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Wealth Business Development Manager

TX/893836 Wealth Business Development Manager – North East/M62 Corridor (Home-based) Basic: to £50,000 + Uncapped Bonus + Company Car + Benefits (£100k+ OTE) Our client is a well-respected market leader in Investment and Pension products (on and off platform) with an excellent brand and a global reputation. It is seeking a dynamic Business Development Manager to join the team and manage a mature panel of key accounts with plenty of scope for growth, located East of the Pennines. Th...

Job Type:
Location: North East / M62 Corridor (Home-based)
Salary: To £50k ++
Salary (OTE): To £100k
Job Ref: TX/893836
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Telephone Account Manager

NEW OPPORTUNITY! This is a brilliant opportunity for an ambitious and adaptable Financial Services Professional to join a prestigious firm as a Telephone Account Manager. They fully support career progression so the possibility of a Field based role down the line is there. The role will be looking after an existing, profitable panel promoting the Companies products and they're looking for a hunting/farming mix. The Salary package is fantastic- to £38k Basic + OTE £62k some are earning &p...

Job Type: Permanent
Location: Potters Bar
Salary: To £38k ++
Salary (OTE): To £62k
Job Ref: TX/893830
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Pension Specialist

Pension Specialist – flexible location UK-wide (home-based) To £55,000 + Car Allowance + Bonus + Benefits (OTE to £85,000) Our client is a market leader within the Investment and Retirement market with ambitious plans for growth in 2019 and beyond. It is seeking an experienced Pension specialist with strong influencing skills to assist in the promotion of Individual Pensions to the Intermediary market. The role involves providing technical guidance and support to the Sales team and Advise...

Job Type: Permanent
Location: Flexible Location: UK - Wide (home-based)
Salary: To £55k ++
Salary (OTE): To £85k
Job Ref: TX/893828
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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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Sales Director (Annuities)

New Instruction – Sales Director (Annuities) – Northern Home Counties Basic to £90,000 + Car Allowance + Bonus Our client is a leading Provider within the At Retirement market with a Global parent. As part of its growth strategy, it has created a new position and is seeking a Pension specialist, preferably with knowledge of the Annuity market, to spearhead its future growth within this sector. You will be a highly successful sales individual, with a track record of winning new distributio...

Job Type: Permanent
Location: Northern Home Counties
Salary: To £90k ++
Salary (OTE): To £k
Job Ref: TX/893822
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Sales Manager – Private Client Wealth Manager

We have been exclusively instructed by a leading Private Client Wealth Manager with multi £billion AUA. Due to expansion, our client is seeking a senior Sales Manager to lead, coach and manage a team of 14 London-based HNW Wealth Planners, and additional management development opportunity as deputy to the Regional Director. The successful candidate will be an innovative and creative leader, who can demonstrate a track record of leading a team of Wealth Planners whilst also being involved in the strategi...

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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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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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 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. £25m will be made available initially. It i...

Job Type: Permanent
Location: West Sussex
Salary: £53k - £76k ++
Salary (OTE): To £k
Job Ref: TX/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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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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