Visit the Paul Harper Search sponsor area

20th June 2024

Paul Harper Search: Senior Chartered Financial Planner & Team Leader

All clients provided.
Location: South Coast and South East (hybrid role)
Salary and Package: Basic salary to £90,000 + KPI bonus + sales bonus. (immediate £100k+++ expected income)
Our client is a leading Chartered Financial Planner business with ambition and funds to grow rapidly. All clients provided.
As part of its ambitious expansion plans and as a result of an ongoing acquisition programme, it is keen to recruit a further Chartered Financial Planner to take on a significant bank of high net worth clients as a base for further growth.
This role will suit a financially motivated Chartered Financial Planner (or close), who is keen to join a company, take on and develop a HNW client bank acquired through acquisition as well as converting high quality leads and offer the high rewards that go with it. Bonuses are payable on all new business plus ongoing fees above an achievable threshold.
The role will also involve some mentoring of less experienced advisers. To register your interest in this role, please send your cv to cv@paulharpersearch.co.uk quoting reference panacea/904 
 
Link to the adviser here 

Business Development

Registration

Free Registration and CPD

Read More

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article