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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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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: TX/893862
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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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Operations Manager (COO) - Chartered IFA Practice

TS/893 - Operations Manager (COO)- Chartered IFA Practice - Cheshire To £65k + Bonus + benefits (+ potential for Equity) This is an exciting opportunity to join the Senior Management team of a leading Chartered IFA business with ambitions to double in size in the next five years and grow from a Regional to a National firm. The role involves line managing the Support and Paraplanning teams to provide outstanding client service and support for the Financial Advisers while working closely with the Manag...

Job Type: Permanent
Location: Cheshire
Salary: To £65k ++
Salary (OTE): To £k
Job Ref: TS/893
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IFA Director - North West- RARE OPPORTUNITY!

TS/893826 IFA Director - North West- RARE OPPORTUNITY!  c.£70,000 Basic + Equity + Bonus + Benefits Our exclusively retained client is a successful IFA business with ambition and funding in place to grow quickly. It was established almost quarter of a century ago and has featured in Citywire’s Top 100 IFA firms.   With a team incorporating Financial Planners, Paraplanners and Support staff, the Directors have clear plans in place to take the business to the next level and are seeki...

Job Type: Permanent
Location: North West
Salary: To £70k ++
Salary (OTE): To £k
Job Ref: TS/893826
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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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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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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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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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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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