database accessibility, software engineering, maintenance and assisting to productise services required by new clients.  They will also be encouraged to contribute to the continuous improvement of the ...

Job Type: Permanent
Location: South UK (Home-Based)
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: TD/511
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Senior Financial Planner – £40m AUM to inherit

We have partnered with an expanding Chartered IFA firm that has a well-recognised brand and an outstanding reputation in Scotland. It is seeking a personable Financial Planner to inherit a £40m AUM client bank sourced from a recent acquisition. You will join a collaborative team and initially be expected to nurture the existing client bank before taking advantage of the extensive lead generation opportunities available to you to grow the portfolio and further develop the firm’s presence in Inverness....

Job Type: Permanent
Location: Inverness
Salary: £60k - £75k ++
Salary (OTE): To £100k
Job Ref: TS/498
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Strategic Account Manager

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 a dynamic, experienced and successful Business Development professional to build and maintain relationships with Key Regional Intermediary clients in a highly profitable region in the South West. Relationship management and the retention of substantial assets under administration as well as the development of new business will be a major focus. ...

Job Type: Permanent
Location: South West, England (Home Based)
Salary: To £65k ++
Salary (OTE): To £90k
Job Ref: TX/893941
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Senior Chartered Financial Planner – Financial Planning arm of leading EB firm

We are partnering with a new entrant to the retail financial planning arena, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term. It is launching its division in early-mid 2021 due to its increasing demand from corporate clients for an individual financial planning service and to do its part in bridging the advice gap. It has a 10 year ambition to create a business with significant scale. Our client is seeking a dynamic,...

Job Type: Permanent
Location: Central Belt, Scotland or London
Salary: To £90k ++
Salary (OTE): To £120k
Job Ref: TS/893932
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Senior DC Investment Consultant

Role: Senior DC Investment Consultant Location: Central London Salary & Package: Basic to £90,000 + Bonus + Benefits Our client sits outside the Top 3, but within the Top 10 of Employee Benefit Consultancies and its award-winning, flexible approach, backed by strong service, has generated significant market growth. It is big enough to count and small enough to care, providing its staff with ongoing support for professional development within the business. It is seeking a talented and ambitiou...

Job Type: Permanent
Location: Central London
Salary: To £90k ++
Salary (OTE): To £k
Job Ref: TD/893926
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Exclusive Client – Independent Financial Planner – Fully Integrated Wealth Management Business

Our client is an independent, whole of market, fully integrated wealth management firm. It benefits from an extremely strong introducer network, including joint ventures with top 75 Accountancy firms, and prides itself on its quality of advice and long-standing client relationships. As part of its expansion plans, it is seeking to attract quality IFAs that have a proven ability and track record of writing significant business levels, adopting a client-centric approach, and working with professional introducers (...

Job Type: Permanent
Location: Nationwide
Salary: To £90k ++
Salary (OTE): To £k
Job Ref: TS/893890
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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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Financial Planner - Chartered IFA Firm - Client Bank Provided

We are representing a well-established, Chartered Financial Planning firm 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 Planner to take over the advisory responsibility of an existing client bank, valued at c. £150,000 recurring annual income, while bringing new clients to the firm. Full paraplanning and administration support will be provided. This opportun...

Job Type: Permanent
Location: Hampshire
Salary: £45k - £60k
Salary (OTE): To £k
Job Ref: TS/893882
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FINANCIAL PLANNER PLUS+

We understand, that as a small – medium sized Financial Planning Business, utilising a full executive search is not a viable option. Unfortunately, as a result, this means you are unable to experience the calibre of candidates that an executive search can deliver. If you are currently using a recruitment agency on a contingent basis, it is likely that you are presented with candidates who are actively on the market seeking a new role, in process with a number of your competitors, and left over on your agen...

Job Type:
Location: An Affordable Executive Search Solution for Small-Medium sized Financial Planning Businesses
Salary: To £k ++
Salary (OTE): To £k
Job Ref:
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Independent Financial Adviser

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 ...

Job Type: Permanent
Location: Glasgow
Salary: To £65k ++
Salary (OTE): To £100k
Job Ref: TS/893743
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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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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 ...

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