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Private Client Adviser – HNW Wealth Management Firm

This is an exciting opportunity for a Financial Planner (Chartered or working towards) to join an established, multi-office Independent Wealth Management firm. Being at full capacity, our client is looking for a high-calibre Senior Financial Planner to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances You will benefit from readily available HNW leads from an established introducer network whilst also bein...

Job Type: Permanent
Location: Cambridge to Ipswich, A14 Corridor
Salary: £50k - £75k ++
Salary (OTE): To £k
Job Ref: TS/8938
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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. Ideally, you will have expertise within ...

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 - Hampshire

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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Independent Financial Adviser – East Staffs (client bank supplied)

  We have been exclusively retained by our client, a well-recognised regional IFA business with an outstanding reputation in East Staffordshire.   It is seeking a self-motivated, technically able and personable Financial Planner to provide an outstanding client service  to a client bank of mass affluent and HNW clients.   In addition to managing relationships with and providing advice to clients with c£20m AUM, this individual will act at the Pension Transfer Specialist for...

Job Type: Permanent
Location: East Staffordshire
Salary: £60k - £k
Salary (OTE): To £k
Job Ref: TS/893853
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Independent Financial Planner – Professional Practice based IFA – Office Based Role – Suffolk

Independent Financial Planner – Professional Practice based IFA – Office Based Role – Suffolk  To £70,000 Basic + Volume Based Bonus + Benefits  We have been exclusively retained by our client, the Financial Planning arm of an established Accountancy Practice based between Cambridge and Ipswich. It is seeking an experienced, dynamic and driven Financial Planner to join a highly successful team and assist with the continued growth of the firm.  Based in the local of...

Job Type: Permanent
Location: Office Based Role – Suffolk
Salary: £60k - £70k ++
Salary (OTE): To £k
Job Ref: TS/893856
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National Sales Manager - Financial Planning

Sales Manager – Financial Planners – To £75k Basic + Bonus (OTE £110,000) + Pension + Benefits We have been instructed by our client, a leading National Wealth Management business. Our client is seeking a Senior Sales Manager to lead, coach and manage a team of HNW Financial Planners. 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 ...

Job Type: Permanent
Location: Nationwide
Salary: To £75k ++
Salary (OTE): To £110k
Job Ref: TS/893870
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Business Development Manager (Home-based) – North England

Business Development Manager (Home-based) – North England Basic Salary £50,000 to £55,000 + Bonus (OTB £40k) + Car Allowance + Benefits   If you are a telephone based Intermediary Sales Account Manager with knowledge of Wealth products (Pensions and Investments) and have an ambition to move into field-based sales, or you have taken your first steps into field-based sales and want to progress your career further, then this is the role for you. Our client is seeking a talente...

Job Type: Permanent
Location: North England
Salary: £50k - £55k ++
Salary (OTE): To £k
Job Ref: TX/893869
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Business Development Manager (Home-based) – North of England

Business Development Manager (Home-based) – North of England Basic to £65,000 + Bonus (OTE to £105k - uncapped) + Car Allowance + Benefits   Our client is an innovative and ambitious Pension Boutique, recognised as a specialist in its field with an award-winning suite of Pension products. It is seeking a successful BDM to take on and further develop a panel of Intermediaries in the North of England. The role offers flexibility around home location within the territory and represe...

Job Type: Permanent
Location: North of England
Salary: To £65k ++
Salary (OTE): To £105k
Job Ref: TX/893867
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Financial Planner and Pension Transfer Specialist

Exclusive Opportunity! Seeking a Financial Planner and Pension Transfer Specialist to inherit a sizeable client bank with a well-recognised IFA in the Midlands. Salary - £60,000 Basic + Bonus + Benefits Please call Tim Terrell on 01761 252 538 or email your CV to CV@paulharpersearch.co.uk  for a confidential conversation.

Job Type: Permanent
Location: Midlands
Salary: To £60k ++
Salary (OTE): To £k
Job Ref: TS/893853
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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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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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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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“We always ensure that our candidates are adequately briefed and kept informed at all times” Paul Harper

Candidate Services

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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