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Sales Manager - Financial Planning

We have been exclusively instructed by our client, a leading National Wealth Management business. Our client is seeking a senior Sales Manager based in London to lead, coach and manage a team of HNW Financial Planners. Operating from the London office, the ideal candidate will be an experienced and motivated Manager with a proven track record of building and leading high performing teams. With an ambitious growth strategy, the successful candidate will inherit a team of successful advisers with further opportuni...

Job Type: Permanent
Location: London
Salary: To £75k ++
Salary (OTE): To £110k
Job Ref: TS/893819
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Telephone Account Manager (Bond and Pensions)

This is a great opportunity to join a leading Financial Services firm on an initial 6 month Contract, although there is potential for this to become Permanent if desired.   Please give Brandon Hewitt-Hunt a call on 01761 252533 to discuss this further or send your CV to us confidentially on cv@paulharpersearch.co.uk FAO Brandon Hewitt-Hunt and he'll be in touch.

Job Type: Temporary
Location: North of London
Salary: To £35k ++
Salary (OTE): To £59k
Job Ref: TX/893820
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Business Development Manager - Home Based

Business Development Manager Home based - South West To £70k Basic + Uncapped Bonus (OTE £105k) Our client is a leading UK wealth management business with a global parent and ambitious plans for growth within Intermediary distribution. It is one of the market’s fastest growing businesses in terms of people, assets and market share and offers a broad proposition suite, including Platform, Discretionary Fund Management, Pension and Investments. It is seeking a dynamic, ambitious Business...

Job Type: Permanent
Location: South West
Salary: To £70k ++
Salary (OTE): To £105k
Job Ref: TX/893816
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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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Senior Financial Planner - Central Belt, Scotland

This is an opportunity to join one of the UKs most exciting advisory businesses on a fully employed package with a client bank provided. There is no requirement to bring clients at outset and existing covenants will be honoured.  Our client is part of one of the UKs largest financial services firms with a global parent and intends to be at the forefront of the new model financial advice world. It is seeking a first-class Financial Planner to provide a holistic financial planning service to a group of aff...

Job Type: Permanent
Location: Glasgow / Edinburgh
Salary: £50k - £70k ++
Salary (OTE): £100k - £120
Job Ref: TS/893806
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*COMING SOON* Senior Strategic Sales Role (Home-Based)

** Coming Soon** Senior Strategic Sales Role (Home-based) – South West Competitive Basic and Bonus (OTE £100k+) + Company Car + Benefits We are seeking experienced, successful Wealth sales individuals who would be interested in building and maintaining relationships with Key Regional Advisory clients in what is a highly profitable region in the South West. If you are interested in a confidential conversation, please send your CV to CV@paulharpersearch.co.uk quoting job reference TX/893803 ...

Job Type: Permanent
Location: South-West
Salary: To £k ++
Salary (OTE): To £100k
Job Ref: COMING SOON
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Platform Sales Director

Our client is a Global Financial Services Provider with a leading position in the UK Intermediary Market. It is in the process of developing a “Next Generation” Retail Platform Solution which will represent a step change within the UK Market and allow the company to reach out to new segments of the UK Intermediated market as well as initiate new strategic partnerships.   As part of this initiative it is seeking a talented and well connected Financial Services Sales professional to grow the...

Job Type: Permanent
Location: Home Based National Role
Salary: To £130k ++
Salary (OTE): To £170k
Job Ref: TX/893775
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Investment Manager – Brighton

Our Client is a Discretionary Fund Manager and part of a global Wealth Management Company. This is a fantastic opportunity for an experienced Investment Manager to work for a well-known brand, which is growing rapidly within the market and is offering a very attractive package. This is a role which incorporates Portfolio Management and new Business Development. The successful candidate will inherit a portfolio of clients with AUM of £80m from the previous incumbent. If you are a Level 6 qualified, ex...

Job Type: Permanent
Location: West Sussex
Salary: To £100k ++
Salary (OTE): To £160k
Job Ref: TS/893788
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Financial Adviser

  Exclusive Opportunity!! *Financial Adviser* Location: Ipswich / Colchester Basic Salary to £60,000 + Car + Uncapped Bonus + Pension + Excellent Benefits Package – Expected Earnings £100,000 Our client is a National Advisory firm, with a well-recognised brand and an outstanding reputation for high standards of customer service. We have been exclusively retained by our client to seek a high-quality Financial Adviser to provide professional advice to HNW clients in Suffolk. &...

Job Type: Permanent
Location: Suffolk
Salary: To £60k ++
Salary (OTE): To £100k
Job Ref: TS/893784
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Senior BDM

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 ambitious, intelligent and articulate individual with outstanding client development skills to cover a panel of accounts in Scotland. 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 Acc...

Job Type: Permanent
Location: Scotland
Salary: £65k - £85k ++
Salary (OTE): To £135k
Job Ref: TX/893776
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Junior SIPP Consultant (BDM)

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 Sale...

Job Type: Permanent
Location: Home-Based South West
Salary: To £50k ++
Salary (OTE): To £75k
Job Ref: TS/893766
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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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Financial Planner

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...

Job Type: Permanent
Location: East Midlands (Nottingham/Derby)
Salary: To £70k ++
Salary (OTE): To £120k
Job Ref: TS/893737
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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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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 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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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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