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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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Client Relationship Director

Our client is one of the largest providers of life insurance, pensions and asset management in the UK. It is seeking a talented and ambitious Client Relationship Director to join its thriving, workplace team to focus on developing, broadening and strengthening key client relationships. Ideal candidates will have experience with corporate clients and trustees and will be able to demonstrate a successful track record in client relationship management and have a comprehensive knowledge of corporate pensions, with a...

Job Type: Permanent
Location: Central London or Edinburgh
Salary: To £100k ++
Salary (OTE): To £k
Job Ref: TD/893927
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Senior DC Consultant

Role: Senior DC 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 ambitious client fa...

Job Type: Permanent
Location: Central London
Salary: To £90k ++
Salary (OTE): To £k
Job Ref: TD/893926
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Account Manager

Role: Account Manager Location: South West Salary and package: To £40,000 + Bonus (OTE to £60,000) + Benefits Our client is an award-winning financial technology company based in the South West. They provide a comprehensive wealth management service or “full wrap platform” for Financial Advisers and their clients. They have a wide range of product wrappers, an all-encompassing suite of portfolio management tools, and access to an extensive range of investments. It is seeking a co...

Job Type: Permanent
Location: South West
Salary: To £40k ++
Salary (OTE): To £60k
Job Ref: TX/893920
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DC Pensions Consultant (Investments)

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 ambitious Investment Specialist to join its thriving, highly respected Defined Contribution Consultancy team.  The role involves investment ...

Job Type: Permanent
Location: Central London
Salary: £40,000k - £60,000k ++
Salary (OTE): To £k
Job Ref: TX/893905
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Exclusive Client – Independent Financial Planner – Full 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 - 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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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 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 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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