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Portfolio Assistant

This is a fantastic opportunity to join an ambitious Wealth management firm. You will have responsibility for providing high quality support to the Portfolio Management team, helping with the management of Private Client and Adviser relationships and their Investment portfolios. Furthermore, you will be expected to produce and dispatch Valuations and Client packs, whilst dealing with any compliance matters. In addition to the above, you will also have the opportunity to; prepare Investment revi...

Job Type: Permanent
Location: South Coast
Salary: £20,000k - £25,000k
Salary (OTE): To £k
Job Ref: TX/893866
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Protection Intermediary Sales Executive

Protection Intermediary Sales Executive – Office Based, Central Reading Basic salary to £35k + bonus + benefits (OTE to £50k) We have been exclusively retained by our client to seek a Protection Intermediary Sales Executive to join one of the UK’s most exciting Life Assurance companies in its Reading Head Office. This will suit an ambitious individual looking to make a first move into Financial Services or an experienced Financial Services sales professional seeking the opportunity ...

Job Type: Permanent
Location: Reading
Salary: To £35,000k ++
Salary (OTE): To £50,000k
Job Ref: TX/893864
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Senior Fund Manager/Presenter/Spokesperson

Senior Fund Manager/Presenter/Spokesperson – North West Basic Salary to c. £100,000 (OTE to £130,000) + Benefits Our client is an ambitious Investment Manager with a strong focus on the UK market. It is seeking a Senior Fund Management professional to manage client portfolios and lead the Asset Allocation part of the Investment process. You will also act as official Spokesperson for the business on matters surrounding Asset Allocation and will therefore have experience of presenting to IF...

Job Type: Permanent
Location: North West
Salary: To £100k ++
Salary (OTE): To £130k
Job Ref: TXAF/893862
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Head of Fund Management – North West

Head of Fund Management – North West Basic Salary to c. £125,000 (OTE to £165,000) + Share Options + Benefits Our client is a highly successful, growing Investment House with a rapidly expanding level of AUM approaching £1 billion. It is seeking a qualified Fund Manager to join the senior leadership team and head up its successful Fund Management team. You will be responsible for acting as guardian of the investment process, working collaboratively with your Fund Managers and with join...

Job Type: Permanent
Location: North West
Salary: To £125k ++
Salary (OTE): To £165k
Job Ref: TXAF/893860
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Associate Equity Fund Manager

Our client is an ambitious Investment Manager with a strong focus on the UK market. This is a fantastic opportunity for a successful Investment Analyst to step up into a fully-fledged Fund Manager role, with responsibility for execution of trades and management of client portfolios within a successful, highly collaborate and supportive team. If you have experience of working as an Analyst within UK Equities and are keen to progress your career, please do send your cv to cv@paulharpersearch.co.uk quoting TXB...

Job Type: Permanent
Location: North West
Salary: To £55k ++
Salary (OTE): To £71k
Job Ref: TXBHH/893863
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Equity Fund Manager

Our client is a highly successful, growing Investment House with a rapidly expanding level of AUM approaching £1 billion. It is seeking an Equity Fund Manager with extensive experience of Stock research and selection, specifically within UK Equities. This is a fantastic opportunity to join a highly collaborative Fund Management team, with responsibility for equity fund management on a daily basis, involvement with marketing presentations and acting as deputy spokesperson for the firm within your area of e...

Job Type: Permanent
Location: North West
Salary: To £70k ++
Salary (OTE): To £91k
Job Ref: TXBHH/893861
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Senior Project Manager

SENIOR PROJECT MANAGER ISLE OF MAN ** (You need to live here currently) ** 6 MONTH CONTRACT £400 - £500 DAY RATE Looking for a Senior Project Manager to co-ordinate the delivery of a significant migration project for our Client. They are looking for someone ideally with a minimum of 3 years Project Management experience and also Prince2 Qualification or equilavent. To give you an idea of what the job will entail, the following points give an indication:   Ensure that th...

Job Type: Temporary
Location: Isle of Man
Salary: To £k ++
Salary (OTE): To £k
Job Ref: TX/BHH893858
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Trainee Recruitment Researcher

The Company 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 Trainee Recruitment Researcher to work closely alongside our Consultants to source, attract and secure Financial Services candidates. The role: &...

Job Type: Permanent
Location: Chew Valley (Blagdon) - North Somerset
Salary: To £k ++
Salary (OTE): To £k
Job Ref: JOIN OUR TEAM
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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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Investment Manager

This represents a brilliant opportunity to join a Prestigious Investment Manager and be part of an established and successful team. The ideal Candidate will have experience of managing portfolios well over £50m and it'd be highly advantageous if some assets could come with them. There is an 'Asset gathering reward' which generously rewards you for any assets you can bring. On offer is a broad proposition encompassing IHT offerings and a managed advisory proposition.   If you wo...

Job Type: Permanent
Location: London
Salary: To £80k ++
Salary (OTE): To £120k
Job Ref: BHH/893829
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Independent Financial Adviser

We are representing one of the most established IFA firms in the UK, that prides itself on building long-standing, consultative client relationships and providing impartial and holistic independent advice.   It is seeking an experienced Financial Planner (either Chartered or working towards), to join a highly successful team and assist with the continued growth of the firm. You will need to be a successful networker, with a strong track record of business development, and will benefit from readily available...

Job Type: Permanent
Location: Birmingham & Nottingham
Salary: £60k - £80k ++
Salary (OTE): To £100k
Job Ref: TS/893791
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Senior Business Development Manager

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 North East (Newcastle down to Sheffield). 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 exis...

Job Type: Permanent
Location: North East- Home Based
Salary: To £85k ++
Salary (OTE): To £135k
Job Ref: TX/893815
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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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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.

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